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Bundle File Maintenance

Bundle File Maintenance​

Purpose To combine a serialized boat or other item with serialized Motor(s), Trailer, or Other items for resale. Each Component of the bundle keeps its own Price and Cost on a Sales Contract. When a boat or other item (like a JetSki) is bundled together with a motor or trailer, the system will automatically list all components of the bundle when the boat or other item is put on a sales contract.

 For example, on your showroom floor you have a boat you purchased from ABC Boat Company with a motor you purchased from XYZ Motor Company. Each of these items exists as separate serialized items in your inventory. Since you would want to sell them together, you would bundle these two components together.

From the menu select, Sales Management, Maintenance, Bundle File.​

  • Model Bundle ID – Several options are available at the Model Bundle ID prompt:
  • To begin a new model bundle ID, type N and press Enter or click the New button. The system automatically generates Model Bundle Ids.
  • Enter the Model Bundle ID of an existing bundle. You can also type part of the model bundle ID preceded by a back slash "" to access a cross-reference list of model bundle IDs.
  • Description – Enter a description for this model bundle. The model bundle description can be up to 35 characters long.
  • Comments – Enter a comment for this model bundle.
  • Default Price – Select the default price from the dropdown box. The user has a choice of Price 1 through Price 5 and List. When this model is selected in Serialized Boat Inquiry or Contract Maintenance, the price that you select as the default here will automatically display in the Price field. You can override the price in Contract Maintenance.
  • Price Formula – Enter the price formula for this model or press enter to skip this field. If price formulas are not used, the price and cost information for the model will have to be maintained manually. Price formulas are maintained in Price Formula Maintenance on the Codes Maintenance menu.
  • List Price – Enter the List Price for this model. If you are using a price formula, leave the Line Price items as 0.00.
  • Click the Calculate button to calculate prices. A price formula must be entered in the Price Formula field before the prices can be calculated.
  • Line 1 Price through Line 5 Price – Enter a line price if applicable.
  • Click the Calculate button to calculate prices. A price formula must be entered in the Price Formula field before the prices can be calculated.
-- Calculate Prices –-​

If using a Price Formula, Click the Calculate button to calculate prices for the above prices. A Price Formula must be entered prior to calculating prices.

-- Bundle Detail Grid –-​
  • Type – Press F6 or click the Bundle Detail F6 from the Command Panel. This opens the Bundle Detail Entry screen.

-- Bundle Detail Entry --​

  • Type – Select the type from the dropdown box. Choices are Boat, Motor, Trailer, and Other.
  • Vendor ID – Enter the vendor number for this bundle model; you can also type the vendor’s name preceded by a back slash "" to access a cross-reference list. When a vendor ID is selected, the vendor name automatically fills in next to the ID field.
  • Model ID - Enter the model number for this model; you can also type part of the model number preceded by a back slash "" to access a cross-reference list of model numbers. When a model ID is selected, the model name automatically fills in next to the model ID.
  • Model Desc – The model description automatically fills in when a model ID is selected.
  • Model Year – The model year automatically fills in when a model ID is selected.
  • Model Type – The model type automatically fills in when a model ID is selected.

 -- Options Grid--

  • Type – Select the type from the dropdown box. Choices are Option and Accessory.
  • Code - Enter the code for this option/accessory; you can also type part of the option/accessory code preceded by a back slash "" to access a cross-reference list.
  • Description – The description automatically fills in when an option/accessory code is selected.
  • Quantity – The quantity defaults to one. You can override this quantity.
  • Price – The price defaults to the default price for this option/accessory. You can override this price.
  • Price Extension – The price extension automatically fills in based on the number in the Quantity field. When the Quantity is changed, the Price Extension changes accordingly.
  • Click Save button to save this Bundle Detail entry and return to the Bundle File Maintenance screen.
  • Vendor – This field is automatically filled in after saving and closing a new Bundle Detail Entry.
  • Vendor Name – This field is automatically filled in after saving and closing a new Bundle Detail Entry.
  • Model ID – This field is automatically filled in after saving and closing a new Bundle Detail Entry.
  • Model Number – This field is automatically filled in after saving and closing a new Bundle Detail Entry.
  • Year – This field is automatically filled in after saving and closing a new Bundle Detail Entry.
  • Model Description – This field is automatically filled in after saving and closing a new Bundle Detail Entry.