Syncro's Ad-hoc Bundles feature allows you to build bundles on the fly when putting together an Invoice or Estimate. You can track all the inventory items and (including the labor) that goes into a bundle, but show the bundle as a single line item so the end user doesn't see everything that goes into it.

Notes: 

• You can't save Ad-hoc Bundles for re-use on future invoices or estimates. However, you can build Pre-defined Bundles in the Inventory module.
• Ad-hoc Bundles can't be linked to asset counts nor have their quantity changed on the invoice. (Ad-hoc Bundles must be a quantity of 1.)
• The Prepay Hours (Block Hours) and Deposit features are not currently compatible with Ad-hoc Bundles.

There are two ways you can build an Ad-Hoc Bundle:

1. Add items, then name the bundle: You'll typically use this method when you're adding items to an Invoice or Estimate, then decide you want to bundle some or all of them into a single line item.
2. Name the bundle, then add items: Use this method when you know ahead of time that you want to create a bundle.

This document shows you how to do both for an Invoice, but they work the same for Estimates.

Create the Bundle

To create an Ad-Hoc Bundle, follow these steps:

1. Open (or create) an Invoice or Estimate.
2. Scroll down to the LINE ITEMS section.
3. Add as many items to the invoice as desired—both labor and products.
   Notes: 
   1. If you want to add items later, skip this step.
   2. If you add any serialized items, make sure to choose serial numbers for them before converting into an Ad-hoc Bundle.
4. Click Create Ad-Hoc Bundle.
   
   Syncro displays the Create an Ad-Hoc Bundle pop-up:
   
5. Give the bundle a Name and Description.
6. Click Create Ad-hoc Bundle. Syncro expands the Create an Ad-Hoc Bundle pop-up where you can make further adjustments (or specify the details of your bundle if you haven't selected items yet):
   1. In the Bundle Information section, you can change the Name, Description, and Price Retail (but not the cost or margin).
   2. In the Add Items to the Bundle section, add additional items if desired. 
   3. In the Bundle Line Items section, click Remove next to any item you don't want included in the bundle. Syncro moves that item down to the Non-Bundle Line Items section. 
   4. Likewise, in the Non-Bundle Line Items section, click Add next to any item to move it into the Bundle Line Items section and include it in the bundle. 
      Note: Any items in this section that came from the Invoice or Estimate will remain there, but any items added in this pop-up will disappear when you exit.
7. Click Save.
8. Syncro displays the Ad-Hoc Bundle as a line item on the Invoice, which is what the customer will see. 
   Tip: Click the down caret to expand the section and see all the items contained in the bundle. (Your end user never sees this.)
   
   Note: You can't edit an Ad-Hoc Bundle. You'll need to delete it by clicking the red X, then create a new one.