Understanding Bundles in Nikohealth
In NikoHealth, a Bundle is a unique catalog item that is made up of multiple existing items. Bundles are used when the action of selecting one product should automatically add a predefined set of items to an Order.
A CPAP Machine is a good example of a Bundle. The code DSX500T11C consists of: the device, heated humidifier, heated tubing, filters, water chamber, & a wireless modem.
Key points about bundles in NikoHealth:
A bundle is created as a new product in the catalog
The product is designated as a Bundle type
Existing catalog items are selected as components
When a bundle is added to an order, all component items are automatically added
Bundles are designed for fixed, standardized item groupings.
Creating Bundles
Step 1: Navigate to the Product Catalog
Go to Management → Products and Suppliers → Catalog
Click the blue + icon in the top-right corner
Select New Product
Step 2: Enter Product Details
On the Product Details screen, complete the required fields:
Name
Manufacturer
Category
Group
Part #
Status
Step 3: Set the Product Type to Bundle
In the Properties section, open the Type dropdown. There are 3 available options: Non-Serialized, Serialized, and Bundle. Select Bundle.
Once Bundle is selected, the Items section becomes available.
Step 4: Add Items to the Bundle
Scroll to the Items section. In the Add Item field:
Begin typing Product name or Part number
Select the item from the dropdown
Click the + icon to add it
Enter the quantity
Repeat this process for each additional item. Note: You must click the + icon for each item to lock it into the bundle.
Step 5: Review and Save
Verify all items and quantities. Then click Create (or Save) to finish.
Your bundled product is now available for use.
Bundle Behavior & Limitations
Keep the following limitations in mind when creating Bundles:
Bundles are treated as a single unit
Individual items cannot be easily removed or swapped once added via a bundle
Inventory is tracked at the bundle level, not per component
Bundles work best for non-variable, repeatable configurations