IN THIS ARTICLE:
Overview
Bundles can be assigned to users through role offers or workflows, stock will be automatically deducted from quantity levels, when the bundle is packed, or distributed in barcode mode.
If an Item has variants, an admin or vendor has the ability to modify the variant allocated in a bundle, as required. (Provided the selected location holds stock for the replacement variant.)
This functions the same way as a pre-defined bundle, where sizes are specified via a custom form field—the selected size simply replaces the original.
For example, if Paul usually wears a Medium Jacket but it’s out of stock, the admin or vendor can allocate a Large instead. The system will then replace the Medium with the Large, as long as the Large size is available at that location.
Manually Assigning Bundles
Admins can assign bundles to users through the Rewards & Recognition section, follow these steps:
In the admin console, navigate to Users > Rewards & Recognition.
Select the Bundle Templates tab.
Locate or search for the specific bundle, click More Actions > Assign to User.
Fill in the required information and click Submit.
Note: A bundle that includes variants can only be allocated to a user that has selected their appropriate variant / size.
For a bundle or item to be distributed, its status must be either Requested or Packed.
If an item has already been marked as Distributed, it will appear under the Partially Distributed section within the vendor module barcode pop-up.
More Information
For more information on Inventory in Rosterfy, check out the Inventory - Overview article.