Product Bundle Balance

Overview

Below is a clear, business‑focused explanation of the Product Bundle Balance report, written for practical use in Dafater.

Product Bundle Balance – Business Explanation

What business information this report provides

The Product Bundle Balance report shows how many complete product bundles are currently available for sale or delivery based on the stock of their individual components.
Instead of looking at single items, this report answers a key business question:

“How many full bundles can we actually fulfill right now?”

It calculates bundle availability by checking component stock movements recorded in the Stock Ledger and identifying the lowest available component that limits bundle completion.

When and why to use this report

Use this report when your business: - Sells kits, packages, or bundled products - Wants to avoid over‑selling bundles that cannot be fulfilled - Needs clarity on bundle readiness for sales, promotions, or deliveries

This report is especially useful: - Before confirming sales orders - During promotion planning - For production or kitting decisions - When reviewing warehouse stock health

Key columns and what they mean for business

Column Business Meaning
Product Bundle The bundled product sold as a single unit (e.g., Starter Kit, Combo Pack)
Warehouse The location where bundle components are stored
Balance Quantity Number of complete bundles that can currently be fulfilled
Component Item Individual items that make up the bundle
Component Balance Qty Available stock of each component item
Required Qty per Bundle Quantity of each component needed to make one bundle
Limiting Component The component that restricts bundle availability
Company Business entity owning the stock

From a business perspective, the Balance Quantity is the most critical column—it tells you how many bundles you can confidently sell or ship.

Available filters and their business purpose

Filter Business Purpose
Company View bundle availability for a specific legal entity
Product Bundle Focus on a particular bundle for sales or planning
Warehouse Check availability at a specific location
As on Date Understand bundle availability at a specific point in time
Show Zero Balance Identify bundles that are currently out of stock
Item Group Analyze bundles by product category

These filters help sales, inventory, and planning teams quickly get relevant and actionable data.

How to interpret the results for business decisions

This report helps align sales promises with actual inventory capability.

Common use cases and scenarios

Sales Planning - Confirm bundle availability before approving large orders - Prevent order cancellations due to missing components

Inventory & Procurement - Identify which components are blocking bundle sales - Plan restocking based on bundle demand, not just item demand

Promotions & Marketing - Validate stock before launching bundle discounts or campaigns

Operations & Fulfillment - Decide which warehouse can fulfill bundle orders fastest - Reduce last‑minute fulfillment issues

Management Review - Track how efficiently inventory is converted into sellable bundles

Summary

The Product Bundle Balance report gives a realistic, business‑ready view of bundle availability by analyzing component stock. It helps ensure that sales, inventory, and operations teams make confident decisions based on what can actually be delivered—not just what is listed for sale.

This report is essential for any business using bundled products to drive revenue while maintaining strong inventory control in Dafater.

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Report Information