Once you have the desired products and/or groups ready to go, you can then assemble them into bundles. Most fence customers will set up three main types of bundles:
Fence bundles for each fence line you sell--you'll draw these as lines on the canvas to represent the fence runs
Gate bundles for your gates--you'll drop these on the canvas as shapes
Post Bundles - while line posts will be included as products inside the fence bundles, you'll want to set up separate post bundles for corner posts, end posts, terminal posts, etc. Like your gates, you'll drop these on the canvas as shapes
The videos below walk you through how to set up each of these bundle types.
How to Set Up a Fence Bundle
How to Set Up Gate and Post Bundles
Editing Bundles in Excel
This video covers how to edit/create bundles from the bundle tab of the spreadsheet. (If you need a refresher on editing products and groups in Excel, go here to watch that video.)
Checking Your Work
Once you've created the desired bundle(s), you can test them in real time in the app. Watch the video below to see how to sketch your bundles and easily check material quantities and pricing to ensure your bundles are set up correctly.
Once you've got bundles loaded in your environment, you should be pretty close! The final step will be reviewing your work and applying any advanced calculations as needed.