---
title: How to create Collections
description: Product collections allow you to group multiple products and sell them as a single unit, such as a gift basket or a set. Below, we will guide you through the process of creating a product collection.
---

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# How to create Collections

## Collections in Rackbeat make it possible to quickly add a group of items to offers, orders, and invoices. Create, customize, and manage product bundles easily. See our guide and learn more about using Collections in Rackbeat.

Collections allows you to quickly add a collection of items to quotes, orders, and invoices in Rackbeat. This is useful if you frequently sell a group of items together.

Collections are similar to Bills of materials but with one important difference:

- **Bills of Materials:** A collection of items sold as a single item. On documents such as invoices, bills of materials appear as one combined item, for example a bicycle.   
  Bills of materials consists of all the parts that together make up a bicycle.
- **Collections:** A quick way to add a group of items, where each item appears on its own line on documents like invoices.  
  ![Skærmbillede 2026-05-28 145156](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-05-28%20145156.png?width=670&height=225&name=Sk%C3%A6rmbillede%202026-05-28%20145156.png)

---

#### Creating Collections

#### Follow these steps to create an item bundle in Rackbeat:

1. Select the **“Items”** tab at the top.
2. Click on **“Collections”** in the menu.  
   ![Skærmbillede 2026-05-28 145459](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-05-28%20145459.png?width=215&height=340&name=Sk%C3%A6rmbillede%202026-05-28%20145459.png)
3. Click **“Create New”** at the top right.  
   ![Skærmbillede 2026-05-28 145534](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-05-28%20145534.png?width=280&height=60&name=Sk%C3%A6rmbillede%202026-05-28%20145534.png)
4. Fill in the information for Collection and click **“Create”**.
   
     1. **Number:** Choose the number for the Collection. If left blank, Rackbeat will automatically assign a number.
     2. **Barcode:** If the Collection has a specific barcode, you can enter it here.
     3. **Description:** You can enter a description for the Collection in Rackbeat.
     4. **Name:** Enter the name of the Collection. ***This is the only required field***. The other fields—"Number," "Barcode," and "Description"—are optional.  
        ![Skærmbillede 2026-05-28 152832](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-05-28%20152832.png?width=411&height=530&name=Sk%C3%A6rmbillede%202026-05-28%20152832.png)
5. Click **"Create"** and then **“Create line”** to add products to your Collection.  
   ![Skærmbillede 2026-05-28 153215](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-05-28%20153215.png?width=620&height=335&name=Sk%C3%A6rmbillede%202026-05-28%20153215.png)

Select a product and the quantity to include in the Collection.

![Skærmbillede 2026-05-28 153444](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-05-28%20153444.png?width=576&height=530&name=Sk%C3%A6rmbillede%202026-05-28%20153444.png)

- **Item:** Select the specific item you want to add to your bundle.
- **Override Item Name:** If this box is checked, you can modify the item name. This will enable the **“Text”** field below.
- **Text:** Here you can change the item name. If the field is greyed out, it's because the “Override Item Name” box above is not checked.
- **Quantity:** Select the quantity of this item to be included in the bundle.
- **Line Price:** Change the sales price of this item line. If no specific line price is set, the bundle will use the item’s regular sales price.
- **Discount (%):** Adjust the discount rate for this item line.

Click **“Save and New”** to add the next product or just **“Save”** if you don’t want to add more items to the bundle.

![Skærmbillede 2026-05-28 153622](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-05-28%20153622.png?width=604&height=630&name=Sk%C3%A6rmbillede%202026-05-28%20153622.png)

Once all desired products have been added to the item bundle, click **“Save”** and then **“Save Changes”** to finish.

![Skærmbillede 2026-05-28 153736](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-05-28%20153736.png?width=459&height=600&name=Sk%C3%A6rmbillede%202026-05-28%20153736.png)

**Please note!** It is not possible to add text lines to a Collection

**Tip:** You can copy an Collection to easily create similar packages with small adjustments. Find your Collection overview, hover over the three dots, click **“Copy Collection”**, and make your edits.

#### **Using Collections**

Go to one of the following:

- **Purchasing**
  
    - Purchase Orders
    - Supplier Invoices
- **Sales**
  
    - Offers
    - Orders
    - Invoices

Create one of them, e.g., an order.

Click on **“Add Collection”** to add a Collection to the order.

Select the Collection and specify how many times you want to add it.

You can also group products using ‘Bill of Materials (BOM)’. [Check out our article on Bill of Materials here.](https://helpdesk.rackbeat.com/knowledge/ht-00068?hsLang=en)

 

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