Bundles and Packages are advanced features that enable checking out multiple assets with a single action. Packages are best described as assets that are clamped together such that they are always checked out and checked in together. While Bundles are a grouping of assets that are likely to be checked out for a certain activity.
When to use Packages
Use Packages when you always need to take the same action on a set of assets. For example a GPS tracker bolted to the dashboard in a truck. If GPS tracker is asset # 1 and the Truck is asset # 2, these two assets will always be checked out, checked in and reserved together. If the GPS tracker gets permanently damaged, which is once in a blue moon occurrence, it can be removed from the truck and a new one can be installed. This is a perfect scenario where packages should be used.
Packages can also be used where assets are not literally bolted to one another but are still checked out/in together. For example a laptop bag, laptop and it’s charger. Now if you plan to use these together at all times, these can be packaged together. Assets in a package can not be checked-in/out, individually. Here is a screengrab for a laptop package. Learn More on Packages.
When to use Bundles
Bundles are for creating a loose association of asset types and can include inventory alongside assets. For example, if you need an SLR camera for your photo shoot, you’re not concerned with a specific item # per se but that you be assigned anyone of the available SLR cameras. Bundles come in handy for such scenarios. Let’s say you want to have a bundle for Photo Shoot where you require a camera, and a flashlight. You can add 2 groups for the cameras and the flashlights. Now whenever you are going for a photoshoot, you can checkout this bundle. From groups, it’ll pull up the available camera, and a flashlight to save you the trouble of identifying the available assets within each of those groups/subgroups. You can also add inventory in a bundle. Learn More about Bundles.
Here is a screen grab of a bundle.
| Packages | Bundles |
| Assets Only | Can have both assets and inventories |
| You can take any action on the assets in a package. | You can only check out and reserve bundles. You do so by adding the bundle to cart. |
| All assets are checked out, checked in and reserved etc together. If an asset is no longer relevant to a package,the package should be redefined. | Bundles are flexible. You can change which asset you want from your specified group. You can also remove an asset or inventory before the checkout. |
| Exact assets are named,” Asset groups and subgroups are named. | For actions, bundle pulls up available assets from these groups/subgroups as per the quantity specified in a bundle. Exact inventory items are named. |
About EZO CMMS
EZO CMMS is the next generation maintenance management software. It does more than just simple maintenance, it empowers your teams with a central command center to assign and complete work orders to achieve optimal productivity. We offer a free 15-day trial – no credit card required!
