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Overview #
This document provides the necessary steps to bundle a group of items represented by one parent item. Bundles provide a way to create items which automatically add child items to the basket. These child items are part of the parent items but their price is not shown. The parent item’s price determines the price of the bundle. Once the bundle has been created it can be viewed and edited either to add or remove items from the bundle. This feature is used to sell a set of items, such as a dining room set.
Bundles #
The Bundles section can be accessed from the admin portal under Marketing | Bundles.
Create a Bundle #
To create a new Bundle,
- Click the Add button.
- Enter the information (Refer table 1)
- Click update and ok to save the changes.
| Options | Description | Example/More details |
|---|---|---|
| Item Code | Enter the code of an existing item that will represent the bundle, also known as the Parent item. The price of this item determines the price of the bundle. | If the item does not exist, create it in the Catalog | Items page (Refer to the Items section for more information). |
| Position | Enter position of the child item in the bundle. This is where it will appear in the customer’s basket. Items with lower position numbers will appear first. | Item A has position 2, item B has position 1, and item C has position 5. The order the items will appear in the basket from top to bottom is B then A then C. |
| Upsell/Cross-Sell Item Code | Enter the code of an existing item to be automatically added when the parent item is added. This item will be one of the child items. The price of child items does not affect the total price of the bundle. | In the dining set example, enter the item values for a table and chair. |
| Quantity | The quantity of the child item that will be added to the customer’s basket. | In the dining set example, set a value of 1 for the table item and a value of 4 for the chair item. |
Note
- The child item will have a price of $0.00.
- If the parent item is deleted, the child items are deleted as well.
- The quantities of the child items cannot be changed.
- Child items cannot be deleted from the basket.
- Child items are affected by some promotions, but not all.
- Child items cannot be split on shipping to multiple addresses during checkout as they are always listed under the parent item.
- You must add one item at a time. To add more items to the bundle, finish adding your first item, click on the parent item code on the Bundles page, and add another one. The Item Code field should already be filled in with the correct parent item.
Bundle Example #
An item called ‘Dining Room Set’ is created on the Catalog | Items | Add / Edit Item page. It has a code of DS and a price of $499. Another item called ‘Chair’ is created which has a code of CH, a price of $99, and a Material attribute of value Maple (code M). Another item called ‘Table’ is created which has a code of TB, a price of $199, and a Size attribute of option Large (code L).
In the Marketing | Bundles admin page, a new bundle called ‘Dining Room Set’ is created. It defines that an item with code DS is a bundle that consists of 1xTB.L item and 4xCH.M items.
When a DS item is added to the customer’s basket (from anywhere on the system), the bundle component will do the following on the basket page:
- Determine if DS is a bundle item. Since it is, the child items 1xTB and 4xCH are added to the basket.
- The child items TB and CH are indented in the basket.
- If the DS item is removed from the basket, the TB and CH items are also removed from the basket.
- If the quantity of DS is changed, the quantities of TB and CH scale appropriately. If another DS is added, 1xTB and 4xCH are added for a total of 2xTB and 8xCH.
- The prices for the child items are listed as $0.00.
- Check if a valid promotion is used.
- After the order is made, the indentation and the child items’ blank pricing will be maintained throughout the Checkout, My Account, and View Orders pages as well as all emails.
Note:
A bundle cannot exist within another bundle. Example, bundle A contains child item B which is also bundle that contains item C. Only item B will show alongside the other bundle A items.