Licence: A licence upgrade is needed to use this feature. Please contact us for details and to enable this on your site.
EU IOSS: Bundles are not available to EU buyers when EU IOSS is enabled on the site due to the complexity of VAT/tax rules that exist outside of the UK and issues of compliance.
- Types Of Bundling
- Ways To Use Mixed Bundling
- How Mixed Bundles Work (inc VAT/Tax)
- Setup Instructions For Mixed Bundles
- Adding Assembly Instructions to appear on the Picking List
- Order Management, Reporting & Integration
Product bundling opens up new opportunities to promote and sell your products.
Perfect for gift sets, starter kits, cross-sells and more.
Other ideas that can work well with bundles...
> Add Klarna or Paypal Commerce to your site to help spread the payments too!
> Check Product Addons for extra upsell on product pages: read about addons
We are introducing some new terminology to the system, which can be changed in Site Definitions if required.
Types of Bundling
Mixed Bundling - Uses this new feature
Pure Bundling - uses existing system
Setup and sell bundled price deals made up from other products that are also available to buy on your site.
|The items that make up the bundle can only be purchased as part of it and not separately.|
This simply requires you to set up a new product record (and options if required) which describe what is included in the bundle and has a price set for all the described items.
Ways To Use Mixed Bundles
Here are some of the ways to use mixed bundles for your promotions and cross-selling:
How Mixed Bundles Work (including VAT calculations)
A mixed bundle is set up as a product in it's own right, for example a gift set, which is a combination of existing products/variations on the site. This is sold at a discounted overall price compared to buying them separately i.e. the final bundle price is lower than the addition of all the components.
You set up the bundle comprising other products/variations on the site.
VAT is totalled up from each individual product component line's VATable rate, which means you can mix zero/exempt/standard products in the bundle and it will work out the VAT based on each line's VAT rate.
In Product Manager on the product record > Pricing tab we show the aggregate VAT rate across all components that make up the bundle as a 'Custom VAT Rate' so if there are components with different VAT rates then this is what is displayed in that field for system purposes (e.g. this could be 18.25% if there is a mix of VAT and non-VAT items), however we split lines out in the rest of the system into their normal VAT rates.
Example product bundle
Setup Instructions For Mixed Bundles
Product bundles use existing products already set up on the site
When using product variations, you can simplify the display of product options and variations on the product page so that some option fields are hidden where they need to be filled in on the variation record instead.
Tick to enable this in Site Settings > Ecommerce > Hide Product Option Fields Used In Variations (This hides some option fields that need to be entered on variations instead)
This is how it will then look in the product > options tab:
Add the Bundle product
Add the Components in the BOM tab - settings
- Google Products: 'Is Bundle' flag - tick this if you are advertising this bundle on Google.
Now add the Components that make up the Bundle by entering the component's product code in the Component Code field as shown below.
Notice the overall price is automatically calculated and you can enter a discount on each component at this point to vary the bundle price. Alternatively you can enter a price in the pricing tab rather than use these prices and leave 'Sync Prices' unticked.
Note on discount and price calculation:
The discount field excludes VAT and component lines could be a mix of VAT and non-VATable items which you need to remember when working out the final price for the customer.
Adding Assembly Instructions to appear on the Picking List
Add assembly instructions in the Stock tab and these will be displayed on Picking Lists which can be generated in Order Manager. Do not enter a bin number because it will use whatever is set on each component line.
Order Management, Reporting & Integration
- The bundle will appear in Order Manager as a line with the component lines split out underneath.
- The invoice/order note and picking lists will show the component lines split out with a reference to the bundle.
- When the order is transmitted via Tradebox each individual component lines will be shown with the product bundle name prefixed in front of them to act as a reference. This maintains stock control and valuation at the component level rather than sending through a product bundle line.
- When the order is transmitted via Unleashed, it will only currently allow you to send products with the same VAT rate.
- Reports within REC+ will however report using the product bundle so that you can see how many bundles were sold.