How do I set up bundles?

Group your courses for bulk or discounted sales.

To create a product bundle:

  1. Go to Products > Add Product.
  2. Select the Product Bundle type in the Product Data panel.
  3. Go to the Bundled Products tab.
  4. Use the search field to find and add products to the bundle. Repeat as many times as needed, each time clicking on a search result to add it to the bundle.
  5. Publish to save.

Each time you add a product, a new set of bundled product options becomes available. These options allow you to change parameters specific to the added item, such as pricing options and more.

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Pricing

The Bundle type can be used in a wide range of bundling applications with diverse pricing requirements, as it allows you to define a static base price for the entire bundle, and/or to add the individual price of each bundled product to this base price.

Product Bundles in the Cart/Orders

In the cart, a bundle is displayed as a parent line item – named after the product bundle itself – followed by a child line item for each bundled product. Child/bundled items are grouped by their parent/container item and bundled product quantities are kept in sync with the quantity of their parent. This approach makes it possible to define a static base price for the entire bundle, and/or to add the individual prices of bundled products to this base price.

Static Pricing

To assign a static price to a bundle:

  1. Go to Products > All Products and select the bundle you wish to edit.
  2. Select the General tab in the left menu.
  3. Enter a Regular Price and, if needed, a Sale Price. Note: that if you only use these fields to define the price of a bundle, its contents/configuration have no effect on its price. This approach is more limited but the simple pricing configuration is sufficient in many cases.
  4. Update.

Static Bundle Pricing vs. Reporting Accuracy

Changes to the Regular/Sale Price of a bundle only affect the subtotal of its parent cart/order line item. When using this method to set the price of an entire bundle, the subtotals of its child line items will be zero, resulting in inaccurate sales reports for all bundled products. If reporting accuracy is important to you, avoid static bundle prices and only use them if a bundle is a service, process or physical item with a “base value” of its own.

Static Bundle Pricing and Taxes

In some cases, using a static bundle price might not be possible owing to a bundle of products that have different tax rates. A static bundle price limits you to a single tax rate.

Individual Item Pricing

When creating bundles a requirement may be to total the individual prices of some/all bundled items. This is possible by enabling the Priced Individually option, located under the Basic Settings tab of every bundled item.

Note that when Priced Individually is ticked, it is possible to define a % Discount for the bundled product. This is applied to its regular price. Discounts provide an incentive for purchasing items in bulk and/or purchasing optional “add-ons”.

Individual Pricing and Price Visibility

When Priced Individually is enabled, the bundled product price is visible in i) the product details page of the bundle, ii) the cart and iii) order details by default. To change this behaviour, use the Price Visibility options found in the Advanced Settings tab.

Bundled Product Settings

Once a product has been added to a bundle, a new set of options becomes available for the newly added item. These are divided in two tabs: Basic Settings and Advanced Settings.

Basic Settings

  • Minimum Quantity and Maximum Quantity — Used to define an allowed quantity range for the bundled product: Customers are able to choose any quantity within the specified min/max range. Leave the Quantity Max field blank for an unlimited maximum value.
  • Optional — When enabled, customers may choose whether to include the bundled product in their bundle or not. This is a common up-selling technique.
  • Override Default Selections — Used for overriding the default attribute values of bundled variable products.
  • Priced Individually— Adds the price of the bundled product to the base bundle price. With the option enabled, a Discount can be defined.

Advanced Settings

  • Visibility — Controls the visibility of the bundled product: i) in the single product page of the bundle, ii) in the cart/checkout pages, and iii) when displaying order details (including order details displayed in e-mail notifications).
  • Price Visibility — Controls the visibility of the bundled product price: i) in the product details page of the bundle, ii) in the cart and iii) when displaying order details. Applicable when Priced Individually is ticked.
  • Override Title and Override Description — Used for modifying or hiding the original titles and/or short descriptions of bundled products. Note that overridden product titles will replace the original product titles in all template locations, including the cart/checkout and order details.
  • Hide Thumbnail — Controls the visibility of bundled product thumbnails, displayed by default when viewing the single-product details page of a bundle.

Layout

The Layout option controls the appearance of bundled product details in single-product pages. There are 2 alternatives to choose from: Standard and Tabular.

Group Mode

The Group Mode option controls the visibility and indentation of parent/child line items in cart/order templates:

  • Default — Bundled items in cart/order templates are grouped under a parent line item named after the product bundle itself. Bundled items are indented and bundled item quantities are kept in sync with the quantity of their parent. Default must be selected when creating bundles with a static price component.
  • When the Default Group Mode is active, the subtotals of parent/child line items in cart/order templates are added together and the actual subtotal of the parent item is replaced by the aggregated subtotal. Additionally, the subtotals of individually-priced items are indented and displayed with a Subtotal: prefix.
  • No indent — Similar to Default, however instead of being indented, bundled cart/order items include a reference to the bundle they belong to.
  • No parent — Hides the parent item in all cart/order templates, effectively making the Bundle type work similar to the Grouped one. Bundled cart/order items include a reference to the bundle they belong to. Important: No parent is only applicable to virtual bundles without a static price component. Therefore: Virtual needs to be checked and the Regular/Sale Price fields should be blank.