Bundles in Product Experience Manager (EP PXM)

With Product Experience Manager (EP PXM), you can create and manage bundles. A bundle is a purchasable product that is composed of a combination of two or more products that you want to sell together.

With bundles, your store can offer your customers a discounted price for a group of products when a customer buys those products together. For example, a customer can purchase the newest Playtend video game for the original price or buy the whole franchise series for a sales price. Sale prices depend on the type of bundle. A bundle must contain at-least two products. A bundle with a single option must contain minimum two quantity of the same option or you must add two options to the bundle.

note

The Variations tab is disabled for bundles. If you want to convert a product to a bundle, ensure that all variations associated with the product are deleted before you enable the Product Bundle toggle.

The following table describes the capabilities and pricing that bundles can have.

Pricing	Requires SKU?	Price Book Entry	Capabilities
Fixed - enables you to assign a fixed price for all the products in a bundle. The bundle can contain items that are available for individual purchase, however, when purchased in a fixed-price bundle, are offered at a discounted price.	Yes	Mandatory	Sale Pricing - define reduced pricing for the total price of the bundle. Volume Pricing - offer promotional prices for products bought in bulk. Bundle Inventory Management - bundle inventory can be tracked based on the availability of individual items in the bundle. In this case, the maximum number of bundles you can sell is equal to the number of the option that is least available.
Automatic/cumulative - the price of a bundle can be generated automatically based on the sum of the component products. Ensure that you set a price for each product within the bundle. If a component product does not have a price, the bundle price cannot be set and customers cannot purchase the bundle.	Optional	Not available when SKU is present	Sale Pricing - define reduced pricing for the total price of the bundle.

Examples of Bundles

The following table describes some examples of bundles.

Bundle Type	Pricing	Description
Pure bundles	Fixed	Products are available only as a bundle.
Joint bundles	Fixed, Automatic/cumulative	A bundled price offered for two or more products.
Gift sets	Fixed	A bundle created from a set of predefined items.
Leader bundle	Automatic/cumulative	A popular product is offered for a discount if you buy it with another less popular product.
Mix and Match bundles	Automatic/cumulative	Bundle products are selected from a predetermined list of items that you can bundle together.
Upsell bundles	Automatic/cumulative	Discounted price for the current product when bought together with an accessory as a related item.
Gift sets	Automatic/cumulative	A bundle created from a set of predefined items.

For example, Playtend Games has a bundle that consists of a game console, the Playtend Invaders Game, and the Invaders Controller, and the bundle is available for purchase at $500. The individual price of the products in the bundle are $500 for the game console, $50 for the Playtend Invaders Game, and $75 for the Invaders Controller. This makes the total of the products $625 when bought individually. The price of the bundle is defined in the price books associated with the bundle SKU and the sale price depends on the pricing configuration for the SKU.

Sale Pricing

You can set a sale price for an item within a bundle so that the product is sold at the sale price when sold as a part of the bundle. For example, if you have a bundle consisting of four items, you can apply a discounted price to an item within the bundle to get a bundle sales price.

Product	Regular product price	Bundle sales price
Product A	$100	$80
Product B	$50	$50
Product C	$30	$30
Product D	$130	$130
Total	$310	$290

Volume Pricing

You can configure volume pricing for minimum quantities of products. When a customer adds sufficient quantity of an item and meets the minimum required quantity for different pricing, all products with that item SKU are discounted in the cart. You can define the price range for different quantities of different items, as explained in the following example.

Quantity	Price/Each
1-5	$10.50
6-10	$10.00
11-20	$9.50
21-50	$8.50
51+	$7.90

Components and Options

You can create multiple components within a bundle. Each component can have a number of options. Each option is a product and a quantity. For example, Playtend Games can create a bundle where the total bundle price is calculated based on the options that the buyers choose.

You must create components and options before you can save a bundle.

Dynamic Bundles

Dynamic bundles allow your shoppers to choose their own options in a bundle. For example, you can enable a shopper to select 1 or more product options from a list of 10, giving your shoppers greater flexibility when selecting products in your store front.

You can do this by configuring minimum and/or maximum values for the number of product options in a component that your shoppers can select. For example, you can offer a promotion where you sell 4 books for a single price and your customers can select 4 books from a list of 10. When you create the bundle, add all ten products to the bundle and specify that the minimum selection required is 4, and the maximum selection allowed is 4.

Before you Begin

• Ensure that you have created at least one price book.
• Ensure that all products that you want to add in the bundle are created with the required details.

important

An error is returned if you save a bundle without SKU before adding components and options in the bundle. A bundle with a single option must contain minimum two quantity of the same option or you must add two options to the bundle.

Procedure

1. In the Product Details tab, enter the following details:

   • (Optional) Expand Locale drop-down list. The languages you have configured in Settings > Locale are displayed first. Custom product locales are displayed underneath. See Configuring Locales.
   • Name: Name for the bundle.
   • (Optional) Description: A description for the bundle.
   • (Optional) SKU Number: The SKU of the product.
   • Slug: A label for the product that is used in the URL paths. A slug can contain any combination of letters, numbers, periods, hyphens, and underscores. No spaces or other characters are allowed. By default, the product name is used as the slug.
   • (Optional) MPN: Manufacture Part Number (MPN).
   • (Optional) UPC/EAN: Universal Product Code (UPC) or European Article Number (EAN) used to scan a product in a Point of Sale (POS) system.

2. To create a bundle, click the Product Bundle toggle and enable bundle status. Components & Options is displayed.

3. Click the Product Status toggle and set the product status.

4. In Commodity Type, select whether the product is physical or digital.

5. In Components & Options, click Add Component.

6. In Component Name, enter a name for the component. The component name is the name that is displayed in your storefront.

7. In Component Key, enter a unique identifier to identify a component. The component key can be anything you like but it should be relatively short and must not contain any special characters.

8. In Minimum, enter the minimum number of products a customer can buy.

9. In Maximum, enter the maximum number of products a customer can buy.

10. Repeat these steps for each component you want to create. All components are listed in the Components & Options table.

11. To add options in a component, select the component. Options for (component name) is displayed, where component_name is the name of the component that want to create options for.

12. Click Add options. All products available to add as options are listed in a table with the following details:

    • Image : Displays image associated with the option, if any.
    • Product Name: Specifies the name of the option.
    • SKU: Specifies the SKU of the option.
    • Type : Specifics whether the option is a parent product or a child product.
    • Product Status: Specifics whether the option is in live state or draft state.

13. To add an option to the component, click the + icon in the option row. All options for a specific component are listed in table with a title Options for (component name). You can add as many options you want. You can also filter the options products by SKU, Product Name, and Product status, or search for a specific product by SKU.

14. To add options to other components, repeat steps 8 and 9.

15. Click Next or Save & Exit.

Adding templates to a bundle

Ensure that at least one template is available in the store.

1. In the Product Templates tab, click Add Templates.

   The templates available for the bundle are listed.

2. To add a template to the bundle, click + in the template listing.

   All templates added to the bundle are displayed in the Templates list table. This page also provides details of the templates, such as the name and values of the attributes in the templates.

3. Click Next or Save & Exit.

Configuring bundle pricing

Depending on the type of pricing you want to implement, you must already have configured the following.

• If you want to create a price book entry in a bundle so you can assign a fixed price for all the products in a bundle, you must have already configured a price book that you want to use with your bundle. Your bundle must have a SKU.
• If you want the price of a bundle generated dynamically based on the sum of the component products included in a bundle, ensure that each product in the bundle has a price.

Configuring fixed bundle pricing

If you want the price of a bundle generated dynamically based on the sum of the component products included in a bundle, ensure that each product in the bundle has a price.

1. Go to Products.

2. Select the bundle whose price you want to configure.

3. Click Pricing.

4. Click Price Bundle by SKU. (Your must bundle must have a SKU).

5. In the Pricing > Price Books tab:

   1. To associate the bundle with a price book, in the Select Price Book field, select a price book.
   2. Enter the price in the available currencies. You can configure currencies in Settings > Currencies.
   3. In Actions, click Save.

6. If you want to add volume pricing for the products in your bundle, click Add Volume Level.

   1. In Price Book, select the price book you want from the drop-down list.
   2. In Min Purchase Quantity, type the minimum quantity of products a customer must select to receive the volume price.
   3. Type a price for each of the available currencies. You can configure currencies in Settings > Currencies.
   4. Click Add Level.

7. To add a sale price to an option, click the + Add Sale Price and do the following:

   1. To associate the option with a price book, in the Select Price Book field, select a price book.
   2. In Sale Name, type a name for your sale. For more information, see the Price books and Settings > Currencies sections.
   3. Click Add Sale.

8. Click Next or Save & Exit.

Configuring automatic/cumulative bundle pricing

If you want to create a price book entry in a bundle so you can assign a fixed price for all the products in a bundle, you must have already configured a price book that you want to use with your bundle. Your bundle must have a SKU.

You can configure sale pricing for a bundle that uses automatic/cumulative pricing.

1. Go to Products.

2. Select the bundle whose price you want to configure.

3. Click Pricing.

4. To add a sale price to an option, click the + Add Sale Price and do the following:

   1. To associate the option with a price book, in the Select Price Book field, select a price book.
   2. In Sale Name, type a name for your sale. For more information, see the Price books and Settings > Currencies sections.
   3. Click Add Sale.

5. Click Next or Save & Exit.

Managing product inventory

You can track the number of bundles by SKU, if you set the number of bundles available in store. Bundle inventory can be tracked based on the availability of individual items in the bundle. In this case, the maximum number of bundles you can sell is equal to the number of the option that is least available.

You cannot track the inventory of a bundle without SKU. However, you can track the inventory based on the availability of individual items.

1. In the Inventory tab, click Manage inventory. The following details are displayed:

   • Product Name
   • SKU
   • In stock
   • Allocated: The amount of reserved product in stock.
   • Available: The amount of product available in the stock minus allocated product, where Available = Total - Allocated.

2. In the Manage inventory > Actions field, select one of the following options, and in the Qty field, enter the appropriate quantity:

   • Allocate: Reserves a number of inventory items so that you cannot sell the allocated items.
   • Deallocate: Reduces the number of allocated items so that you can sell the items again.
   • Increment: Adds stock to the total inventory.
   • Decrement: Reduces the specified quantity from the total inventory.

   After you update the stock, the activity is added to the log and the Inventory log tab displays the details of each activity.

3. Click Next.

Managing product media

1. To add a media for the bundle, in the Media Management tab, do one of the following:

   • Drag and drop the file from your local directory.
   • Click Choose File and browse and add the file.
   • In the add by URL field, add the URL for the media.

2. Click Done.

   You can add multiple media for a product. All media that you upload are listed in the Media upload table.

3. To assign an image as the main image for the product, select the Use as main image field next to the image name.

4. Click Save.

Editing Bundles

After editing a bundle, ensure that you republish all catalogs that contain the bundle to reflect the changes.

1. In the Product Experience Manager > Products page, do one of the following:

   • Double click a product.
   • Click the ... icon and click Edit.

2. Update the details as required. For the changes to appear in the store, republish the catalogs that contain hierarchies with this product.

Deleting Bundles

Deleting a bundle removes bundle information and the associated media files from the database. However, the product options in the bundle are not deleted from the database. You must republish the catalog to update the catalog release with the changes. If you want to keep your hierarchies and price books up to date, remove the deleted bundles from those resources.

Even after deleting a bundle, an order history that has the bundle still keeps the product information of the deleted bundle, such as, the product SKU, product ID, and price. However, clicking the product does not take a shopper to product details.

• In the Product Experience Manager > Products page, click the ... icon and click Delete.

tip

You can remove bundle products from a catalog, but still keep them in the database for audit purposes.

1. Set the product status to Draft.
2. Remove the product from hierarchies and republish the affected catalog so that it does not appear in the storefront.

Related Resources

Concepts

• Bundles - Product Experience Manager (EP PXM)
• Product Templates
• Product Attributes
• Product Hierarchies
• Price books
• Catalog

APIs

• EP PXM
• Products