When it comes to product bundles, there are multiple ways of configuring bundles to solve the
When it comes to product bundles, there are multiple ways of configuring them to solve varying needs.
But what if you want to have a bundle automatically selected when another bundle is selected?
We have a few solutions.
Nested Bundle
If a product bundle needs to be selected as part of another bundle, the simplest way to achieve this is by adding the second bundle as a product option of the first bundle. Checking the “Selected” checkbox will ensure the product bundle is selected by default, but can be deselected inside the product configuration section when editing the quote line. To disable the deselection option, check the “Required” checkbox. The price can be set to zero by checking the “Bundled” checkbox. This will also set a fixed quantity set on the product that cannot be edited.
Quote-Scope Product Rule
You can set up an automatic selection of a product bundle by creating a Quote-Scope Product Rule with a Type of Selection. Your condition would be designating that Bundle Parent 1 is on the quote lines. You can add additional criteria if needed, including quantity thresholds to trigger the You can set up an automatic selection of a product bundle by creating a Quote-Scope Product Rule with a Type of Selection. Your condition would be designating that Bundle Parent 1 is on the quote lines. You can add additional criteria if needed, including quantity thresholds to trigger the event. Then, the product action on the rule would be “Add”. Select Bundle Parent 2 as the product you’re adding when Bundle Parent 1 is present.
Some considerations:
- Under the assumption your Bundle Parent 1 is set to always configure:
- Upon selecting it to add to your quote you will have an opportunity to choose what child products to add.
- However, after that you will be taken to the quote lines and will see Bundle Parent 2 has been added, but without its children configured.
- You are able to click the wrench to continue configuration of Bundle Parent 2.
- To get around this additional configuration step on the quote lines, you are able to set the child products on Bundle 2 to selected or required in the options on Bundle Parent 2.
- If you have children auto-selecting, they WILL appear on your quote as part of the Add product action.
- If you want to only bring a child over from Bundle 2, you would set up the product rule to add the child as opposed to parent 2, but the child will come over, parentless.
