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Product Bundles Documentation

Menu Location: Products > Bundles

Access Level: Administrator and above

Last Updated: 2026-03-01

Overview

The Product Bundles page allows you to create and manage product bundles - collections of multiple products sold together as a single package, often at a discounted price. Bundles are perfect for meal kits, gift baskets, variety packs, and curated collections.

Primary Functions:

  • Create product bundles combining multiple items
  • Set bundle pricing (discount from individual prices)
  • Manage bundle inventory and availability
  • Track bundle sales performance
  • Configure bundle display and marketing
  • Handle bundle substitutions and variations

Page Layout

Header Section

  • Create New Bundle Button: Launch bundle builder
  • Search Bar: Find bundles by name or SKU
  • Active/Inactive Filter: Toggle bundle status

Bundles List Table

  • Bundle Name
  • SKU
  • Number of Products in Bundle
  • Bundle Price
  • Individual Products Total (comparison)
  • Savings Amount/Percentage
  • Inventory Status
  • Active/Inactive Status
  • Sales Count
  • Edit/Duplicate/Delete Actions

Bundle Details Panel

When editing a bundle:

  • Bundle information form
  • Product selector (add/remove bundle items)
  • Pricing configuration
  • Inventory settings
  • Display options
  • Preview of customer-facing bundle

Creating Product Bundles

Basic Bundle Creation

Steps:

  1. Click "Create New Bundle" button
  2. Enter bundle name (e.g., "Family Meal Kit", "Grill Master Pack")
  3. Enter bundle SKU (auto-generated or custom)
  4. Add description (appears to customers)
  5. Select category/classification
  6. Upload bundle image (shows in store)
  7. Click "Save & Continue"

Adding Products to Bundle

Steps:

  1. In bundle editor, click "Add Product"
  2. Search for product by name or SKU
  3. Select product from results
  4. Set quantity (e.g., 2x Chicken Breast, 1x BBQ Sauce)
  5. Optional: Mark as substitutable
  6. Repeat for all products in bundle
  7. Review product list
  8. Click "Save Products"

Bundle Composition Tips:

  • Include 3-8 products for optimal value perception
  • Mix product types for variety
  • Consider complementary products (proteins + sauces + sides)
  • Balance high-value with lower-cost items

Setting Bundle Pricing

Pricing Strategies:

Fixed Price:

  • Set specific bundle price (e.g., $49.99)
  • System shows savings vs. individual prices
  • Best for standardized offerings

Percentage Discount:

  • Set discount percentage (e.g., 15% off total)
  • Bundle price auto-calculates
  • Updates when product prices change
  • Best for dynamic pricing

Steps:

  1. Scroll to Pricing section
  2. View "Individual Products Total" (sum of all items)
  3. Choose pricing method:
    • Fixed Price: Enter bundle price directly
    • Percentage Discount: Enter discount percentage
  4. System displays savings amount
  5. Click "Save Pricing"

Example:

  • Individual Products Total: $65.00
  • Bundle Price: $49.99 (23% off)
  • Customer Savings: $15.01

Managing Bundle Inventory

Inventory Calculation Methods

Component-Based (Recommended):

  • Bundle availability based on component inventory
  • If any component out of stock, bundle unavailable
  • Most accurate, prevents overselling

Independent Inventory:

  • Track bundle inventory separately
  • Pre-pack bundles, track as single SKU
  • Best for pre-assembled bundles

Hybrid:

  • Some components tracked, some not
  • Useful for bundles with one limited item

Setting Inventory Method

Steps:

  1. Edit bundle
  2. Navigate to Inventory section
  3. Select inventory method:
    • Component-Based: Auto-calculate from ingredients
    • Fixed Quantity: Set specific bundle inventory count
  4. If fixed quantity, enter available count
  5. Set low stock alert threshold
  6. Click "Save Inventory Settings"

Handling Out-of-Stock Components

Options:

  • Make Bundle Unavailable: Hide bundle when component out
  • Allow Substitutions: Replace missing item with alternative
  • Partial Bundle: Sell without missing component at adjusted price

Substitution Setup:

  1. Edit bundle
  2. Find product in component list
  3. Check "Allow Substitution"
  4. Add approved substitute products
  5. Set substitution rules (automatic or admin approval)
  6. Save changes

Bundle Display & Marketing

Customer-Facing Display

Bundle Page Elements:

  • Bundle name and hero image
  • Description and benefits
  • List of included products (with images)
  • Pricing (bundle price + original total + savings)
  • Add to cart button
  • Bundle reviews/ratings

Configuring Display

Steps:

  1. Edit bundle
  2. Navigate to Display Settings
  3. Set options:
    • Show Individual Prices: Display each item's price
    • Highlight Savings: Emphasize discount
    • Featured Bundle: Show on homepage
    • Limited Time Offer: Add urgency banner
    • Badge: "Best Value", "Customer Favorite", etc.
  4. Upload high-quality bundle image (1200x800px recommended)
  5. Write compelling description focusing on benefits
  6. Add tags for searchability
  7. Preview customer view
  8. Click "Save Display Settings"

Bundle Merchandising

Homepage Featured Bundles:

  • Select bundles to feature on homepage
  • Rotate seasonally or based on performance
  • Limit to 3-4 bundles to avoid choice paralysis

Cross-Selling:

  • Suggest bundles when customer views component products
  • Example: Customer viewing chicken sees "Grilling Bundle"

Bundle Variations

Creating Multiple Bundle Sizes

Example: Meal Kit in 2-person and 4-person sizes

Steps:

  1. Create base bundle (2-person)
  2. Click "Duplicate"
  3. Rename to "4-Person Meal Kit"
  4. Double quantities of all products
  5. Adjust pricing appropriately
  6. Link bundles as variations
  7. Customer sees size selector on product page

Seasonal Bundle Variations

  • Create seasonal versions of popular bundles
  • Example: "Summer Grilling Bundle" vs. "Winter Comfort Bundle"
  • Activate/deactivate based on season
  • Maintain separate performance tracking

Common Use Cases

Use Case 1: Create Value Bundle

Goal: Create "Family Dinner Bundle" to increase average order value

Steps:

  1. Click "Create New Bundle"
  2. Name: "Family Dinner Bundle"
  3. SKU: FAM-DINNER-001
  4. Description: "Everything you need for a delicious family dinner for 4. Includes premium proteins, fresh vegetables, and our signature sauce."
  5. Add products:
    • 2 lbs Chicken Breast
    • 1 lb Brussels Sprouts
    • 1 lb Baby Potatoes
    • 1 Signature BBQ Sauce
    • 1 Dinner Roll Pack
  6. Individual Total: $42.50
  7. Set bundle price: $34.99 (18% off)
  8. Upload appetizing bundle photo
  9. Set as "Featured Bundle"
  10. Activate bundle

Result: Customers save $7.51, you increase sales volume

Use Case 2: Seasonal Gift Bundle

Goal: Create holiday gift basket for November-December

Steps:

  1. Create bundle: "Holiday Feast Bundle"
  2. Add premium holiday products (turkey, sides, desserts)
  3. Price at attractive discount (25% off)
  4. Upload festive image
  5. Set active dates: Nov 1 - Dec 23
  6. Add "Limited Time" badge
  7. Feature on homepage
  8. Email campaign to customer list
  9. Track sales daily
  10. Auto-deactivate Dec 24

Use Case 3: Handle Sold-Out Component

Goal: Component product is out of stock, need to substitute

Steps:

  1. Notice "Grill Master Bundle" unavailable
  2. Check components - Ribeye Steak is out
  3. Edit bundle
  4. Find Ribeye in component list
  5. Add substitution: New York Strip Steak
  6. Set substitution to "Automatic"
  7. Save bundle
  8. Bundle becomes available again
  9. Customers receive NY Strip instead
  10. Email explains substitution and offers discount if preferred ribeye

Use Case 4: Analyze Bundle Performance

Goal: Determine which bundles to keep, improve, or retire

Steps:

  1. Review bundles list
  2. Sort by sales count (last 90 days)
  3. Identify top performers:
    • High sales count
    • Good profit margins
    • Positive customer reviews
  4. Identify underperformers:
    • Low/no sales
    • High return rate
    • Negative feedback
  5. Actions:
    • Top performers: Create variations, increase marketing
    • Medium performers: Adjust pricing, improve images, better descriptions
    • Underperformers: Deactivate, reimagine, or delete
  6. Create new bundles based on customer purchase patterns

Use Case 5: Create Subscription Bundle

Goal: Offer recurring bundle subscription

Steps:

  1. Create bundle: "Weekly Meal Prep Bundle"
  2. Add 7 meals worth of ingredients
  3. Set competitive subscription pricing
  4. Mark as "Subscription Available"
  5. Configure subscription options:
    • Weekly delivery
    • Bi-weekly delivery
    • Monthly delivery
  6. Allow customers to skip weeks
  7. Offer slight discount for subscription vs. one-time
  8. Track subscription retention

Troubleshooting

Bundle Shows Out of Stock But Components Available

Check:

  1. Verify inventory calculation method
  2. Check if any component has quantity too low for bundle
  3. Review inventory thresholds
  4. Confirm bundle is marked as "Active"

Solutions:

  1. If component-based, verify all components have sufficient stock
  2. Check for hidden components or dependencies
  3. Temporarily switch to fixed quantity inventory
  4. Rebuild bundle if data corruption suspected

Bundle Pricing Not Calculating Correctly

Symptoms:

  • Savings shown incorrectly
  • Bundle price doesn't match percentage discount

Solutions:

  1. Verify individual product prices are current
  2. Re-save bundle pricing
  3. Check for pricing rules overriding bundle price
  4. Clear cache if prices not updating on site

Substitution Not Working

Check:

  1. Substitute product is active and in stock
  2. Substitution rules configured correctly
  3. Substitution feature enabled system-wide

Solutions:

  1. Re-add substitute product
  2. Verify substitute product available
  3. Check system settings for substitution permissions
  • Products (admin-edit.php) - Manage individual products in bundles
  • Inventory - Monitor component inventory levels
  • Orders - View bundle orders and fulfillment
  • Reports > Product Performance - Bundle sales analytics

Permissions & Access

Required Access Level: Administrator or higher

Access Level Capabilities:

  • Administrator: Create, edit, delete bundles; set pricing; manage inventory
  • Kiva Admin: All features + system configuration

Restricted Features:

  • Create/Delete Bundles: Requires Administrator
  • Pricing Changes: Requires Administrator

Best Practices

Bundle Design

  1. Focus on value - Minimum 10-15% savings to attract customers
  2. Complementary products - Items that make sense together
  3. Clear value proposition - Make savings obvious
  4. High-quality images - Show all products together
  5. Limit choices - 5-10 active bundles maximum

Pricing Strategy

  1. Use percentage discounts - Auto-adjusts with product price changes
  2. Show savings prominently - "Save $15!" is powerful
  3. Strategic loss leaders - Bundle can be lower margin to drive volume
  4. Test pricing - A/B test different discount levels
  5. Seasonal adjustments - Higher discounts during slow periods

Inventory Management

  1. Use component-based inventory - Most accurate
  2. Set up low-stock alerts - Avoid disappointing customers
  3. Plan substitutions - Have backup options ready
  4. Monitor bundle component usage - Forecast needs
  5. Pre-pack popular bundles - Speeds fulfillment

Marketing

  1. Feature bundles prominently - Homepage, email campaigns
  2. Create urgency - Limited time offers, seasonal bundles
  3. Tell a story - "Perfect for date night" sells better than product list
  4. Customer testimonials - Show bundle reviews
  5. Cross-sell - Suggest bundles when viewing components

Things to Avoid

  • ❌ Too many products in bundle (overwhelming)
  • ❌ Minimal discount (why buy bundle?)
  • ❌ Incompatible products (confuses value)
  • ❌ Poor quality images (lowers perceived value)
  • ❌ Complicated substitution policies (frustrates customers)

Quick Reference Card

Task Action/Location
Create bundle Click "Create New Bundle"
Add products to bundle Bundle editor > "Add Product"
Set bundle price Pricing section > Enter fixed price or percentage
Configure substitutions Edit product in bundle > "Allow Substitution"
Feature on homepage Edit bundle > Display Settings > "Featured"
Check bundle performance Sort bundles by Sales Count
Duplicate bundle Find bundle > Click "Duplicate"
Handle out-of-stock Edit bundle > Add substitute products
Set inventory method Bundle editor > Inventory > Select method
Deactivate seasonal bundle Edit bundle > Status > "Inactive"

FAQs

How many products should a bundle include?

Sweet spot: 3-6 products for most bundles. Enough for good value, not so many it's overwhelming. Gift bundles can go higher (8-12).

What discount percentage works best?

Industry standards:

  • Minimum: 10% (noticeable value)
  • Good: 15-20% (attractive offer)
  • Excellent: 25%+ (hard to resist) Test what works for your products and margins.

Should I use fixed pricing or percentage discounts?

  • Percentage discount: Better for bundles where component prices change frequently
  • Fixed price: Better for strategic pricing (e.g., $49.99 looks better than $51.23)

How do I handle bundles when a component is discontinued?

  1. Find suitable replacement product
  2. Add as substitute to bundle
  3. Update bundle description if needed
  4. OR deactivate bundle and create new one

Can customers customize bundles?

Depends on system configuration. Options:

  • Fixed bundles: All customers get same products
  • Semi-custom: Choose from pre-approved substitutions
  • Fully custom: Build-your-own bundle feature Check with administrator for your capabilities.

How do I track which bundles are most profitable?

Look at:

  • Sales count (volume)
  • Total revenue (sales × price)
  • Profit margin (bundle price - component cost)
  • Customer acquisition (new customers via bundles) Export bundle sales report for detailed analysis.

Should I show individual product prices in the bundle?

Yes - Transparency builds trust and highlights savings. Customers appreciate seeing:

  • Individual prices
  • Total if bought separately
  • Bundle price
  • Savings amount

How often should I update bundles?

  • Seasonal bundles: Update 4x per year
  • Evergreen bundles: Review quarterly
  • Trending bundles: Monitor weekly, adjust as needed
  • Product changes: Update immediately when component changes

Can I offer bundles as subscriptions?

Yes! Bundle subscriptions are powerful:

  • Higher customer lifetime value
  • Predictable revenue
  • Stronger customer relationship Configure subscription options when creating bundle.

What if a bundle component is recalled or unavailable?

Immediate actions:

  1. Pause bundle (make inactive)
  2. Email customers with pending bundle orders
  3. Offer full refund or substitute
  4. Update bundle with new component
  5. Reactivate when safe

End of Documentation

For additional help, contact your system administrator or Kiva Logic support.