Add a Group Component to a Bundle

Xenial Portal Data Management Ordering Settings Products Product List

Opmerking

Changes made to this component will only affect the current product being edited. The component template is not affected.

To add a group component to a bundle:

  1. Locate the Bundles section of the Build page of the product record.

    • This section is only available when the Enabled toggle in the Bundle Configuration section is set to On.

  2. From the Add dropdown, select Create Custom Component. The Component Options form opens.

  3. From the Component Type field, select Multiple Items.

  4. In the Label field, type a name for the bundle component.

  5. Set the Enabled toggle to On if this component is currently available for the bundle.

  6. (optional) In the Description field, type a description of the component.

  7. From the Destinations field, select the allowed order destinations for this component.

    • For example, if the component is only available when the product is ordered for Eat In, only select the Eat In order destination.

    • All order destinations are selected by default.

  8. From the Select Items Using field, select the desired option. The selected option determines the method that is used to add products to this group component.

    • Specific Items - Select this option to choose specific items from the product list.

    • Use Tags - Select this option to use one or more tags. All items associated with the specified tag(s) are added to the product list for the component.

    • Both - Select this option to choose specific items and use tags.

  9. From the Products Tagged With dropdown, select the tag(s) to use. All items associated with the tag(s) are added to the product list for the component.

    • This field is not available if Specific Items was selected in the previous step.

  10. Specify the minimum and maximum quantities for this component in the Min and Max fields, respectively.

    • For example, if the Min field value is set to 2, then the customer must select two of the listed products for this bundled component.

  11. Select Add Products to choose the specific items to include on the product list. If Use Tags was selected in step 8, proceed to step 12.

    • From the Add Products to Bundle Component window, select the items.

    • Select Add # Items.

    • For steps on how to filter the product list, see Filter the Product List below.

  12. The Products section lists the items included in this bundle component.

    • Use the controls to set the desired sequence for the items.

    • Set the Default Quantity field for each item to the quantity that is added to the customer’s order with this component by default.

    • Set the Enabled toggle to On if the item is currently available with this bundle component.

    • Select the X to remove an item from the list. If the item was added via tag, the item cannot be removed.

  13. Select Save & Close to save the record and close the Component Options form.

    • The Save & Close dropdown includes the option Save & Assign Sites. Select this option to open an editor to assign the bundle component to one or more sites.

Filter the Product List

To filter the item list on the Add products to Bundle Component window by tags:

Edit a Group Component

To edit the properties of a group component of a bundle:

  1. In the Label field, type a name for the bundle component.

  2. Set the Enabled toggle to On if this component is currently available for the bundle.

  3. (optional) In the Description field, type a description of the component.

  4. From the Destinations field, select the allowed order destinations for this component.

  5. From the Component Type field, select Multiple Items.

  6. From the Select Items Using field, select the desired option. The selected option determines the method that is used to add products to this group component.

    • Specific Items - Select this option to choose specific items from the product list.

    • Use Tags - Select this option to use one or more tags. All items associated with the specified tag(s) are added to the product list for the component.

    • Both - Select this option to choose specific items and use tags.

  7. From the Products Tagged With dropdown, select the tag(s) to use. All items associated with the tag(s) are added to the product list for the component.

    • This field is not available if Specific Items was selected in the previous step.

  8. Specify the minimum and maximum quantities for this component in the Min and Max fields, respectively.

    • For example, if the Min field value is set to 2, then the customer must select two of the listed products for this bundled component.

  9. Select Add Products to choose the specific items to include on the product list. If Use Tags was selected in step 8, proceed to step 12.

    • From the Add Products to Bundle Component window, select the items.

    • Select Add # Items.

  10. The Products section lists the items included in this bundle component.

    • Use the controls to set the desired sequence for the items.

    • Set the Default Quantity field for each item to the quantity that is added to the customer’s order with this component by default.

    • Set the Enabled toggle to On if the item is currently available with this bundle component.

    • Select the X to remove an item from the list. If the item was added via tag, the item cannot be removed.

  11. Select Save & Close to save the record and close the Component Options form.