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Bundle Configuration

Xenial Portal Data Management Ordering Settings Products Product List

To enable and configure a product bundle:

  1. From the Build page, locate the Bundle Configuration section.

  2. From the Bundle Configuration section, define the following:

    Field

    Description

    Enabled

    Toggle On to enable the bundle feature for the product.

    Bundle Type

    From the dropdown, select the bundle type to display on screen components and labels when this product is selected.

    • The default is Combo.

    • To add a bundle type, select New Bundle Type.

    Show Confirmation Prompt

    Toggle the setting on or off:

    • ON - Prompt the order taker for confirmation before combining the components into a bundle.

      This prompt is displayed when bundle components are added to an order separately.

    • OFF - Do NOT prompt the order taker for confirmation before combining the components into a bundle.

    Advance on Component Fulfillment

    From the dropdown, select the desired option:

    • Use Company Preference - Enforce the Advance on Component Fulfillment option selected from the Company and/or Site Preferences editor.

    • On Final Component Choice - Once the order taker has fulfilled all components except for the final component, the tab for the final component is automatically displayed.

    • Do Not Automatically Advance - When this bundled product is added to an order, the component remains selected on the order item listbox, enabling the order taker to perform another action on the component.

    Perform Conversion on Change to Component(s)

    Toggle the setting on or off:

    • ON - When the size of one component is converted, all the component sizes are converted accordingly.

    • OFF - When the size of one component is converted, the other component sizes are NOT converted.

Bundles

To add the bundle components:

  1. From the Build page, locate the Bundles section.

    • The Bundles section is only available when the bundle feature is enabled for the product in the Bundle Configuration section.

  2. From the Add dropdown, select the desired option:

    Option

    Description

    Create Custom Component

    Add a new bundle component. The component types include:

    • Multiple Items - Two or more items selected as a single component during the order taking process.

    • Single Item - One item selected as a single component during the order taking process.

    • Item Offer - An additional item to offer to the customer based on the items in their order.

    Add Bundle Template

    Add an existing bundle component template. See Bundle Template.

Multiple Items

There are two methods to add a Multiple Items bundle component type:

Manual Selection

To add a Multiple Items bundle component using the Manual Selection method:

  1. From the Component Options window, define the following:

    Field

    Description

    Component Type

    Select Multiple Items.

    Label

    Type a name for the bundle component.

    Enabled

    Toggle On if this component is currently available for the bundle.

    Description

    Type a description of the component.

    Destinations

    Select the allowed order destinations for this component.

    Associated Items

    Toggle On to identify the products included with this component as "Associated Items".

    "Associated Items" are hidden on SuiteSpot menus, but included on production reports.

    Toggle On if the following values must match:

    • The sum of the Default Quantity for all the products added to this component.

    • The component's Max Quantity value.

    The Default Quantity for each product and the Max Quantity for the component are defined below.

    If the sum of the Default Quantity of the products and the Max Quantity value do not match, then a Form Validation error message is displayed.

    Toggle Associated Items to Off if the values are not required to match.

    Products

    Select Item Using

    Select Manual Selection.

    Products Tagged With

    Select the tag(s) to use. All items associated with the tag(s) are added to the product list for the component.

    Min Quantity

    Type the minimum quantity for this component. The default is 1.

    For example, if the minimum quantity is 2, then the customer must select at least two (2) of the listed products for this bundled component

    Max Quantity

    Type the maximum quantity for this component. The default is 1.

    For example, if the maximum quantity is 2, then the customer cannot select more than two (2) of the listed products for this bundled component

  2. From the upper-right of the Products section, select Add Products.

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

    • Select Add # Items.

  3. From the Products section, configure the selected products:

    • Select and drag the control to the left of each product to sort the products in the desired sequence.

    • In the Default Quantity field, type the item quantity to add to the customer’s order by default.

    • Toggle Enabled to Yes if the item is currently available with this bundle component.

    • Select X to remove a product from the list.

  4. From the lower-right, select Save & Close to save the record and close the Component Options window.

Menu Category

To add a Multiple Items bundle component using the Menu Category method:

  1. From the Component Options window, define the following:

    Field

    Description

    Component Type

    Select Multiple Items.

    Label

    Type a name for the bundle component.

    Enabled

    Toggle On if this component is currently available for the bundle.

    Description

    Type a description of the component.

    Destinations

    Select the allowed order destinations for this component.

    Associated Items

    Toggle On to identify the products included with this component as "Associated Items".

    "Associated Items" are hidden on SuiteSpot menus, but included on production reports.

    Toggle On if the following values must match:

    • The sum of the Default Quantity for all the products added to this component.

    • The component's Max Quantity value.

    The Default Quantity for each product and the Max Quantity for the component are defined below.

    If the sum of the Default Quantity of the products and the Max Quantity value do not match, then a Form Validation error message is displayed.

    Toggle Associated Items to Off if the values are not required to match.

    Products

    Select Item Using

    Select Menu Category.

    Menu Category

    From the dropdown, select the menu category.

    Min Quantity

    Type the minimum quantity for this component. The default is 1.

    For example, if the minimum quantity is 2, then the customer must select at least two (2) of the listed products for this bundled component

    Max Quantity

    Type the maximum quantity for this component. The default is 1.

    For example, if the maximum quantity is 2, then the customer cannot select more than two (2) of the listed products for this bundled component

  2. From the Products section, configure the products that are included in the selected category.

    • In the Default Quantity field, type the item quantity to add to the customer’s order by default.

    • Toggle Enabled to Yes if the item is currently available with this bundle component.

  3. From the lower-right, select Save & Close to save the record and close the Component Options window.

Single Item

To add a Single Item bundle component:

  1. From the Component Options window, define the following:

    Field

    Description

    Component Type

    Select Single Item.

    Label

    Type a name for the bundle component.

    Enabled

    Toggle On if this component is currently available for the bundle.

    Description

    Type a description of the component.

    Destinations

    Select the allowed order destinations for this component.

    Associated Items

    Toggle On to identify the component as an "Associated Item".

    "Associated Items" are hidden on SuiteSpot menus, but included on production reports.

    Products

    Mark as Main

    Toggle On if this item is the main component of the bundle.

    • The main component is hidden on the order item listbox when the bundled product is added to an order.

    • This setting can only be toggled On for one item component per bundle.

    Products

    To select the product:

    1. Select the Products field.

    2. From the Add Products to Bundle Component window, select the products.

    3. Select Add Item.

  2. From the lower-right, select Save & Close to save the record and close the Component Options window.

Filter the Product List

To filter the product list on the Add Products to Bundle Component window:

Item Offer

There are two methods to add an Item Offer bundle component:

Manual Selection

To add an Item Offer component type to a bundle using the Manual Selection method:

  1. From the Component Options window, define the following:

    Field

    Description

    Component Type

    Select Item Offer.

    Label

    Type a name for the bundle component.

    Enabled

    Toggle On if this component is currently available for the bundle.

    Description

    Type a description of the component.

    Offer Question

    Type a question for the order taker to ask the customer (e.g. Would you like to add an Ice Cream Cone?)

    Destinations

    Select the allowed order destinations for this component.

    Products

    Select Item Using

    Select Manual Selection.

    Products Tagged With

    Select the tag(s) to use. All items associated with the tag(s) are added to the product list for the component.

    Min Quantity

    Type the minimum quantity for this component. The default is 1.

    For example, if the minimum quantity is 2, then the customer must select at least two (2) of the listed products for this bundled component

    Max Quantity

    Type the maximum quantity for this component. The default is 1.

    For example, if the maximum quantity is 2, then the customer cannot select more than two (2) of the listed products for this bundled component

  2. From the upper-right of the Products section, select Add Products.

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

    • Select Add # Items.

  3. From the Products section, configure the selected products:

    • Select and drag the control to the left of each product to sort the products in the desired sequence.

    • In the Default Quantity field, type the item quantity to add to the customer’s order by default.

    • Toggle Enabled to Yes if the item is currently available with this bundle component.

    • Select X to remove a product from the list.

  4. From the lower-right, select Save & Close to save the record and close the Component Options window.

Menu Category

To add an Item Offer bundle component using the Menu Category method:

  1. From the Component Options window, define the following:

    Field

    Description

    Component Type

    Select Item Offer.

    Label

    Type a name for the bundle component.

    Enabled

    Toggle On if this component is currently available for the bundle.

    Description

    Type a description of the component.

    Offer Question

    Type a question for the order taker to ask the customer (e.g. Would you like to add an Ice Cream Cone?)

    Destinations

    Select the allowed order destinations for this component.

    Products

    Select Item Using

    Select Menu Category.

    Menu Category

    From the dropdown, select the menu category.

    Min Quantity

    Type the minimum quantity for this component. The default is 1.

    For example, if the minimum quantity is 2, then the customer must select at least two (2) of the listed products for this bundled component

    Max Quantity

    Type the maximum quantity for this component. The default is 1.

    For example, if the maximum quantity is 2, then the customer cannot select more than two (2) of the listed products for this bundled component

  2. From the Products section, configure the products that are included in the selected category.

    • In the Default Quantity field, type the item quantity to add to the customer’s order by default.

    • Toggle Enabled to Yes if the item is currently available with this bundle component.

  3. From the lower-right, select Save & Close to save the record and close the Component Options window.

Bundle Template

To add a bundle template to a bundle:

  1. From the Add Bundle Component window, select the bundle template(s).

  2. From the lower-right, select Add # Items.

  3. From the Bundles section, toggle Enabled to Yes to enable the bundle template.

Nota

The Add Bundle Component window is populated with templates created using the Bundle Components editor. See Bundle Components.

Override Bundle Component

After adding a bundle template, edit the bundle components as needed.

Nota

Changes made to the bundle components only affect the current product. The original bundle template is not affected.

  1. From the Bundles section of the Build page, locate the bundle template.

  2. From the right of the template row, select the 3-dot menu.

  3. From the dropdown, select Override Bundle Component.

  4. From the Component Options window, edit the component(s) as needed.

  5. From the lower-right, select Save & Close to save the record and close the Component Options window.