Complete Guide to Bundle Products

A bundle is a powerful tool to streamline both your sales process, as well as your production process.  It basically allows you to sell one item that may represent one or more other items. Examples of when to create bundles: Cases, Gift Boxes, Subscriptions with multiple or rotating items.  

How to set up your first bundle

1. Select Inventory on the menu bar > Product
2. Select "+ New Product", then "Bundle"
3. Complete the information in the form.

New "Bundle" form

1. Available on Portal - is this available for wholesale or do you only sell it on your commerce site? Make sure the toggle represents if you want it available for wholesale sales on the portal.
2. Components - choose the quantity and each component that is included in the bundle by searching your product database.
3. Option Sets - Only grind options are possible to add in the bundle. If there is a coffee included in the bundle, you need to select grind and "refresh variants" to display the grind options
4. Variants - toggle on each variant that you want active for the bundle.
5. Price - Enter the wholesale price of the bundle (if this is created only for commerce purposes you still need to have a price - but it will be overridden by the retail price charged on commerce ordres)
6. Weight - The total weight of the bundles must also be entered.

Let's dive into some common examples of how you can use the bundle product type:

Common Bundle Examples

Subscriptions with Rotating Coffees

Many roasters offer a subscription that rotates what coffee is included on a monthly basis. The benefit of creating a bundle product for this is that you will map to your subscription product from your ecommerce platform to the product in RoasterTools only one time.

Case Quantities

Create a case of the same product (e.g. 6 or 12 bags of the same coffee)

Gift Boxes

Easily create gift boxes or using our bundles. See the gif under "New bundle form" to see setting up a gift box.