How to manually manage bundle contents for existing subscribers

Both fixed-price and dynamically priced customizable bundles don’t support direct edits to quantities or configurations. To make changes, Recharge requires you to swap the bundle with a modified version to apply updated quantities, pricing, or contents. With this method, you can update bundles for existing subscribers, such as removing out-of-stock or deleted products, preventing charge errors, and keeping subscriptions up to date.

This guide explains how to update the quantity and contents of a customizable bundle for an existing customer subscription in Recharge.

Before your start

• This article applies only to customizable bundles (either fixed-price or dynamically priced).
• See How to manage customer bundle content with bulk swaps for instructions on updating bundle contents in bulk.

Step 1 - Open the Customer Details page for the customer

You can make changes to the customer's bundle contents on the Customer Details page for a specific customer:

1. In the merchant portal, click Customers and select Customers.
2. Use the customer's name or email address to search for the customer.
3. Click on their name to open the customer's Customer Details page.

Step 2 - Perform the swap

Perform a swap to update the customer's subscription:

1. Locate the customer's bundles subscription.
2. Note the existing bundles content included in the subscription.
3. Click the three-vertical dot menu next to the product and select Swap.
4. Search for the correct bundle product and click Select next to it. If you're updating the quantity, select the same product the customer initially subscribed to. Click Next.
5. Select the correct subscription plan from the Plan drop-down menu.
6. Optional: Click Edit subscription details to change the quantity, price, shipping frequency, or first charge date. 
7. Click Swap product to perform the action. 

Step 3 - Add the bundles content to the subscription

To ensure the customer receives their bundle, add the bundle content to the swapped bundle:

1. Select Add Bundle Contents.
2. Choose the products the customer should receive as part of their bundled subscription.
3. Click Update Bundle to save your selection.