Getting started with preset bundles

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Sections

Before you start
Key features
Use cases
Set-up instructions
Considerations
Resources

Preset bundles allow customers to purchase a pre-configured bundle of products at a set price. Preset bundles can be offered as a one-time purchase or as a subscription product.

Platform:

Shopify Checkout Integration
Migrated Shopify Checkout Integration

Before you start

Merchants on Pro or Custom plans can offer customers preset bundles.
Take Recharge's course Creating a preset bundle for a hands-on introduction to creating a bundle.

Key features

Parent bundle product

A bundle consists of a parent bundle product/SKU, which contains separate products/SKUs that you select. Preset bundles are fixed-price, so the price of the parent product represents the total bundle price regardless of the contents you choose.

When purchased, only the bundle product will appear in the cart. The selections in the bundle are not shown at the cart level as individual products.

Bundle screenshot

After processing the order, Recharge edits the Shopify order and adds the bundle contents as free, while also reducing the inventory of each individual product that makes up the preset bundle.

Note: Since the bundle items are added at full price and then discounted by 100%, your Shopify reports are impacted, including gross sales and discounts. If you use these reports for accounting, you may need to adjust them accordingly.

Customer experience

Storefront product page

Preset bundles use the standard product template and the product details page, which allows customers to purchase preset bundles using quick-add methods, however, they must still flow through Shopify's Online store sales channel.

All customers receive the same bundle contents when they purchase a preset bundle, and they do not make any product selections. Recharge recommends either building a custom product page for preset bundles or adding additional content to the product description so customers know what products are included in the bundle.

Example of a present bundle product page

Customer portal

Customers can see all of the products included in the preset bundle when viewing the bundle in their customer portal, but they can not update the contents.

Example of a customer portal with present bundle

Merchant experience

You can view preset bundle contents using the Customer details page or Subscription details page. If you need to edit the contents of a preset bundle, you must edit the bundle settings.

Use cases

Scenario	Benefit
A vegetarian meal service sells a weekly collection of pre-selected dinners.	Customers save prep and planning time by purchasing a curated bundle of pre-selected vegetarian meals. This convenience can enhance customer satisfaction and loyalty.
A bookstore sells a "Summer Reading Bundle" with a curated selection of popular summer reads, a bookmark, and a tote bag.	Attract customers with themed bundles looking for seasonal or special interest items, allowing you to boost sales during specific periods. You also have an opportunity to introduce customers to new products or move inventory by including it in a preset bundle.
A beauty products retailer offers a "Monthly Skincare Routine Bundle" that includes a set of skincare products intended to last for a month.	Ensure customers receive regular shipments of products that you know are bought together frequently, making it convenient for customers to keep up with their routines.

Set-up instructions

See How to create a preset bundle for detailed set-up instructions.

Considerations

Consider the following when creating and managing preset bundles:

Consideration	Notes
Prepaid subscriptions	Preset bundles are compatible with prepaid subscriptions. You can use a product with multiple variants as the parent product for a prepaid subscription, however, customers can only select the variant during the initial checkout purchase. Customers cannot change the variant in the customer portal after they check out.
Tax calculations	Recharge calculates tax using the parent product's price for preset bundle purchases
Product updates	You must update product images and adjust product settings such as inventory and taxes directly in Shopify.
Shipping	Shipping rates for preset bundles are calculated on the parent bundle product, not the product contents within the bundle. Shopify Shipping Profiles are not compatible with preset bundles.
Multi-currency	Preset bundles are not compatible with Multi-currency.
Store analytics	Recharge only tracks the parent bundle product The product forecast is incorrect as bundle contents are not displayed The revenue numbers displayed are accurate for preset bundles
Customer portals	The Bundles customer portal widget is only compatible with customer portals embedded in the storefront. See Understanding the customer portal for more information.
Order Management Systems	If you use an Order Management System (OMS), ensure it is compatible with the preset bundle setup. If the OMS pulls order information as soon as the order is placed, it is best to adjust the sync configuration to update after a few minutes, allowing time for the Bundles breakdown to be updated.
Workflows	Preset bundles are compatible with Workflows if they have been added to Recharge with a subscription plan.
Win Backs	Customers can reactivate preset bundles through Win Backs. Customers are subscribed to the original bundle contents when they reactivate. You can bulk swap bundle selections if the original bundle contents are no longer available. Contact the Recharge team at earlyadopterprogram@rechargeapps.com if you wish to bulk swap bundle contents for cancelled subscriptions.
Inventory considerations	There are a few things related to product inventory you must consider when using a preset bundle. Checkout orders Recharge uses the inventory level of the parent product to determine the availability of the bundle Recharge does not consider the inventory levels of the bundle's individual contents You cannot restrict bundle purchases based on the inventory levels of its individual contents Existing bundle orders that contain out-of-stock-items The order is always processed, regardless of the inventory level of the parent bundle or its individual contents All contents are included in the order, even if some or all items are out-of-stock

Resources

There are a variety of Bundles resources to help you get started or to troubleshoot common issues. See the following resources below for additional information:

Getting started guides

Getting started with Bundles

How to guides

How to create a preset bundle

Using bundles guides

Troubleshooting and FAQs

Developer documentation

Curating the Bundles experience

Merchant academy resources

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