Store Owner’s Guide

Installation ↑ Back to top

  1. Download the .zip file from your WooCommerce account.
  2. Go to WordPress Admin > Plugins > Add New.
  3. Click Upload Plugin at the top.
  4. Choose File and select the .zip file you downloaded in Step 1.
  5. Click Install Now and Activate the extension.

Getting Started ↑ Back to top

To create a product bundle:

  1. Go to Products > Add Product.
  2. Select the Product Bundle type in the Product Data panel.
  3. Go to the Bundled Products tab.
  4. Click Add Product and use the search field to find and add products to the bundle. Repeat as many times as needed, each time clicking on a search result to add it.
  5. Publish to save.

Every product you add under the Bundled Products tab has a dedicated set of options that allow you to control various parameters, such as its minimum and maximum quantity. These options are explained in Bundled Product Settings.

Note that it’s possible to bundle multiple instances of the same simple or variable product. This creates many possibilities — for example, you can bundle together multiple variations of the same variable product.

Product Bundles supports simple products, variable products and simple/variable subscriptions. Grouped and external products are not supported and cannot be bundled.
Product bundles cannot be bundled. Additionally, bundles will not work correctly when added to Grouped products.
Creating a Bundle.

Pricing ↑ Back to top

The Bundle type can be used in a wide range of bundling/kitting applications with diverse pricing requirements, as it allows you to:

  • define a static base price for the entire bundle; and/or
  • preserve the prices of individual bundled products.
Product Bundles in the Cart/Orders

In the cart, a bundle consists of:

  1. A parent line item named after the product bundle itself.
  2. Some child line items — one for each bundled product.

Child cart items are grouped by their parent, and child quantities are kept in sync with the quantity of the parent.

Note: In some use cases, displaying a parent item in cart/order templates might not be desirable, for example when selling unassembled bundles. If you need Product Bundles to behave and look more like Grouped Products, navigate to Product Data > Bundled Products and enable the Item Grouping > None option.

Static Pricing ↑ Back to top

To assign a static price to a bundle:

  1. Go to Products > All Products and select the bundle you wish to edit.
  2. Select the General tab in the left menu.
  3. Enter a static Regular Price and if needed, a Sale Price.
  4. Update.
The Happy Ninja bundle.
The Happy Ninja bundle – in the cart.
Configuring the Happy Ninja bundle.
Assigning a static price to the bundle.

Individual Item Pricing ↑ Back to top

When creating bundles that include configurable items (variable products, optional products, or products with configurable quantities) a common requirement is to preserve the prices of individual bundled items. This is possible by enabling the Priced Individually option, which is located under the Basic Settings tab.

The Priced Individually checkbox.
Priced Individually usually needs to be checked if the quantity of a bundled item is configurable — this is common when selling items in bulk.
The Bulk Discount Deck Pack bundle – in the cart.
Configuring the Bulk Discount Deck Pack bundle.
The General options panel.

Note that when Priced Individually is checked, it is possible to define a % Discount for the bundled product. This is applied to its regular price by default. Discounts provide an incentive for purchasing items in bulk and/or purchasing optional “add-ons”, such as accessories.

In cases similar to the Bulk Discount Deck Pack bundle, it may be necessary to leave the bundle price fields empty. This is fine as long as at least one bundled product is Priced Individually. Note that sometimes it is desirable to use the bundle price fields to define a base bundle price, and at the same time enable the Priced Individually option of one or more bundled items.

Individual Pricing and Price Visibility

When Priced Individually is enabled, the bundled product price is visible in i) the product details page of the bundle, ii) the cart and iii) order details by default. To change this behavior, use the Price Visibility options found in the Advanced Settings tab.

Individual Pricing and Cart/Order Totals

When the Grouped selection is active under Item Grouping, the subtotals of parent/child line items in cart/order templates are added together and the actual subtotal of the parent item is replaced by the aggregated subtotal. Additionally, the subtotals of individually-priced items are indented and displayed with a Subtotal: prefix. This behavior can be changed with this snippet.

Bundles with Subscription products

When a Subscription product is added to a bundle, the Subscription product must be Priced Individually if you want a subscription to be set up. Otherwise, the Subscription product will be treated as a Simple product and granted to the customer once.

Shipping ↑ Back to top

Introduction ↑ Back to top

From a shipping perspective, WooCommerce products are classified as:

  • Virtual — services or digital items that do not require shipping.
  • Physical (non-virtual) — products with a weight and dimensions that need to be shipped or picked up.

Bundles typically consist of multiple virtual and/or physical products. However, the physical properties (weight & dimensions) of a bundle that’s packed and ready to be shipped are not always identical to the physical properties of its components. This is very common in bundling applications that involve a physical assembly or packaging process. Consider this example:

Woo Tech is an awesome company using WooCommerce to sell computers online. Its entry-level desktop PC, Woo Basic, is assembled from a list of inventory-managed components. Some of these components are listed in the Woo Tech catalog, and some are unlisted OEM parts. Once a Woo Basic PC is assembled, the original packaging of the assembled components is discarded, and the PC is packaged and shipped in one box along with all product manuals and accompanying material.

From a shipping perspective, physical bundles can be classified as assembled and unassembled:

  • Assembled bundles consist of multiple physical products that are assembled in a common container.
  • Unassembled bundles group together some products that do not require assembly.

The extension supports both types. It even allows you to create partially assembled bundles by individually selecting those bundled items that require assembly.

Assembled vs. Unassembled bundles
Assembled vs. Partially Assembled vs Unassembled bundles.

Configuration ↑ Back to top

To configure a bundle for shipping, follow these steps:

  1. Determine if the bundle you are creating is an assembled, partially assembled, or unassembled one:
    • Assembled bundles, such as the build-to-order Woo Basic PC we saw earlier, have a common container and are shipped in a single box.
    • Partially assembled bundles have a common physical container that includes at least one assembled product. However, some products are shipped in their original boxes. For example, a PC always consists of some assembled parts, but it may also come with optional extras that are shipped individually, such as an external monitor.
    • Unassembled bundles are collections of products that do not require assembly. All bundled products are shipped individually, in their own boxes. For example, bulk quantity discount bundles are usually unassembled.

    Bundles that consist of Virtual products fall into the Unassembled category.
  2. Navigate to the Shipping tab in the left menu, and choose a Bundle Type. There are two options to choose from: Assembled or Unassembled. If your bundle is a partially assembled one, choose the Assembled option.
    Choosing a Bundle Type: Assembled or Unassembled.
  3. If you selected the Assembled option in the previous step, go on and configure the Weight, Dimensions and Shipping Class of the common container.
     
    If your assembly has a static weight, choose the Assembled Weight > Ignore option. If you prefer to calculate its weight dynamically, choose the Assembled Weight > Preserve option. When Preserve is selected, the Weight field is treated as a container weight, and the weight of the assembly is calculated by adding:

    • the specified container Weight; and
    • the weight of all assembled bundled items.
  4. If your bundle is partially assembled, go to the Bundled Products tab and enable Shipped Individually for every bundled product that does not require assembly.
    The Shipped Individually checkbox.

Notes on External Order Fulfillment, Shipping and Inventory Management Services

The shipping configuration options of the Bundle type allow shipping methods and other business logic that relies on the WooCommerce Shipping API to calculate shipping costs accurately.

External fulfillment, shipping and inventory management services do not use the WooCommerce Shipping API: They import WooCommerce product data directly from completed orders. If you rely on an external service, you might encounter issues with assembled bundles. For example, you may find that the physical properties of imported bundles are inaccurate, resulting in wrong shipping rate calculations — or that bundled product SKUs are not imported at all, resulting in inventory issues.

These systems typically rely on the stock keeping units (SKUs) included in WooCommerce orders. Some of these systems do not support fulfilment, shipping, or inventory management of bundles/kits at all. Those that do usually work by splitting up a static or dynamic bundle/kit SKU to a number of component SKUs. This means that, in most cases and depending on the features and requirements of the system you are using, some additional integration work might be needed.

Product Bundles provides an API that allows you to restore the physical representation of your bundles when reading order data, and possibly generate custom bundle/kit SKUs for bundles that contain assembled items.

Note that if your catalog only includes pre-built bundles with static contents and you are using an external service for inventory management, it might be preferable to use a core WooCommerce product type to build your bundles and let the external system work out its “component SKUs” by breaking up its bundle/kit SKU.

We are unable to provide assistance with customizations/integrations under our Support Policy. For WordPress/WooCommerce customizations and custom integrations, we highly recommend Codeable, or a Certified WooExpert.

Bundled Product Settings ↑ Back to top

Every product you add under the Bundled Products tab reveals a dedicated set of options. These are divided in two tabs: Basic Settings and Advanced Settings.

Basic Settings ↑ Back to top

Min Quantity and Max Quantity — Used to define an allowed quantity range for the bundled product: Customers are able to choose any quantity within the specified min/max range. Leave the Max Quantity field blank for an unlimited maximum value.

Optional — When enabled, customers may choose whether to include the bundled product in their bundle or not.

Filter Variations — Makes it possible to make specific variations available for purchase. Applicable to variable products only.

Override Default Selections — Used for overriding the pre-selected attribute values of bundled variable products.

Adding Individual Variations

To add a single variation to a Bundle without requiring customers to choose attributes, Filter Variations must be used in combination with Override Default Selections:

  1. Enable Filter Variations and search for a variation, then add it.
  2. Enable Override Default Selections and choose specific values for all variation attributes. This step is necessary if you want to hide the attribute selection drop-downs of this bundled product — even if the active variation is already mapped to specific attribute values.
Adding a single variation to a Bundle.

Priced Individually — Adds the price of the bundled product to the base bundle price. With the option enabled, a Discount can be defined. Both options are documented in the Pricing section.

Shipped Individually — Controls how the bundled product is shipped in relation to the entire bundle (assembled or unassembled) when Bundle Type > Assembled is chosen under Product Data > Shipping. Documented in the Shipping section.

Advanced Settings ↑ Back to top

Visibility — Controls the visibility of the bundled product: i) in the single product page of the bundle, ii) in the cart/checkout pages, and iii) when displaying order details (including order details displayed in e-mail notifications).

Visibility in Payment Gateway Transactions

Marking a bundled product as hidden in the order/e-mail templates will not prevent payment gateways from listing it in their transaction details archives and customer notification e-mails.

Price Visibility — Controls the visibility of the bundled product price: i) in the product details page of the bundle, ii) in the cart and iii) when displaying order details. Applicable when Priced Individually is ticked.

Override Title and Override Short Description — Used for modifying or hiding the original titles and/or short descriptions of bundled products. Note that overridden product titles will replace the original product titles in all template locations, including the cart/checkout and order details.

Hide Thumbnail — Controls the visibility of bundled product thumbnails, displayed by default when viewing the single-product details page of a bundle.

Layout ↑ Back to top

The Layout option controls the appearance of bundled product details in single-product pages. There are 3 alternatives to choose from: Standard, Tabular and Grid.

Choosing a Layout.
The Tabular option is recommended for bundles that contain multiple bundled products with configurable quantities as it makes viewing/comparing item quantities easier.
Choosing a Bulk Discount Deck Pack bundle layout: Standard (left) vs Tabular (center) vs Grid (right).

Form Location ↑ Back to top

Most WooCommerce-compatible WordPress themes default to a two-column product page layout: The first column contains the main product image and gallery, while the second one is reserved for product details and options. This space-conserving approach works well for Simple and Variable products, which usually contain only a few form elements.

Product Bundles tend to have busier forms that require multiple steps/interactions to complete. Sometimes you may find that your theme’s two-column layout makes Product Bundles look space-constrained and hard to interact with. Some themes may allow you to modify the layout of individual product pages to display product details and options in a single column. For example, if you are using Storefront, the Storefront Powerpack plugin includes options for:

  • allocating more width to product form content, or
  • stacking product form content below the main product image and gallery.

If you are experiencing layout issues with a Product Bundle and your theme does not provide any per-product layout options:

  1. Navigate to Product Data > Bundled Products.
  2. Locate the Form Location option.
  3. Choose Before Tabs to stack form content after the product image and summary.

In most cases, choosing Before Tabs will allocate the entire page width to the form contents of your Bundle.

The Before Tabs option is not guaranteed to work reliably with all themes!
A similar result can be achieved with the free WooCommerce Stacked Product Layout plugin.

Item Grouping ↑ Back to top

The Item Grouping option controls the visibility and indentation of parent/child line items in cart/order templates:

Grouped — Bundled items in cart/order templates are grouped under a parent line item named after the product bundle itself. Bundled items are indented and bundled item quantities are kept in sync with the quantity of their parent. Must be selected when creating assembled bundles and/or bundles with a static/base price component.

When the Grouped option is active, the subtotals of parent/child line items in cart/order templates are added together and the actual subtotal of the parent item is replaced by the aggregated subtotal. Additionally, the subtotals of individually-priced items are indented and displayed with a Subtotal: prefix. This behavior can be changed with this snippet.

Flat — Similar to Grouped, however instead of being indented, bundled cart/order items include a reference to the bundle they belong to.

None — Hides the parent item in all cart/order templates. Bundled cart/order items include a reference to the bundle they belong to. Makes Bundles resemble Grouped Products in all customer-facing templates.

Important: None is only applicable to unassembled bundles without a static/base price component. To choose None:

  • The Unassembled Bundle Type needs to be selected under Product Data > Shipping.
  • The Regular/Sale Price fields must be blank.

When None is active, a bundle can be purchased only if at least one bundled item is included or selected.
Item Grouping: Grouped (left) vs None (right).

Bundle Size ↑ Back to top

With Product Bundles, you can create and sell personalized bundles with a fixed or variable number of “slots”, such as cases of wine, six-packs of soap, or candy boxes.

To create a pick-and-mix bundle, use the Min Bundle Size and Max Bundle Size options to define the minimum and/or maximum quantity of products that customers must choose to purchase their personalized bundle.

Cart Editing ↑ Back to top

Configurable bundles, such as the Bulk Discount Deck Pack bundle, can be edited from the cart page by enabling the Edit in Cart option.

The Edit in Cart checkbox.

When Edit in Cart is enabled for the Bulk Discount Deck Pack bundle, an additional “Edit” link is appended to its title in the cart. Following this link allows you to reconfigure the bundle using its current configuration as a starting point. When finished, click Update Cart to replace the configuration in your cart with the new one.

Editing a bundle from the cart page.

Bundle-Sells ↑ Back to top

You have probably seen bundle-sells before: Much like a cross-sell, a bundle-sell is an offer to purchase a helpful add-on along with the currently viewed product.

Grip tape — an ideal bundle-sell with new skateboard decks!

Compared to cross-sells, bundle-sells are easier to discover and convert immediately. This makes them ideal for recommending optional items that are:

  • frequently bought (and tightly coupled) with the viewed product;
  • lower in cost; and
  • usually high in margin.

Product Bundles lets you add bundle-sells to any existing product:

  • Go to the Products admin page.
  • Edit a product that you consider a good candidate for offering bundle-sells.
  • Go to Product Data > Linked Products and locate the Bundle-sells field.
  • Search for an optional product to recommend and add it.
  • Repeat, if needed.
  • Enter a Bundle-sells title below, e.g. “Frequently Bought With…”.
  • Optionally, to provide an extra incentive, enter a Bundle-sells discount.
  • Remember to Update the product to save your changes.
Only Simple and Simple Subscription products can be offered as Bundle-sells.

Need to offer a Variable product as a Bundle-sell of a Simple product? There is a workaround:

  1. Convert the Simple product to a Product Bundle.
  2. Go to Product Data > Bundled Products.
  3. Add the Variable product.
  4. Tick the Optional, Priced Individually and Shipped Individually boxes.

Adding a Bundle-Sell to an existing product.

Managing Inventory ↑ Back to top

The sale of a product in a bundle has the same effect on its stock as an individual sale. If the stock quantity of a bundled product drops below the minimum quantity specified in the bundle, then the bundle appears with an Insufficient Stock status and cannot be purchased.

Monitoring Bundled Product Stock ↑ Back to top

A product appearing as In stock in your catalog may not have enough stock to cover the requirements of every bundle that contains it. For example, if the Minimum Quantity defined for a bundled product in one or more bundles is higher than its remaining stock, then these bundles will not be available for purchase.

To monitor bundled product stock, navigate to WooCommerce > Reports > Stock > Insufficient stock. This report gives you an overview of all products you have added in Bundles that fail to satisfy the stock/quantity requirements of their container.

Inventory Settings ↑ Back to top

With Product Bundles, it’s possible to define bundle SKUs and manage inventory for bundle SKUs. The ability to set stock quantities for bundle SKUs allows you to place constraints on the bundling process itself, e.g., associated with time, manpower or another limited resource. Go to the Inventory settings tab of a bundle to enable stock management and set bundle-level stock quantities. Note that when stock management at bundle level is enabled, the inventory of bundled products is not overridden or affected in any way.

Bundle SKUs are static by default. If you plan to use the extension with an external order fulfillment, shipping or inventory management service and need a way to generate dynamic bundle SKUs, please refer to the Shipping section for details. Note that if your catalog only includes pre-built bundles with static contents and you are using an external service for inventory management, it might be preferable to use a core WooCommerce product type to build your bundles and let the external system work out its “component SKUs” by breaking up its bundle/kit SKU.

Use Cases ↑ Back to top

The following use cases will help you develop a better understanding of what’s possible with Product Bundles:

Questions & Support ↑ Back to top

Have a question before you buy? Please fill out this pre-sales form.
Already purchased and need assistance? Get in touch with us via the Help Desk!

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