Bundleup Guide for Shopify

 

Bundleup unlocks multiple bundling features for your store.

• Create normal products on Shopify and manage their bundled components using our app in the background. In this case the user does not see the components during checkout.
• Edit orders post purchase automatically using the component products you have set up in our app. This lets your customer purchase a standard product but have it updated to the correct SKUs in Shopify admin after purchase. Helps for fulfillment purposes.
• Update inventory of your standard products by letting the app calculate what can be produced from your components you have set up in app. We regularly update stock levels of your products as inventory of components changes.
• Create native Shopify products in bulk. This new feature lets you create all bundles directly on your Shopify products using the data you have in our app. Bulk set up your products in our app and then create all your native bundles automatically.

https://apps.shopify.com/bundleup

 

On this page

• Before Starting
• Difference Between Native and App Bundles
• Create Bundles
• Remove Bundles
• Sync to Bundleup
• Set Up Bundles
• Unbundle Orders
• Sync Inventory
• Order Logs
• CSV Bulk Upload
• Download Bundles
• Resync Bundles
• Schedule
• Common Errors

 

Before Starting

The app requires unique SKUs on all products and variants to maintain accurate syncing. Please ensure you have unique SKUs set up on all products and they are not duplicated on different products or variations. If the product does not contain variants we will use the handle if no SKU is set.

If you need to change SKUs or update variations the products will need to be deleted from the app and reimported by clicking the Sync to Bundleup button.

 

Difference Between Native and App Bundles

There are 2 types of bundles you can use with our app. Both need to be set up in the app first. Orders and inventory are managed differently depending on which method you choose.

Orders:

Native bundles are created onto your Shopify products and checkout components are shown to customer and added as the order lines when purchase automatically. 

App bundles are not created on Shopify and customer does not see the components during checkout. We edit the order after it is created and remove the bundle order line and replace it with component order lines.

Inventory:

Native bundles inventory is managed by Shopify and cannot be edited.

App bundles inventory we can manage automatically by editing the quantity based on your component stock levels and how many bundles can be built.

 

Sync to Bundleup

To get started please install in from Shopify app store and navigate to Apps > Bundleup

On the settings page you can sync your existing Shopify products by clicking the Sync to Bundleup button.

 

Create Native Bundles

This button will create native bundles on Shopify which is different from creating bundles in our app and letting us manage components post purchase. 

This feature will show your components in checkout:

In this example we have created a bundle of 10 x the single battery. The item added to cart is a variant set as a pack size of 10.

Before bundles can be created in Shopify they first need to be set up in the app as per instructions below. Only a variant of a product can be set up natively. Any products that have bundle components but are not a variant on Shopify will be ignored in this creation process.

 

Remove Native Bundles

If you create native bundles as above these can only be removed from your Shopify products by our app. This is a limit Shopify sets as they don't allow other apps to control the same products bundles. If you choose to uninstall the app please make sure you click Remove Bundles first to remove all components from your Shopify store products.

 

Edit Native Bundles

In your Shopify admin product page you will see a link to edit bundle:

You can use this link to go to Bundleup and update the bundle components of a product. After you finish updating the product in our app click the Create Bundles button to resync all bundles.

 

Set Up Bundles

 

After you have imported your Shopify products into Bundleup you go to Bundle Products link within the Bundleup app navigation bar.

To add components to an existing product click on any product

 

 

and then click Add Bundle Component. This will bring up a pop up where you can search by name or sku for the products you wish to add as components. You can add multiple products as bundle components.

 

 

When adding components be careful you do not add a product that holds variants. Only the individual variants can be added as components. If you add the parent product the processes will fail for the bundle.

 

You can also search in the Bundle Product page and select a number of products to add to another product as bundle components. After you select all components you want to add click Bundle Selected button. You will be presented with a pop up where you search for the product you wish to add these components into.

 

 

 

Unbundle Orders

If you are not using the native bundle feature you can use our unbundle order option that takes a normal order and edits it post purchase. The customer does not see any components during checkout and our app only edits the orders lines to component order lines after an order has been created in Shopify admin.

 

 

To configure which settings you would like to use go to the Settings page.

 

 

To unbundle orders you switch on the service under Settings page by ticking the check box > Save > Start buttons. After creating an order for a bundled product the service will run on next schedule time and split the order into the bundled products individual component order lines.

 

 

Keep Original Line

You can choose to keep the original line and not have it removed by selecting the Keep Original Line option. This will set all component lines we add at zero price.

 

Sync Inventory

If you are using the native bundle feature then Shopify automatically adjusts the inventory based on component stock. If you are not using native bundles you can manage the inventory of bundles you set up with our app.

 

 

The app offers the ability to calculate the inventory available of bundles based on the quantity of components. You can switch this on from the Sync Inventory page and your bundled SKUs stock level will start being recalculated. 

This is ideal when you link the same product to multiple bundles. When one bundle sells all the other bundles link to a sold SKU will also get updated after purchase is completed.

To switch on this feature go to Setting page and tick the Sync Inventory check box then click Save.

 

 

Order Logs

You can view orders that have been processed on this page.

The bundle status column indicates what level the order was processed to:

• No bundles found - no bundles on order
• Exported - unbundled and Shopify order was updated
• Debundled - unbundled but order lines could not be updated on Shopify

You can click into an order and view how the order lines have been split.

 

 

CSV Bulk Upload

If you have a large number of products and/or bundles you may find it easier to upload via a CSV file.

Example template can be downloaded from here.

The structure of the csv import file is as follows:

• handle: the the handle of the product. For products with variations the same handle will be used for all variations.
• variant sku: the SKU of the variation. If the product does not have variants use the product SKU or if no SKU is set you can leave this column blank.
• components: a list of product SKU's and the Quantity separated by a colon. Multiple entries can be made separated by semi colons. Example: babylight:1;babysheet:2;babytoy:1

To upload the file go to Bundle Products page and click Upload Product Bundles button.

 

The file won't work if you have more than three columns.

The order of columns needs to be: handle, variant sku, components

 

Download Bundles

1. Log into Bundleup app.
2. Go to app Products page.
3. Click Download Bundles

This will produce a csv file that shows all your current bundles. You can use this when deleting products and recreating bundles.

 

Resync Bundles

If you update variants or SKUs on Shopify it can break our product syncs. We recommend performing the following to resync:

1. Download existing bundles by clicking the Download Bundles button on app products page.
2. Delete in our app any products you have edited on Shopify or click the Delete All button.
3. Sync them back by clicking Sync to Bundleup button on our app product page.
4. Upload CSV file of your existing bundles on app products page by clicking the Upload Product Bundles button. You can use the file downloaded earlier or create a new one.
5. File can take up to 5 minutes to process. After this time you can Download Bundles again to confirm which have been successfully created. For rows that were not created please check your csv file.

 

Schedule

The inventory and order unbundling processes run every 5 minutes.

 

Common Errors

Price discrepancy after unbundling

• If you update price on Shopify the price in Bundleup may be different when processing orders. We sync data automatically each day however if you would like to sync earlier click sync button.
• We discount the component prices but in some cases the discount cannot match the original total. If these discrepancies are common we suggest you use our keep bundle option and mark all components at zero price.

Order unbundles but Shopify doesn't update

• If component prices are cheaper than bundle total then we are unable to update order as the totals will be different.
• When you update products or variations on Shopify our sync may break. We recommend deleting the product from Bundleup that you have changed on Shopify and clicking Sync to Bundleup button to import it back. You can then set the bundle up again or use a csv file to recreate all your bundles.

Multiple variants are created

• If you add or edit your variants on Shopify this can cause new variants to be added to the app. 
• If you add or change the SKU of variants this can also create duplicate variations in Bundleup. We recommend deleting the product from the app and resyncing the product.