Bundles

Bundles allow you to use one SKU to bundle multiple products to create a "build-your-own-box" experience. You can customize the subscription settings to offer bundles as one-time products and/or subscriptions, and include add-ons or extras. You can create boxes with fixed items, or provide customers with the ability to customize their boxes.

Before you start

Bundles are available on the Recharge Pro plan. If you are interested in enabling Bundles please fill out the Sales form.

Bundles use cases

Bundles are compatible with Shopify stores only, for merchants that want to offer either a customizable “build-your-own-box” experience or a fixed bundle with pre-selected items. You also have the ability to offer add-ons or extras to the first delivery only, or for all subsequent deliveries.

Example use cases

• A meal plan box where a subscriber can select the meals they will receive each week while paying the same static price.
• A wine company with a wine club that offers a bundle of three, six, or nine wine bottles, providing a discount for purchasing several bottles at one time. This could be a fixed bundle, with pre-selected wines, or the merchant can give the customer the option to customize the bundle by selecting their preferred wine.

How Bundles works

In Recharge, a bundle consists of a parent bundle product/SKU, as well as separate products/SKUs for each item that can be added to a bundle. Bundles are fixed-price, so the price of the parent product represents the total bundle price regardless of the contents chosen.

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.

Once the order is processed, Recharge edits the Shopify order and adds each selected bundle item at a 100% discount. The inventory of each individual product is decremented and the discounted price of each additional bundle item is $0.

Tags

All Bundles orders are tagged with Bundle. Orders using fallback contents are tagged with Preset-Bundle for easy identification.

Limitations

There are a few limitations to using Bundles. Refer to the following limitations to learn more:

• Fixed-price - All bundles must have a fixed number of products and the price must be set up front. Bundles can also have multiple variants (box sizes) and specific box sizes and prices can be defined.
• Shipping - The shipping rate is based on the parent product, not the individual items selected. It is recommended to create a specific rate for the product that covers the cost of shipping regardless of the contents included. 
• Fulfillment - Bundles orders are edited after they are placed using Shopify official APIs which are not compatible with some Order Management Systems and fulfillment processes.
• Multi-currency - Bundles is not compatible with multi-currency orders because Shopify does not allow order editing for orders placed in a non-local currency.
• Local delivery/pickup - Bundles is not compatible with local delivery/pickup orders because Shopify does not allow order editing for local delivery/pickup orders.
• Customer portal location: Hosted by Recharge - The Bundles customer portal widget is only compatible with customer portals that are embedded in the storefront. See Understanding the customer portal for more information.
• Draft orders - Draft orders and any other orders placed outside of Shopify's Online Store sales channel are not supported.

Compatibility

• Discounts - You can offer a discount to subscribers and use discount codes with Bundles.
• Theme Engine - Custom templates must be created to integrate with Bundle. Review Customer is unable to customize bundle contents in their customer portal for details.
• Translations - Bundles translations are adjusted by clicking Storefront and selecting Translations in the merchant portal. 
  • Select the Bundles Widget tab on the Translations page to update the widget translations. 
  • Select the Customer Portal - Themes tab and expand the Bundle Management section to update the customer portal language.
• RechargeSMS - Customers can use RechargeSMS to update the main bundle product. However, customers must then update bundle contents through the customer portal. Review bundled subscriptions in the RechargeSMS product guide for more information.
• Inventory - All Bundles-related orders contain the individual products as line items and will affect inventory accordingly. The order will show both the bundle product with the full price and the individual items at $0.00, so they do not count towards the total. You can export your bundle contents to assist with inventory planning.
• Workflows - Preset bundles are fully compatible with Workflows. Customizable bundles are partially compatible with Workflows, with some limitations. Note the following about using Workflows with customizable bundles: 
  • If you use a workflow to swap a subscription product (both regular and bundle subscription products) to a customizable bundle, the contents are not carried over. In this scenario, the customer must log into their customer portal and make bundle selections prior to the charge date. It is recommended to use fallback contents for all bundles to prevent empty bundle orders.
  • You can use a workflow to swap a customizable bundle to a regular subscription.
  • In general, Workflows will not impact individual bundle contents. Workflows can swap to or update the parent bundle product but content selections will still need to be made through the customer portal. 
  • The following workflow use cases are commonly used with Bundles:
    • Product swap workflows - With this workflow, you can swap the parent bundle product for another parent bundle product. For example, you sell a coffee starter kit bundle and would like to swap the starter kit for a replenishment bundle after the first charge. In this case, you can use a product swap workflow to swap the parent bundle products. You cannot swap individual items in a bundle with a product swap workflow.
    • Free shipping workflows - With this workflow, you can offer free shipping to customers who purchase bundles. For example, you may want to offer free shipping for bundle customers to incentivize them to purchase a bundle instead of a one-time purchase or regular subscription.  
    • Price change workflows - Price change workflows use the same logic as free trial workflows. With these types of workflows, you can offer discounted first-time bundle products and use a workflow to change the bundle's price after the first charge.