How to Create Product Bundles

A product bundle combines two or more stand-alone products or services, into a single bundled offer for sale.

Creating a bundle involves two steps:

• Create a dummy bundle category.
• Add stand-alone products or services to that category.

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You cannot include products or services listed only as options or attributes in a bundle. To add such items, create them as stand-alone products or services first.

Access the bundle page

1. Log in to the Upmind dashboard.
2. Access it from the dashboard by clicking on Store Catalogue.

3. You can also click Settings and select the Product Catalogue tile under Products and Promotions.

4. On the Product Catalogue page, select the Products tab..

Create a bundle category

1. Click Add New > Products category.

2. Enter a unique category name for the bundle.
3. Choose to make it a subcategory. (Optional)

Example: If you’re selling a bundle like Website Starter Pack, you might want to group hosting, a domain, and a website builder as subcategories within that bundle.

2. Add a category description and a short description (up to 130 characters).
3. Click Create.

The new bundle category will appear in the catalogue.

Create a product bundle

1. Find the bundle category in the catalogue.
2. Click the three-dot menu and select Add product.

3. Confirm the category, or select a different one.
4. Choose the Product bundle tile.
5. Leave visibility options checked to keep the product bundles visible to staff/customers.
6. Enter the bundle name and description (Customers can see this when they are placing the order).
7. Click Manage.

Add products to the bundle

On the Select Products page, you can browse available products and services.

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You can select items with recurring payments or one-off purchases.

1. Expand categories as needed.
2. Check boxes for products or services to include.
3. Click Save.
4. Repeat to add more items if required.
5. Click Create.

The bundle appears in the selected category.

Edit or customise bundles

Use the three-dot menu to edit bundle details or remove items.

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Use the duplicate feature to replicate similar bundles quickly.

Review and update product details

1. Review info on the Product Details page.
2. Add images (optional).
3. Edit descriptions as needed.

Set pricing

1. Click Product Billing.
2. Choose product type: one-off or recurring.
3. Set the bundle price and add currencies (optional).
4. Configure multi-currency settings and default payment terms.
5. Click Save.

Manage bundle items

1. Scroll to the bottom to see included products or services.
2. Click Manage to add or remove items.

Customer view

Bundles appear as one item in the store’s catalogue and basket, showing the bundle name and total price.