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Bundles and choices

2 min read

Use fixed items when every customer gets the same set. Use choices when customers pick the parts.

There is one product type, Bundle. A bundle holds a list of items. Each item is one of two kinds.

Fixed itemChoice
What it isOne productA list of products the customer picks from
Same for every customerYesNo
ExampleThe tent in a camping setThe stove: gas or wood
Added withAdd a productAdd a choice

You can mix both in one bundle: a fixed tent, then a choice of stove.

Pick Fixed bundle as the starting point for a set, and Build your own for a product customers configure. Both make the same kind of product.

Add a choice #

  1. On the Bundle items tab, click Add a choice.
  2. Name: the heading customers see. In the Steps layout it is the step name.
  3. Customers choose from: Products (search by name or SKU), Categories (with their sub-categories) or Tags. Use Except these products to leave some out.
  4. Default pick: the option picked when the page opens. Leave “Nothing picked when the page opens” to make customers choose.
  5. Tick “Customers can leave this choice empty” to add a “None” option.
  6. Set quantity, price & shipping and visibility as for a fixed item.

How options look #

SettingValues
StyleThumbnails (default), Cards, Radio buttons, Dropdown
Per pageHow many options per page
PagingPage numbers, or a “Load more” button
SortLets customers sort: default order, popularity, rating, newest, price, name
FilterLets customers filter by attribute
After a pickStay and show the pick, or go to the next step
Option pricesFull price, difference from the default pick, or hidden

A dropdown lists up to 1,000 options. With more, a search box above it finds the rest by name or SKU, and the item card suggests thumbnails or cards, which show a page at a time.

Layouts #

LayoutWhat customers see
StackedEvery choice on one page
AccordionOne choice open at a time
StepsOne choice per step, then a Review
Summary firstA summary opens first; each choice is edited from it

Automatic shows List for a bundle without choices, Stacked for one or two choices and Steps for three or more.

Rules #

Rules hide items or options depending on what the customer picked. They appear on the Rules tab, which shows once a bundle has a choice or an optional item.

A rule reads as a sentence:

When Frame is Carbon, hide options Basic saddle of Saddle.

  1. Click Add a rule.
  2. Under When, pick an item, then is or is not, then the options. Click Add a condition to add more. All must be true.
  3. Under then, choose hide (whole items), hide options, or show only options.
  4. Save the product.

A rule looks at the items above the ones it changes. Put the items a rule reads higher in the list. If the order is wrong, the rule card says “Needs attention”.

Only allow these combinations #

Under More rule types, add a rule that lists the combinations customers may pick. Anything else cannot be picked. Use it for a short list of known-good sets.

Rule tester #

The Rule tester lets you pick as a customer would and see which rules fire. Nothing is saved.

Rules are checked in the browser and again on the server when the customer adds to cart. A pick that an earlier choice made unavailable is refused with “Your pick for [item] does not go with your other choices: choose again.”

Summary and share link #

  • The Bundle summary block and the shortcode [sibundles_summary] show what the customer picked, with the total.
  • Copy link to these picks gives a link that opens the same picks.

A bundle as an option #

A bundle that needs no setting up (fixed items, fixed quantities, no variable item) can be an option in a choice. One level only.