Adding a Bundle Product
From AvectraWiki, the wiki of Avectra netFORUM
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Overview
To add a Bundle Product Click the Add link on the Bundle Product group item. The Add Bundle Product Wizard will display. The Wizard is a three step process to set up the bundle, add the components, and confirm the data.
Step 1: Add Bundle Product
Enter the name of the bundle name in the bundle name text box (required). Select the suppress products on invoice? check box to display a total bundle price only on the invoice. Select the hide prices on invoice? check box to display an itemized listing of all the products without their individual prices. Selecting neither will display an itemized listing of products in the bundle with their prices. Click Add Components.
Step 2: Add Components
The product type drop-down list will default to ALL. By selecting ALL, and clicking the product name look up, every product name throughout the system will display on the List – Product View page. To narrow the product selection process, select a specific product type from the product type drop-down list. Only products in that product type will display.
For example, by specifying Membership Dues in the product type drop-down, you are able to add membership dues you have defined during Assocation set-up while adding national dues. Notice that both member and non-member dues prices are added to the bundle in this case which is one advantage of using a bundle over a package. This will give you the further option of choosing between the member and non-member option when purchasing the product in COE. See Selling a Bundle Product for more information. Keep in mind that the older-style dues packages cannot be added as a bundle component.
The Bundle Quantity and Discount section has several features regarding pricing, discounts, renewals and invoicing options. Each pricing and discount option selected will remove the other options from the form.
- quantity text box (required): the quantity of the item in the bundle.
- calculate? check box: This is a .NET method to calculate the price of the item regardless of the price entered on the product setup. If checked, the calculation text box will display. Enter the .NET method that will be called in the following format: dllName|TypeName|MethodName (example: extension|Avectra.netForum.Extension.CustomCalculationClass|CustomCalculationMethod). The .NET method should always take the InvoiceDetail object as a parameter. (example: CalculatePrice(InvoiceDetail oDetail)). See Calculating the price of a bundle component for more details.
- discount amt text box: a dollar amount discount applied to that per individual quantity.
- percentage text box: a determined percentage discount on the item.
- flat rate text box: entering an amount in this text box overrides the price entered in the product set up.
- optional? check box: selecting this check box gives you the option of removing this item during invoicing without removing the entire bundle.
- renewable? check box: selecting this check box will include the product when the bundle is renewed based on the determined time frame e.g. bundle with a membership, subscription, publication and merchandise. When the membership is automatically renewed, the other products will renew as well.
Click Save & Add Component button to add another product to bundle.
If your bundle is complete, click Save & Continue button to move to Step 3.
Click Continue Without Save button to continue without the last product entered.
Step 3: Confirmation
The Review & Confirm page will display. Review to ensure all of the data is correct. Click the delete button to remove any bundle products. If you wish to add more bundle products, click the Add More Products button. If the bundle products are correct, click Finish.
The Bundle Product Profile page will display. The products will display on the components child form.
Click the edit button to edit any product in the components child form. The Edit – Bundle Component page.
See Also
Adding a Bundle Product Selling a Bundle Product Invoicing a Bundle
| Bundles vs. Kits vs. Packages |
