Selling a Bundle Product
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Selling a Bundle
Selling a Bundle is done through standard Centralized Order Entry (COE).
Select an individual or organization from CRM. Click the Order Entry icon on the individual or organization profile page. On the Actions section, click the Select Product drop-down list. On the Product Selector list, select Bundles.
The individual or organizations must qualify to purchase the components of the bundle for the bundle product to display on the Select Product drop-down list.
The Bundle Product page displays the bundle components. The Bundle will only display in the dropdown if all the components in the bundle are valid purchases. If the bundle is not displaying, you must verify all the details of each item in the bundle (start and end dates, quantity available, matching price attributes, etc.)
Many bundle components will have other available membership, registration and purchasing options within the primary product. The Bundle Wizard will automatically redirect you to the appropriate page to complete the registration or purchase.
The following examples display many of the pages you will redirected toward if necessary (Certificate Products have multiple options but not used in this examples)
On the Event Registration page, there are tracks and session options that accompany the primary event registration. Each of those products may also include their own prerequisites, affiliated products or price attributes e.g. also below, main event registration is required to register for a track or session.
Click the Total button to display the total amount of registration fees in the Event Registration component. Click Next.
On the Membership Information page, Select the dues rate from the dues rate drop-down list for the membership product within the bundle.
Notice if you have defined price attributes for your membership dues that you have added to your bundle you will be able to select which rate you want to apply. Click Next.
Note: this process would also apply for a Chapter Membership.
The Grant Program Funding below verifies the flat rate amount of the bundle component, which differs from the amount in the set up of this grant product. Click Next.
On the Fundraising page, in the Constituent Gift Details section, select a gift type from the gift type drop-down list. The appeal, campaign, and package codes will default to the code product in the bundle set up (99 HOF Fundraiser). Click Next.
The Subscription page verifies the subscription information.
The final Confirmation page displays the products with the preferences selected in Step 1 (Add Bundle Product). Since neither hide prices on invoice? check box or the suppress products on invoice? check box were selected, an itemized list with prices will display. Click Next.
See Also
Adding a Bundle Product Selling a Bundle Product Invoicing a Bundle
| Bundles vs. Kits vs. Packages |
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