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Set up bundles for POS

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Use this process to make a product bundle ready to sell at the register. The settings you choose in Salesforce decide what operators see: whether the bundle screen opens at all, how the bundle is priced and discounted, and where each component is prepared.

Operators cannot change a bundle’s structure at the register. For what they do there, see sell a bundle at POS.

Before you start

  • Create the bundle: the anchor product, the Product Component records, and any Component Group records. See product bundles.
  • Make sure the anchor and every component meet the minimum requirements for POS, including an active price in the price book the outlet uses.

Prepare a bundle for the register

  1. Open the Pricebook Entry for the anchor product in the price book the outlet uses.
  2. Set Bundle Price Strategy to match how you want operators to price and discount the bundle:
    • flat_price — the anchor carries the whole price, each component reads Included at the register, and operators discount the bundle by adjusting the anchor line.
    • component_price — each component carries its own price, and operators discount the component lines.

  3. Open the anchor Product record. Check Virtual if the anchor is only a wrapper with nothing to prepare or hand over, such as a set menu. Leave it unchecked if the anchor is a real product in its own right.

    A virtual anchor never reaches a fulfillment station and is left out of the bundle’s product count. Virtual also suppresses shipping for the anchor on the web storefront.

  4. On the Pricebook Entry of each component that must never be sold on its own, check Bundle Only. Operators can still find the component in search, the product grid, and scan results, but cannot add it to the cart outside its bundle.
  5. If your store routes items to fulfillment stations, check that each component’s category is routed to a station. Components route by their own categories, not the anchor’s. See fulfillment station routing.
  6. On the register, go to Settings > Manage data and check s_c__product_component__c and s_c__component_group__c. If Local records is lower than Server records for either, choose More actions > Clear & resync records. See manage POS data sync.
  7. Select the bundle on the register’s product grid to test it.

The bundle tile is active on the grid, and selecting it opens the bundle screen with every component group, or adds the bundle straight to the cart when it has nothing to choose.

How the setup shapes the register

Setting in Salesforce What the operator sees
Every component fixed at one product and one quantity, with no variants, nested bundles, or configurable groups, and an anchor with no variant or variable price The bundle screen is skipped and the bundle is added straight to the cart
Default Quantity 1 and Maximum Quantity 1 on a Product Component, outside a group or alone in one The component is listed under Included and cannot be changed
Maximum Quantity above 1 on a Product Component A quantity stepper on the component card, which reads At max at the limit
Minimum Components and Maximum Components on a Component Group A hint such as Select 2 under the group heading. Add to cart stays disabled until the minimum is met, and the group locks at the maximum.
Free Quantity on a Product Component Units up to the allowance are not charged. Three units with one free are charged as two.
Variable pricing on a component in a component_price bundle A price step on the card, with preset prices and a Custom option. A component in a flat_price bundle shows no price step.
A component that is a variant product Variant options on the card itself
A component that is itself a bundle A panel to configure the nested bundle
A rental product as a component A booking step on the card. See process rental products at POS.

Every bundle is added to the cart with a quantity of one, and neither the bundle’s quantity nor a component’s quantity can be changed in the cart. A bundle already in the cart cannot be reopened in the bundle screen, so operators remove it and add it again to change it.

What the records show in Salesforce

  • Order products. The order carries one order product for the anchor and one for each component. Each component’s Bundle Lead Item field (Bundle_Lead_Item_Id__c on OrderItem) points to the anchor’s order product. In a flat_price bundle the component order products are $0.
  • Fulfillment type. The register gives every bundle component a takeaway fulfillment when it is added, whatever the rest of the cart is doing. The order’s Shipment records therefore show Takeaway in Fulfillment Type for bundle items, even for a sit-down meal. A rental component that starts today also shows Takeaway, with an on-loan status. A rental component with a future start date shows Reserved.

Troubleshooting

Problem Cause and fix
The bundle tile is grayed out The anchor’s price has not synced to the register. Check the price book entry, then check sync in Settings > Manage data.
The bundle screen opens without one of its groups The Component Group record has not reached the register. Resync s_c__component_group__c, as in step 6.
Operators can sell a component on its own Bundle Only is not checked on the component’s Pricebook Entry in the outlet’s price book.
A set menu sends an empty ticket to a station The anchor is not marked Virtual, so it routes to a station like any product.

Example

A cellar door sells a Cellar Door Tasting Trio at a flat $380: a bottle of VELVET HERON Grande Cuvee that is always included, and two reds the customer picks from four. The anchor’s Pricebook Entry has Bundle Price Strategy set to flat_price and a price of $380. The sparkling wine’s Product Component has Default Quantity and Maximum Quantity both set to 1. The four reds sit in a Component Group with the Display Name Choose two reds and Minimum Components and Maximum Components both set to 2. The anchor is left unchecked for Virtual, so operators can discount the trio by adjusting the anchor line.

After a sale, the order in Salesforce carries four order products: the trio at $380 and three bottles at $0, each bottle with the trio as its Bundle Lead Item.

Related articles

Documentation Product bundles Documentation Sell a bundle at POS Documentation Manage POS data sync Documentation Configure POS fulfillment station routing Documentation Product minimum requirements for POS Documentation Process rental products at POS

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