Definition

Bundle - represents a grouping of multiple Items. Used for packaging Items together as well as providing suggested services to end-users.

Release Note

9/3/2020 - New Bundle functionality is being introduced in October, which will add a new Field Type called "Bundle". This will allow you at an Item Template level to reference any Bundle records you create. This is particularly useful for buying experiences where you want to suggest services to a buyer when they're looking at a specific Item.

Concepts

Bundles can contain any number of grouped items. They call also contain Constants, which are used for controlling pricing and maximum discount levels on a given Bundle. You can add Constants by clicking on the + icon in the Constants section. For more information on how you can apply Bundles please reach out to your WorkRails Customer Success Manager.

Usage

Clicking on the Bundles option in the left-hand pane brings up a tabular view of all of the Bundles you have setup within your WorkRails instance.

Create

  • To create a new Bundle, click the "Create Bundle" button.

  • Provide a Name, Description, and any optional Filters or Categories.

  • Click on the "Add Item" button.

  • This will bring up a modal. Select any of the Items that you would like to add to the bundle.

  • Once your Item selection is completed, click the "Submit" button.

  • To save your Bundle, click the "Submit" button on the Bundle edit page.

  • Click "Create".

  • In the Item creation view, give your item a Name, Description, and Label.

  • You may update any Fields with default state, such as pricing values, content, and field mapping values to 3rd party systems such as Salesforce.com.

  • After you have updated your Fields with default state, click on the "Submit" button to save the Item.

Clone

  • To clone an existing Bundle, highlight a Bundle in the table, click the Actions pane, and select "Clone".

  • This will create a cloned representation of the existing Bundle that you have selected, and will pre-populate it with details that you can then override.

  • After you have updated your Fields and any Item selections, click on the "Submit" button to save the Bundle.

Edit

  • To edit an existing Bundle, highlight a Bundle in the table, and click on the Name.

  • This will bring you into the Bundle edit screen, where you can modify the Bundle as needed.

  • After you have finished your updates, click on the "Submit" button to save the Bundle.

Note: If your Bundle is associated with any Catalogs, changes will take place immediately. Be sure to properly test Sandbox Bundles before making changes to corresponding Production Bundles.

Delete

  • To delete an existing Bundle, highlight a Bundle in the table, click the Actions pane, and select "Delete".

  • This will prompt a dialog box that asks you to confirm the deletion of that Bundle.

Note: Deleting a Bundle is irreversible and will be removed from any associated Catalogs immediately. Do not delete an existing Bundle unless you are certain you want it removed.