Purpose

The purpose of this article is to outline the Product Bundles feature, which allows operators to group multiple products into a single planogram selection. This is primarily used for fresh food items (like sandwiches) that rotate daily but occupy the same physical space in a cooler.

• Product Bundles act as a container for multiple individual products. Instead of updating your planogram every time you restock with a new item of a established bundle, any product inside that bundle can be scanned and sold from that location.
   
• Bundles are a new product type. They get a green 'BUNDLE' badge and their own product family in the inventory list.
   
• Waste on a bundle is recorded per product, not on the bundle as a whole. Each product inside the bundle carries its own Expired, Damaged, Lost, and Refunded values.
   
• Please Note: The Product Bundles feature must be enabled under Company Settings before it will be available at Markets. Once this feature is enabled, it cannot be turned off.

VMS Process

1. Navigate to VMS > Markets > Product Bundles.
   
2. Click the + New Bundle button in the top right.
   
3. Fill the generated Information fields for the new Product Bundle, then click Submit.
   
   • After clicking submit, a popup will generate showing Success!.
     
4. Once the bundle has been created, click the Edit icon on the right side of the row.
   
5. Use the 'Add Products' menu on the left to add any desired products to the bundle. Use the Search Bar to filter and click the blue check mark to add a product.
   
   • Once you add products to the bundle, they will appear on the 'Assigned Products' menu on the right.
     
   • Please Note: A product can only be in one Bundle at a time.
      
6. Navigate to Markets > All Markets.
   
7. Find the Market you wish to use the Bundle at, then click the Edit icon on the right side of the row.
   
8. On the Edit Market page, click the Asset tab. Click the Edit icon on the right side of the row.
   
9. On the Edit Market Asset page, click Add Row + in the bottom left. (Or use an existing Row in a Market that is already set up).
   
   • Click the Grey "+" in the center of the newly created Row.
     
10. Click the 'Enable Product Bundles?' check box on the left.
    
    • Next, click the dropdown menu on the right for 'Available Product Bundles' and select the Product Bundle you have created.
      
11. Once the Product Bundle is selected, a preview of the items in the bundle will appear on the right. You may change the prices of items from this preview.
    
    • If you have edited the price, strikethrough text will appear on the old price.
      
12. Once you have set the information for the Product Bundle in this slot, click 'Back to Preview' in the bottom left.
    
13. The Bundle in the product slot will have a green border and text showing that it is a Product Bundle. Click 'Force Instant Product Changes' if you want the change to happen immediately (as opposed to a scheduled change), then click 'Save Changes' in the bottom right.
    

Stock App Process

1. View a Product Bundle by the green 'BUNDLE' badge on the slot, or click the Bundles tab on the top menu to see only Product Bundles.

   
2. Tap into a Product Bundle to open the details screen. A product bundle detail screen will show the following:
   
   • The green 'BUNDLE' badge next to the product name.
   • Quantity and Prekit Amount.
     • Please Note: There is no waste toggle on this screen. The details banner reads, "Waste is recorded per product and is not linked to bundle quantity."
     • Each Product in a bundle will have its own independent waste data.
   • A list of products contained in the bundle, labeled 'PRODUCTS IN BUNDLES' with a count.
      
3. To record waste on a Product Bundle, the user must record the waste individually per product inside the bundle.
   1. On the bundle detail screen, tap one of the products listed under the banner.  
   2. A waste modal opens for that single product, with fields for Expired, Damaged, Lost, and Refunded.
      • Adjust each amount with the plus and minus buttons, or type the value directly.
   3. Tap Save Waste.
      
4. After saving, the product will show colored waste badges summarizing what was recorded.
   
   • The badges use the following classifications:
     • E is Expired (pink).
     • D is Damaged (orange).
     • L is Lost (yellow).
     • R is Refunded (blue).