Kits and Bundles

Set Up

1 From the Management Screen choose Products > Kits and Bundles

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2 In the upper right corner of the screen choose “settings.”

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Settings A. In the Receipt settings section choose which information you would like shown on the customer’s receipt.

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Settings B In the Enterprise settings section you will have control over when kits are active as well as which Regions they are active in. Then click Save.

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Creating a Kit/Bundle

1 Choose “add kit” from the main Kits and Bundles page.

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2 In the upper section choose which region(s) will have access to this specific kit/bundle. Then fill out:

  • Name
  • Picture (optional)
  • Description (optional but recommended)
  • Barcode (if you have one)

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3 Choose the Products and/or Categories needed for this bundle.

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4 Once you have added in the products/categories you may edit 3 of the fields:

  • Pricing Type: Choose between Fixed ($ dollar amount) and Percent (percentage amount)
  • Amount: Choose how much the percentage discount or the fixed price will be on this product or category
    • To give an item for free put either Percent 100 or Fixed 0
  • Mandatory: By checking off “Mandatory” this means that item will be part of that bundle, there is no option to remove it from the shopping cart.

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5 The check box for “Give additional discount to the lowest priced in the kit of___%” may be used for such discounts as

Buy One Get One.”

For Example: Buy 3 items from a category and the lowest priced item will be free.

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Selling Kits and Bundles

1 From the Sales Screen choose the Kits and Bundles icon.

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2 Click on the Kit/Bundle you would like to sell.

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Part A If you attached a specific product when creating your bundle, it will show up with a Lock icon because it is specific to this bundle.

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Part B If you attached a category when creating your bundle, you will need to click on “Choose One” and pick which product you would like from that category.

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3. Once you have chosen the products from their categories click “Add to Cart.”

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4 Now in the shopping cart you will notice the prices reflect their discounts.

In the example below:

  • Manicure is 50% off
  • Swedish Massage is Full Price
  • Nail Polish is Free

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5 Finally click “Complete Sale” and finish your sale as normal.