In this pre-recorded webinar, you will learn:
How to set up bundles in Shopify with a Parent SKU
How to set up a bundle policy
How to import a bundle
How to create an RMA for a bundle item
Shopper workflow returning a bundle
Bundling and Kitting
Why it matters:
Currently, Shopify does not organically support bundling and kitting on their platform. However, retailers can set up a single Parent SKU for bundles in Shopify or rely on a third-party app.
Managing returns for bundles has been challenging for retailers - particularly if a shopper wants to return a single item in a bundle. Now, in ReturnLogic, shoppers can return individual items within a bundle or return the entire bundle.
What constitutes a bundle?
A bundle is a collection of individual products that are sold together under one parent product. Usually, a bundle consists of items that are complements to each other and are sold at a lower price to incentivize buying the entire bundle.
Examples of Bundles:
A skincare retailer sells a "holiday bundle" of three different face masks.
A home good retailer sells a "bedding bundle" of two pillowcases, a top sheet, a fitted sheet, and a comforter.
A CBD retailer sells a "getting started bundle" of a tincture, bath bomb, and gummies.
A tech retailer sells a "gaming bundle" of a headset, a mouse, and a keyboard.
What is the difference between a bundle and a BOGO in ReturnLogic?
Bundles, while similar to discount deals such as BOGO's in the sense of discounted pricing, are not the same and are not yet supported in ReturnLogic.
Examples of BOGO/Discounts:
An eyewear company sells sunglasses, and when you buy two, you get the third free.
A jewelry company sells earrings and necklaces. When you buy a necklace, you get a pair of earrings for 50% off.
An apparel retailer sells men's boxers. When you buy one, you get the second for free.
How It Works:
The operations manager will first need to set up a bundle policy BEFORE being able to create an individual bundle or upload a group of bundles. Would you rather do an interactive walkthrough within ReturnLogic? Click Here to take the product walkthrough tour!
Once a bundle policy is created, the operations manager can either create an individual bundle or bulk upload bundles via CSV.
To bulk upload bundles, the operations manager will need to upload a CSV file into ReturnLogic. During this process, they will be prompted to select the bundle policy that they want to apply to the bundles in the CSV. Would you rather do an interactive walkthrough within ReturnLogic? Click Here to take the product walkthrough tour!
Here's a quick video with more info on uploading a bundle CSV:
At this time, all bundles that are part of the CSV will have a singular bundle policy assigned to them.
If the operations manager is faced with errors during the CSV upload, we provide the error message (if any) and ask if they would like to continue. They can then choose to either continue with the upload with the errors or cancel the upload. Canceling the upload will allow them to fix any errors that may be found during this process.
To create a single bundle, the operations manager will be prompted to complete the following actions:
Select a bundle policy the new bundle will be assigned to.
Select the Parent Bundle product from the catalog (this automatically pulls in from Shopify like any other product, along with the associated image if any).
Add the individual products that make up the parent bundle by searching and selecting them from the catalog.
Before the creation of the bundle, the operations manager will be prompted to review the parent bundle, the policy assigned to that bundle, and a list of the associated child products within the parent bundle.
Regardless of how the bundle is created in ReturnLogic, the operations manager will always have the ability to go back and edit the bundle.
Note: If the operations manager tries to delete the last remaining bundle policy and there are still bundles attached to that policy, we will prevent them from deleting the policy. All bundles need to be deleted before the last remaining bundle policy can be deleted.
The shopper goes to the return center.
A shopper enters in their information and is put into a standard workflow.
When the shopper selects a bundle to return, they are prompted to answer if they want to return a particular item in the bundle, or the entire bundle.
If the shopper selects the entire bundle, the workflow will be the same as normal (I.e. they will be able to select an exchange, refund, warranty, or store credit).
If the shopper selects an individual item, they will only be permitted to select the following two return options: Warranty or Exchange.
Retailers can choose whether they want to support just exchanges, just warranties, or both.
Refunds and store credit are NOT available for individual items that were purchased as a part of a bundle.
If the individual item was purchased outside of a bundle, the item will be treated as any other current stand-alone product in the returns center.
Upon selecting an exchange, the shopper will be prompted to select an even, variant exchange.
We are NOT supporting full catalog exchanges in this version of the feature.
We are NOT supporting uneven exchanges in this version of the feature.
On the review screen of the return workflow, the shopper will be provided with the list of individual products that are in the bundle, regardless of whether they are returning the parent bundle or an individual item within that bundle.
These will also appear on the packing slip we provide with their shipping label to ensure the customer knows which individual items were sold as a part of the bundle.
Customer Service Workflow:
A customer service representative will be able to start creating an RMA for a bundle item by following the workflow below.
When the customer service representative selects a bundle, they will be prompted to choose between creating a return for the parent bundle or individual/child product.
The customer service representative will need to select an exchange or warranty claim if they are returning one or more child products.
Like the shopper, the customer service representative will NOT be able to refund any individual child products.
Like the shopper, the customer service representative will be able to return the entire parent bundle through any return type (depending on settings).
Looking for a more strategic approach? Take a look at How to Offer Bundle Returns For Your Shopify Store.
Have questions? We're here to help! Email us at email@example.com or use the live chat inside the platform with any questions. Enjoy!