Bundles are a group of products and services that are commonly used together when you treat your patients. To access bundles, navigate to Admin -> Products -> Bundles
There are 2 types of bundles you can create: regular and static.
Regular Bundles
Regular bundles are a group of products and/or services where the individual prices of the products and services add up to the total price for the bundle. To create a regular bundle, keep the 'Static Price Bundle' toggled off.
Static Bundles
Static bundles are a group of products and/or services that have a fixed price for all items, thus overriding the individual product and service prices. To create a static bundle, toggle the 'Static Price Bundle' on.
When creating a new static bundle you will need to assign a single product category to the entire bundle, and all of the revenue for the line items in the bundle will be tracked in that single product category. Also, sales tax is NOT calculated on static bundles.
Once a bundle has been created as either regular or static, it can not be changed to the other bundle type. The toggle remains greyed out once saved for the first time.
Creating and Configuring Bundles
To add a new bundle, click the ‘Add New’ button on the right side of the screen.
Title your bundle under 'Name'
Click on ‘Add Product’
Start typing the name of the product you want to add
Click on the product (or press ‘Enter’ if the product is highlighted)
Repeat for all other products you want to add to the bundle
Set minimum and maximum quantities as needed
Set quantities/doses as needed
Bundles can be nested within one another. See how here. You can also create a new bundle directly from an estimate.
You can hide items from treatment search to create a workflow where items cannot be invoiced outside of a bundle. Look for the product or service item setting titled 'Hide From Treatment Search'. When enabled you can search for the item within your admin settings to configure it within a bundle, but users cannot manually search for the item to independently include it on an invoice outside of a bundle.
Bundle Discounts
Static Bundles
Choose from available discount settings when creating or editing a static bundle, including Client or Pet Assure discount eligibility or a custom discount. Set the dose on applicable products added to a static bundle.
Regular Bundles
Add a % or $ discount on any line item when creating or editing a bundle. Custom line item discounts will override any client discount or the Pet Assure discount once administered and put on the invoice.
Editing a Bundle
To edit a bundle, click the 'edit' icon under Actions.
Duplicating a Bundle
To duplicate a bundle, click the 'duplicate' icon under Actions (to the far right of the bundle you wish to duplicate). Duplicated bundles will be fully editable once duplicated. This means you can update the bundle type (regular or static), as well as edit the included items. Duplicated bundles are not created until saved.
Deleting a Bundle
To delete a bundle, click on the red ‘Delete’ button in the upper right corner of the screen when within a bundle.