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Bundle Components

To create a bundle component:

  1. From the Xenial Cloud Portal, select Data Management.

  2. From the Ordering Settings menu, select Products.

  3. From the Products menu, select Bundle Components.

  4. From the Bundle Components homepage, select New Bundle Component.

  5. From the menu pane on the left, select a page and define the respective settings.

    The following introduces the pages of the Bundle Components editor.

    Page

    Description

    Options

    Configure the bundle component. The component types include:

    • Multiple Items - Two or more items selected as a single component during the order taking process.

    • Single Item - One item selected as a single component during the order taking process.

    • Item Offer - An additional item to offer to the customer based on the items in their order.

    Assigned To

    Assign the bundle component to products. See Assigned To.

  6. From the upper-right of the screen, select Save.

Multiple Items

Xenial Cloud Portal Data Management Ordering Settings Products Bundle Components

There are two methods to add a Multiple Items bundle component type:

Manual Selection

To add a Multiple Items bundle component using the Manual Selection method:

  1. From the Component Options section of the Options page, define the following:

    Field

    Description

    Component Type

    Select Multiple Items.

    Label

    Type a name for the bundle component.

    Enabled

    Toggle On if this component is currently available for the bundle.

    Description

    Type a description of the component.

    Destinations

    Select the allowed order destinations for this component.

    Associated Items

    Toggle On to identify the products included with this component as "Associated Items".

    "Associated Items" are hidden on SuiteSpot menus, but included on production reports.

    Toggle On if the following values must match:

    • The sum of the Default Quantity for all the products added to this component.

    • The component's Max Quantity value.

    The Default Quantity for each product and the Max Quantity for the component are defined below.

    If the sum of the Default Quantity of the products and the Max Quantity value do not match, then a Form Validation error message is displayed.

    Toggle Associated Items to Off if the values are not required to match.

    Products

    Select Item Using

    Select Manual Selection.

    Products Tagged With

    Select the tag(s) to use. All items associated with the tag(s) are added to the product list for the component.

    Min Quantity

    Type the minimum quantity for this component. The default is 1.

    For example, if the minimum quantity is 2, then the customer must select at least two (2) of the listed products for this bundled component

    Max Quantity

    Type the maximum quantity for this component. The default is 1.

    For example, if the maximum quantity is 2, then the customer cannot select more than two (2) of the listed products for this bundled component

  2. From the upper-right of the Products section, select Add Products.

    • From the Add Products to Bundle Component window, select the products.

    • Select Add # Items.

  3. From the Products section, configure the selected products:

    • Select and drag the control to the left of each product to sort the products in the desired sequence.

    • In the Default Quantity field, type the item quantity to add to the customer’s order by default.

    • Toggle Enabled to Yes if the item is currently available with this bundle component.

    • Select X to remove a product from the list.

  4. From the upper-right of the screen, select Save.

Menu Category

To add a Multiple Items bundle component using the Menu Category method:

  1. From the Component Options section of the Options page, define the following:

    Field

    Description

    Component Type

    Select Multiple Items.

    Label

    Type a name for the bundle component.

    Enabled

    Toggle On if this component is currently available for the bundle.

    Description

    Type a description of the component.

    Destinations

    Select the allowed order destinations for this component.

    Associated Items

    Toggle On to identify the products included with this component as "Associated Items".

    "Associated Items" are hidden on SuiteSpot menus, but included on production reports.

    Toggle On if the following values must match:

    • The sum of the Default Quantity for all the products added to this component.

    • The component's Max Quantity value.

    The Default Quantity for each product and the Max Quantity for the component are defined below.

    If the sum of the Default Quantity of the products and the Max Quantity value do not match, then a Form Validation error message is displayed.

    Toggle Associated Items to Off if the values are not required to match.

    Products

    Select Item Using

    Select Menu Category.

    Menu Category

    From the dropdown, select the menu category.

    Min Quantity

    Type the minimum quantity for this component. The default is 1.

    For example, if the minimum quantity is 2, then the customer must select at least two (2) of the listed products for this bundled component

    Max Quantity

    Type the maximum quantity for this component. The default is 1.

    For example, if the maximum quantity is 2, then the customer cannot select more than two (2) of the listed products for this bundled component

  2. From the Products section, configure the products that are included in the selected category.

    • In the Default Quantity field, type the item quantity to add to the customer’s order by default.

    • Toggle Enabled to Yes if the item is currently available with this bundle component.

  3. From the upper-right of the screen, select Save.

Single Item

Xenial Cloud Portal Data Management Ordering Settings Products Bundle Components

To add a Single Item bundle component:

  1. From the Component Options section of the Options page, define the following:

    Field

    Description

    Component Type

    Select Single Item.

    Label

    Type a name for the bundle component.

    Enabled

    Toggle On if this component is currently available for the bundle.

    Description

    Type a description of the component.

    Destinations

    Select the allowed order destinations for this component.

    Associated Items

    Toggle On to identify the component as an "Associated Item".

    "Associated Items" are hidden on SuiteSpot menus, but included on production reports.

    Products

    Mark as Main

    Toggle On if this item is the main component of the bundle.

    • The main component is hidden on the order item listbox when the bundled product is added to an order.

    • This setting can only be toggled On for one item component per bundle.

    Products

    To select the product:

    1. Select the Products field.

    2. From the Add Products to Bundle Component window, select the products.

    3. Select Add Item.

  2. From the upper-right of the screen, select Save.

Filter the Product List

To filter the product list on the Add Products to Bundle Component window:

Item Offer

Xenial Cloud Portal Data Management Ordering Settings Products Bundle Components

There are two methods to add an Item Offer bundle component:

Manual Selection

To add an Item Offer component type to a bundle using the Manual Selection method:

  1. From the Component Options section of the Options page, define the following:

    Field

    Description

    Component Type

    Select Item Offer.

    Label

    Type a name for the bundle component.

    Enabled

    Toggle On if this component is currently available for the bundle.

    Description

    Type a description of the component.

    Offer Question

    Type a question for the order taker to ask the customer (e.g. Would you like to add an Ice Cream Cone?)

    Destinations

    Select the allowed order destinations for this component.

    Products

    Select Item Using

    Select Manual Selection.

    Products Tagged With

    Select the tag(s) to use. All items associated with the tag(s) are added to the product list for the component.

    Min Quantity

    Type the minimum quantity for this component. The default is 1.

    For example, if the minimum quantity is 2, then the customer must select at least two (2) of the listed products for this bundled component

    Max Quantity

    Type the maximum quantity for this component. The default is 1.

    For example, if the maximum quantity is 2, then the customer cannot select more than two (2) of the listed products for this bundled component

  2. From the upper-right of the Products section, select Add Products.

    • From the Add Products to Bundle Component window, select the products.

    • Select Add # Items.

  3. From the Products section, configure the selected products:

    • Select and drag the control to the left of each product to sort the products in the desired sequence.

    • In the Default Quantity field, type the item quantity to add to the customer’s order by default.

    • Toggle Enabled to Yes if the item is currently available with this bundle component.

    • Select X to remove a product from the list.

  4. From the upper-right of the screen, select Save.

Menu Category

To add an Item Offer bundle component using the Menu Category method:

  1. From the Component Options section of the Options page, define the following:

    Field

    Description

    Component Type

    Select Item Offer.

    Label

    Type a name for the bundle component.

    Enabled

    Toggle On if this component is currently available for the bundle.

    Description

    Type a description of the component.

    Offer Question

    Type a question for the order taker to ask the customer (e.g. Would you like to add an Ice Cream Cone?)

    Destinations

    Select the allowed order destinations for this component.

    Products

    Select Item Using

    Select Menu Category.

    Menu Category

    From the dropdown, select the menu category.

    Min Quantity

    Type the minimum quantity for this component. The default is 1.

    For example, if the minimum quantity is 2, then the customer must select at least two (2) of the listed products for this bundled component

    Max Quantity

    Type the maximum quantity for this component. The default is 1.

    For example, if the maximum quantity is 2, then the customer cannot select more than two (2) of the listed products for this bundled component

  2. From the Products section, configure the products that are included in the selected category.

    • In the Default Quantity field, type the item quantity to add to the customer’s order by default.

    • Toggle Enabled to Yes if the item is currently available with this bundle component.

  3. From the upper-right of the screen, select Save.

Assigned To

Xenial Cloud Portal Data Management Ordering Settings Products Bundle Components

From the Assigned To page of the Bundle Components editor, assign a bundle component to one or more products:

  1. From the upper-right of the Assigned To page, select Assign to Products.

  2. From the Add Products to Bundle Component window, select the products.

  3. Select Add # Items.

  4. From the upper-right of the screen, select Save.