Let end-users configure products based on your rules, to be able to sell and handle complex product offerings.
Overview
The Bundle configurator is an advanced plugin that offers bundling or configuration of products. You can set up rules on what products should be bundled/configured with other products, and also decide if a service should be added to the configuration.
A bundle config setup can be used in multiple use cases, such as configuring a car with the correct motor, tires, audio system, roof rack, towbar, and so on, or a computer with the needed RAM, processor, hard drives, operating system, etc.
The Bundle configurator is available from the main navigation bar. If the icon is not presented directly, click the 3-dots icon to expand the menu.
Filters
You can apply filtering criteria to find relevant configurations. Filtering can be done based on specific information like Main product, Main category, Linked product and Status.
Specify one/more filters and click Apply filters at the bottom. The current filter criteria are presented above the grid:
- You can remove a specific criterion by clicking the [x] in the relevant pill.
- You can remove all criteria by clicking Clear all on the right-hand side.
Grid
All configs matching the current filter criteria are presented in the grid. If there are more than the number set for Items per page (default 20), you can browse through the pages from the lower right corner. You can also change the number of items to be presented per page by clicking the arrow button.
Add new bundle configuration
To register a new configuration, do the following:
- Click the plus icon (Add new bundle configuration) in the upper right corner:
- The following window is presented:
- Name: Specify a name for the config (mandatory).
- Description: Specify a description of the config.
- Service product: Select a product that may be used as a service.
Info: The service product could for example be a service to mount a screen protector on a mobile phone. A service/action performed on the main product (with or without linked products).
- Status: Select whether the config should be Active or Inactive once saved.
An activated config will be available in PAPI after a publish is performed.
Note! The bundle config metadata provider must be included in your PIM setup to have the data available in PAPI. Please see PAPI metadata for more information.
If you want to use MAPI to fetch data, you need to make sure that the status is handled according to your business rules.
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- Click Save when you are done. The config is now available in the grid. See the next section for further configuration/ handling.
Manage bundle configurations
Click a config from the grid to open its details panel. The Name and ID are presented at the top.
You can enlarge the panel by clicking the Expand button in the upper right corner. To delete the config, click the trash bin icon (Delete) in the upper right corner.
The panel consists of several tabs. Please see the following sections for more information.
Info tab
Presents the main information of the config:
In addition to the information provided when the config was initially created (see Add new config), the following can be specified/edited:
- Priority: Specify the priority order of this config.
- Custom icon: If you want a specific icon for the config, click the pencil icon (Select icon) to select an image from the assets library:
Add one/more Filters and click Apply filters to locate the relevant icon. Select the relevant icon from the grid and click Save.
To remove the icon, hover over it and click the "x". To replace the icon, click the pencil symbol and select another one:
- Attributes: If you need to store additional properties for the bundle config, you can add one/more attributes.
Note! In the previous version of the Bundle Configurator, there were six fixed properties available for each config; 'Pre-select text', 'Badge text', 'Pre-selected', 'Reset on change', 'Must have stock' and 'Allow non accessory linked products'.
These properties are no longer predefined and should now be configured as attributes, if required.
To specify an attribute, click the plus icon (Add attribute), type the attribute name, and click the green checkmark button. Now the attribute is presented in the table. Click the input field and enter a value to save it:
To remove an attribute, hover over it and click the X button (Remove) to the right:
Main products tab
A main product in a config is a product that the configuration is added to, like a mobile phone, car, or computer. The config can apply to several main products:
You can add products either by selecting products one by one (Add products), or by selecting one/more categories (Add categories). In the latter case, the configuration will be added to all products residing in the selected categories.
To remove a category, click the X button (Remove) to the left of it.
To remove one/more products, select the relevant products from the list and click the X button (Remove products) above the grid.
Linked products tab
A linked product in a config is a product that can be selected as an accessory or service to the main product. There can be several linked products in the config:
You can add products either by selecting products one by one (Add products), or by selecting one/more categories (Add categories). In the latter case, the configuration will apply to all products residing in the selected categories.
To remove a category, click the X button (Remove) to the left of it.
To remove one/more products, select the relevant products from the list and click the X button (Remove products) above the grid.
Customer groups tab
The config can be made available to certain customer groups only:
To select one/more groups, click the pencil icon (Add customer groups). The following window is presented:
Groups already linked to this config are marked as "Assigned". Click the plus icon (Assign) to the right of relevant groups to link them to the config. Click the 'X' button in the upper right corner to close the window.
To remove a group, hover over it and click the X button (Remove) to the right.
Customer profiles tab
The config can be made available to certain customer profiles only:
To select one/more profiles, click the pencil icon (Add customer profiles). The following window is presented:
Profiles already linked to this config are marked as "Assigned". Click the plus icon (Assign) to the right of relevant profiles to link them to the config. Click the 'X' button in the upper right corner to close the window.
To remove a profile, hover over it and click the X button (Remove) to the right.
History tab
All actions performed on a bundle config are saved and presented in this tab. You can see who created/updated it, which changes were made, and when:
Languages tab
If your organization has more than one language/context, the config information can be translated between selected languages/contexts:
Select the relevant language/context to translate from and to in the upper right corner.
- In the General info section, the Name and Description of the bundle config are presented.
- If there are any attributes defined for the config (please see the Info tab chapter), these will be presented in the Attributes section.
Click the relevant input field and enter a value in the given language/context.
PAPI metadata
To use bundle config in PAPI, you need to get the plugin registered with the Metadata provider in your PIM setup. Then the bundle config will be available in the main product "metadata" with the needed information/relations:
{
...
"metadata": [{
"id": "preconfig",
"value": {
"preConfig": [... array of configurations ...]
}
}
]
...
}
Example of a bundle config in the metadata:
{
"id": "635f233252faff000151667f",
"name": "Mount screen protector",
"description": "A nice descriptive text",
"customIconAssetId": null,
"priority": 0,
"serviceProduct": [
"635f233252faff000151667f"
],
"linkedCategories": [
"635f233252faff000151667f"
],
"linkedProducts": [
"635f233252faff000151667f"
]
}