How to Create Bundles in BakeSmart

Overview
Bundles in BakeSmart let you group multiple products—either Standard Products or Custom Products—into one packaged item.
This makes it easy to create cookie trays, pastry assortments, holiday gift boxes, or any grouped offering where multiple products are sold together as a single order.

Bundles simplify the checkout process for staff and customers, while ensuring that each product inside the bundle still reports correctly to your production, bake, and decoration lists.

You can also add upcharges for packaging or labor (for example, trays or assembly costs) or offer discounted pricing for grouped purchases.
BakeSmart gives you the flexibility to configure bundle pricing in the way that best fits your business.

How to Create a Bundle in BakeSmart

Step 1: Confirm Products Exist

Before creating a bundle, make sure the individual products you want to include already exist.

1. From the Dashboard, navigate to Products.
2. Use the Search bar to confirm that all products you’ll include (e.g., Chocolate Chip, Oatmeal Raisin, Peanut Butter Cookies) are created and priced correctly.
3. If not, create or edit those products before continuing.

• Bundles rely on existing product data for pricing, reporting, and ingredient tracking.

Step 2: Create a Bundle Group

A Bundle Group defines which items will be available as choices within a bundle.

1. In the left menu, click Product Types to open the drop-down list.
2. Select Bundles.
3. You’ll land on the Manage Groups – Bundles view showing all existing bundle groups.
4. Click the NEW GROUP button in the top-right corner.
5. In the Create New Group window:

• Enter a Unique Name (for example, Cookie Choices or Breakfast Pastry Assortment).
• Select the Group Type:
  • Standard Items – for standard products like cookies, muffins, or bars.
  • Custom Items – for made-to-order or decorated products such as petit fours or custom cookies.
• Use the Search bar to add the individual products you want included in this group.
• Click Save.

💡 Tip: Creating groups now saves time later.
Items in a group become the selection choices that fulfill an assigned quantity inside a bundle.
For example, a “6 Assorted Cookies” bundle might use a group containing Peanut Butter, Chocolate Chip, and Snickerdoodle Cookies.
At order time, staff or customers can choose any mix of six from that group.

Step 3: Create the Bundle Product

Now create the actual Product that will use your group and appear as a sellable item in POS and eCommerce.

1. From the Product List or Product Gallery, click NEW PRODUCT.
2. From the product-type list, choose Product Bundle (listed at the bottom).

Product Bundle – A group of products sold together. Products may be pre-selected or customized at the time of order.

  3. Complete the general product information:

• Unique Name (e.g., HomeStyle Cookie Tray)
• Category/Subcategory for reporting
• Employee Notes (shown on order screens)
• Taxes as applicable
• Location (if multi-store)

Step 4: Set Pricing

BakeSmart offers three pricing methods for bundles:

1. Price by Each – Assign one fixed price to the bundle.
   Example: $45 per tray regardless of selected items.
2. Each Plus Total Price of Selected Products – Add a base price (e.g., $3 tray fee or labor fee) to the cost of selected products.
3. Total Price of Selected Items – Use the normal pricing of all products included, with no additional fees.

✅ Best Practice:
Use “Each Plus Base Fee” when the bundle includes packaging or assembly work (like trays, boxes, or baskets).

Step 5: Add Selections

This step links your bundle to the products or groups it contains.

1. Go to the Selections tab.
2. Click ADD SELECTIONS on the right.
3. Choose one of the following:

• GROUP – Select from previously created Bundle Groups.
• PRODUCT – Add individual products directly from your database.
• OPTIONS LIST – Attach an existing options list already used on other products.

💡 How Each Option Works:

• Group: Adds a pre-built list of products and allows flexibility during ordering.
  • When using a Group, you’ll assign a Quantity to that group (for example, 12).
  • The customer or store staff will then choose items from the group to fill that total (for instance, any 12 cookies from the group).
  • This is the key difference between adding Groups and adding Products.
• Product: Adds specific products with fixed quantities.
• Options List: Adds modifiers or customization options such as flavor or filling.

Step 6: Configure Settings & Availability

• Settings Tab: Assign receipt name, department, product code, ingredients, allergens, and any alerts or notes.
• Availability Tab: Define lead times, day/time restrictions, online-ordering visibility, seasonal availability, or store-location limits.

Complete these just as you would for any other product setup.

Step 7: Save & Test

1. Click Save to finalize the bundle.
2. Place a test order in POS or eCommerce to confirm:

• Correct pricing and base fees
• Accurate selection options
• Proper reporting on bake, production, and decoration lists

Your new Bundle Product is now live!

Tips for Success

• Always confirm that individual products exist before bundling.
• Use “Each Plus Base Fee” pricing to include tray, box, or labor costs.
• Create reusable Groups of products for quick seasonal or event bundles.
• Duplicate existing bundles to launch new combinations faster.
• Run a test order to verify reporting accuracy after each new bundle is created.

Video Walkthrough

🎥 Coming Soon – A full step-by-step video will be added here.

Related Articles

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[Discounts and Groups]

[Register Drawers (Cash Drawer / Till)]

[eCommerce Setup]

Keywords: Bundles, Product Groups, BakeSmart Packages, Cookie Trays, Holiday Specials, Gift Sets, Pricing Bundles, Packaging Fees, Bundle Setup