How to Create Bundles in BakeSmart

How to Create a Bundle in BakeSmart

Step 1: Confirm Products Exist

1. From the Dashboard, navigate to Products.
2. Use the Search feature to confirm the items you want to bundle (e.g., Chocolate Chip, Oatmeal Raisin, Peanut Butter cookies) are already created correctly.
3. If not, create or edit the products before continuing.

Step 2: Create a Bundle Group

1. In the left menu, click Product Types to open the drop-down list.
2. Select Bundles.
3. By default, you’ll land on the Manage Groups – Bundles view. This shows all existing bundle groups.
4. Click the Red NEW GROUP button in the top right corner.
5. In the Create New Group window:
   • Give your group a Unique Name (e.g., HomeStyle Cookie Choices).
   • Select the Group Type: Standard or Custom items. (For this example, choose Standard Items.)
   • Search for and add all the individual products you want included in the bundle.
6. Save the group.

Step 3: Create the Bundle Product

1. Navigate to Product Gallery/List and click New Product.
2. Choose Product Bundle as the type of product.
3. The Product Bundle Template will appear. 
   • Enter: Unique Name (e.g., HomeStyle Cookie Tray).
   • Category/Subcategory for reporting and product organization.
   • Employee Notes if you’d like (these notes flash on the order screen).
   • Taxes as applicable.

Step 4: Set Pricing

BakeSmart offers three pricing methods for bundles:

1. Price by Each – Assigns one set price to the bundle, overriding the pricing of individual items.
2. Each Plus Total Price of Selected Products – Adds a base price (e.g., $3 tray fee) to the cost of selected products.
3. Total Price of Selected Items – Uses the original pricing of the selected items only.

👉 Example: For our cookie tray, we’ll add a $3 tray fee to cover the cost of the tray and labor.

Step 5: Add Selections

1. Go to the Selections tab.
2. Click Add Selection.
3. Choose Group, Existing Product, or Option List.
   • For this example, select the group HomeStyle Cookie Choices.
4. Enter the Quantity for the group (e.g., 12 cookies).
5. (Optional) Use the Pencil Icon to adjust pricing for individual products in the group if needed.

Step 6: Configure Settings & Availability

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

Step 7: Save & Test

1. Click Save to finalize your bundle.
2. Place a test order to ensure pricing, selections, and availability work as expected.

Your new Bundle Product is now live!

Tips for Success

• Always create or confirm single products first before bundling.
• Use Each Plus Base Fee for trays, baskets, or packaging costs.
• Save time by creating Groups of products that can be reused across multiple bundles.

Video Walkthrough

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

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Keywords

Bundles, Product Groups, BakeSmart Packages, Cookie Trays, Holiday Specials, Gift Sets, Pricing Bundles