Product Bundles | Evolution X Help Center

Product Bundles allow you to group multiple products together and sell them as a single packaged offering on your storefront. This feature is a powerful tool for increasing average order value and improving the customer experience by providing curated solutions, such as a mandatory "Safety Kit" when buying a "Power Tool").

Bundles let a dealer sell a main product together with a set of related items (bundle items). Each bundle item can be required (auto‑included) or optional (buyer selectable). Each item’s price can be the product’s normal price (Default Price) or Free. The admin sets how many optional bundle items a shopper may select using Optional items to select.

Important behaviour (summary)

Optional items to select controls the number of optional items the shopper may select:
- If Optional items to select = N (> 0): shopper may select up to N optional items.
- If Optional items to select = 0: there is no limit — shopper can select as many optional bundle items as they want.
Required items are always included in the bundle automatically and do not count against the Optional items to select limit.

(These rules are the authoritative behaviour for the examples and the storefront popup.)

Before you begin

You must have product SKUs in the catalog for the main product and every bundle item.
Decide which parts are always included (Required) and which are optional.
Decide whether optional items are Free or charged at Default Price.
One bundle is attached to a single main product (or product group) per bundle record.

Create a bundle (admin)

Go to: Products → Bundles → New Bundle.
Fill Label (bundle name). Toggle Enabled ON to publish the bundle.
Set Optional items to select:
- Enter an integer (N) to limit how many optional items the shopper can choose (0 = no limit).
Select Main Product:
- Use Search SKU to attach the bundle to a single SKU (optional — a bundle can exist without a main product if you plan to lead with a product on the storefront).
Add Bundle Items:
- Click + New Item or use Import Items.
- For each item row, set:
  - Quantity — default quantity added when the shopper selects the item.
  - Price — Default Price or Free.
  - Required toggle — ON if the item must always be included.
Save Changes.

Add or remove bundle items

To add: + New Item → select the SKU → set Quantity / Price / Required → Save.
To remove: use the item row menu (•••) and choose Delete (or uncheck/clear the row) → Save bundle.
To bulk add: use Import Items.

Pricing behaviour

Default Price — the item uses normal catalog price and is charged when selected.
Free — item contribution to cart is 0 when selected.
There is no bundle-level discount engine in this feature; marking item Free is the only built-in way to make an item free in a bundle.

Storefront (customer) experience

Buyer clicks Add to Cart on the main product (or on a page that leads with the bundle) and sees the bundle popup (title: “Select Bundle Items”).
The popup displays:
- Required items first (auto-included).
- Optional items with quantity controls and price / FREE labels.
The popup enforces selection limits:
- If Optional items to select = N (>0), the shopper may choose up to N optional items.
- If Optional items to select = 0, the shopper may choose any number of optional items.
Add to Cart remains disabled until the shopper satisfies any required constraints (if any).
Only items configured in the bundle appear in this popup — shoppers cannot add arbitrary catalog items from there.

Use cases (exact admin configuration and expected result)

Choose a Free Gift (Pick 1 of 2)
- Scenario: Buy a Rotary Hammer, get a free Wrench OR a free Battery.
- Setup: Optional items to select = 1. Add Wrench and Battery to Bundle Items. Set each item Price = Free. Required = OFF for both.
- Result: Shopper may select up to one optional item — i.e., they can pick one free gift (Wrench or Battery) in the popup
Two Free Gifts (Pick 2 of 3)
- Scenario: Buy a Drill, choose two freebies from Wrench, Battery, Grinder.
- Setup: Optional items to select = 2. Add Wrench, Battery, Grinder and set Price = Free for each. Required = OFF for each.
- Result: Shopper may select up to two optional items; both chosen freebies are added at price 0.
Mandatory Safety Part (Required Item)
- Scenario: Buy an Oxygen Bottle — a CO2 Cylinder Valve Protection Cap must be included.
- Setup: Add CO2 Valve to Bundle Items. Set Required = ON for the valve. Set Price = Default Price or Free (as needed). Optional items to select set per optional extras (e.g., 0 for no limit).
- Result: Valve is auto‑included in every purchase and does not count against optional selections; buyer cannot add the bottle without it.
Mandatory Handle + Optional Parts (Mix required + optional, paid or free)
- Scenario: Buy a Door — Door Handle mandatory; Hinges, Strike Plate, Weatherstrip optional.
- Setup: Add Door Handle (Required = ON). Add Hinges / Strike Plate / Weatherstrip (Required = OFF). Set Optional items to select to the maximum allowed optional picks (or 0 for no limit). Configure Price per item as Default Price or Free.
- Result: Door Handle auto‑included; shopper may add optional parts up to the optional item limit (or unlimited if Optional items to select = 0).
Optional Add‑ons (No limit)
- Scenario: Buy a Printer — offer Paper and Ink as optional extras with no upper limit.
- Setup: Optional items to select = 0. Add Paper and Ink Cartridges with Required = OFF and Price = Default Price (or Free).
- Result: Paper and ink are optional; shopper may select none, one, or both — and with 0 they can select any number of optional bundle items.

Product bundles at the moment don't support:

No bundle-level promotions or discount rules beyond marking individual bundle items Free. You cannot create a percentage/amount discount that automatically applies to the whole bundle via this feature.
No dynamic inline variant dropdowns inside the popup. If you need variant choices, add each variant as a separate bundle item.
No conditional inclusion/exclusion logic or complex rules. For example:
- Not supported: “If item A is selected, then item B becomes required.”
- Not supported: “If item C is chosen, exclude item D.”
No segment/contract-specific bundle pricing inside the bundle config; contract pricing or segmented rules must be handled by the pricing engine outside the bundle feature.