Bundle Setup


				

Contents

Overview

The Bundle Setup page is where you create and manage product Bundles. A Bundle is a sales and marketing strategy that joins related products or services together for the purpose of selling them as a single combined unit.

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Bundles are a critical element when configuring and creating Agreements. Setting up Bundles includes:

  • Pricing.
  • The Business Units where this Bundle will be available.
  • Payment Options (Perpetual or Installment).
  • Identifying the Key Item within the Bundle.

A Key Item is REQUIRED when adding the Bundle to an Agreement!


Configuring Bundles

This is a four (4) step process:

  1. Adding the Bundle
  2. Adding Items to the Bundle
  3. Adding Bundle Pricing
  4. Adding Billing Options
The Bundle Setup page.

Adding a Bundle

To Add a Bundle:

  1. From the Launch Pad, click the System Configuration icon in the left navigation panel.
  2. In the Inventory, Activities & Related Settings section, select Bundle Setup.
  3. Add, Edit, and Copy Options.
    In the Bundles section (left), click the Bundle button and select Add from the menu. The Add New Bundle page displays. (NOTE: Only Active Bundles will display in this list. Select the Show Inactive check box to display all Bundles available at that Workstation).
  4. Enter a Name in the text box.
  5. Enter a Description (optional).
  6. Select a Bundle Type from the drop-down list (Membership, Services, Products are the only options).
  7. Create and enter an Item Code. This is for internal purposed within your business structure and different than a UPC, however the two can be the same.
  8. If you have a UPC, enter it in the text box (required). (NOTE: Like in Item Setup, the UPC is required because the Search feature in POS is actually searching on this number to locate the Bundle.)
  9. Select a Category from the drop-down list.
  10. Select a Sub Category (optional).
  11. In the Availability section, select a Start Date (Default="Now"). If you click the arrow down, the Date & Time Picker displays. Repeat the process for the End Date (optional).
  12. The Active check box defaults to selected. Clear the check box to deactivate the Bundle and remove it from the list in the left navigation panel.
  13. Select or leave clear the following check boxes:
    1. Available at POS - This allows the Bundle to be sold at POS
    2. Member Required - This Bundle will only be available to Members. This is based on their Member Status.
    3. Qualified Members Only - This Bundle can only be sold to Qualified Members. This is also based on their Member Status. If you select this check box, you will typically NOT select the Member Required check box.
    4. New Agreements - This Bundle will be available for a new Agreements only and not for rewrites i.e. this Bundle will display in the Choose An Agreement list on the Agreement Writer when a new Agreement is being created.
    5. Rewrite Agreements - This Bundle will be available for rewrite Agreements only. As noted above with New Agreements, these specific Bundles will display in the same list but only when an Agreement is being rewritten. (IMPORTANT NOTE: You can select BOTH of these options and if you do, the Bundle will be available for both new and rewritten Agreements.)
    6. Renewal Agreements - Selecting this check box makes this Bundle available in an Agreement during the renewal process. This Bundle in turn, must be linked to an Agreement that can be renewed. However, only Paid-In-Full and Installment Agreements are renewable.
      Adding a NEW Bundle (before adding Items).

At this point you are ready to Add Items and/or Agreements to the Bundle.

Adding Items to a Bundle

You MUST do the following before you can Save the Bundle:

  1. Add at least one (1) item
  2. Designate one (1), and only one, of those items as the Key Item (See Below).

If there is only one (1) item in the Bundle, that item must be selected as the Key Item before you can save.

To Add Items to a Bundle:

  1. To add an item, click the Items Expand/Collapse button to expand the Items section (right). This activates the Add button.
  2. Click the Add button. The Search For Items will slide into the left section.
  3. Enter and/or select the search criteria and click the Search button (or press the Enter key on your keyboard). The Items will display in the bottom section of the panel.
  4. Select the Item check boxes individually or click the Select All button.
  5. When you have selected the correct Items, click the Add button. The added Items will display in the Items panel (right).
  6. Click the Close button to close the Search For Items section.
  7. Select the Key Item check box for the Item that will be designated as the Key Item in the Bundle.
  8. Repeat the process to add additional items to the Bundle.
  9. Click the Save button.
    Adding an Item to a Bundle.

TIP...You can use the drag-and-drop feature to organize the Items in the order you want them to display, and be sold, in the Bundle.

Key Item

Simply select the Key Item check box of the item you wish to designate as the Key Item from the list of items in that Bundle.

The Key Item concept is only available for Service or Membership Bundles (not Product). Typically, you will select the primary Access Item in that Bundle as the Key Item e.g. check-in. If the Key Item is returned or cancelled, ALL of other items in that Bundle are also returned or cancelled.

Adding Agreements to a Bundle

This is an alternative to the more conventional method of Adding Bundles to an Agreement.

To Add Agreements to a Bundle:

  1. To add an Agreement, click the Agreements Expand/Collapse button to expand the Agreements section (right). This activates the Add button.
  2. In the Agreements section, click the Add button. The Search For Agreements will slide into the left section.
  3. Enter and/or select the search criteria (Agreement Name, Type, and/or Classification) and click the Search button. The Items will display in the bottom section of the panel.
  4. Select the Agreement check boxes individually or click the All button.
  5. When you have selected the correct Items, click the Add button. The added Items will display in the Items panel (right).
  6. Click the Close button to close the Search For Items section.
  7. Repeat the process to add additional Agreements to the Bundle.
  8. Click the Save button.
    Adding an Agreement to a Bundle.

Bundle Pricing

A listing of the Business Unit(s) where this Bundle is applicable, the Start and End Dates, the Total Price of the Bundle and the Currency display in the top right section of the page.

An itemized listing of the products in the Bundle display in the bottom right section of the page:

  • Prices for each Item within the Bundle (Minimum, Maximum, Total)
    • The Total Price is always based on the quantity in the left column.
  • Whether a Paid In Full (PIF) option is available
  • Billing Options (Installment and Perpetual)

REMEMBER...once you ADD A PRICE, you can no longer Edit the Bundle e.g. add additional Items.


To display outdated or expired Bundle Prices, select the Show History check box in the upper right corner of the page.

To Add a Price to a Bundle:

  1. If you are not already on the Bundle Setup page, repeat Steps 1 & 2 from Adding a Bundle.
  2. Click the Add Price button in the Bundle Pricing section.
  3. Double-Click in the Apply To field and select a Business Unit from the Apply To drop-down list.
  4. Enter a Start Date (Required) and End Date (Optional).
  5. The Total Price field will auto-populate based on the total combined prices of the Items in the Bundle.
  6. Select a Currency from the drop-down list.
    Bundle Setup Config 02.png

Editing a Bundle Price

You can edit any of the four (4) price fields in any Bundle Price line item prior to its start date. The Total Price in the top section is determined by the prices of the items in the Bundle and is not editable.

In the itemized listing, double-click the Price field that you wish to edit, enter the new price, and click Save. The Total in both panels will reflect the new amount. If it is after the start date, the Price column will be read-only. Also, you can edit whether a Paid In Full (PIF) option is available for that item in the Bundle by selecting or clearing the Allow PIF check box.

To Edit a Bundle Price:

  1. In the bottom right panel, the Allow PIF field defaults to selected for each item in the Bundle.
    1. If you do NOT want to allow a PIF option, clear the check box. This will remove the No Installments option from the Options drop-down list in Step 4 of the Agreement Writer (Choose Installment Options).
    2. By leaving the check box selected, PIF will remain as a Billing Option in the drop-down list and the price can be subsequently edited (see below).
  2. The Minimum Price, Maximum Price, and Price fields will default to the full price of the item.
    1. The Maximum Price CAN exceed the Total Price of the item. However, this is only reflected in the Paid-In-Full pricing options not in any Perpetual or Installment options.
    2. To change the Price of the item, click in the field and enter the new price. Both Total Price fields (in that row and in the upper section) will be automatically adjusted to reflect the new price.
    3. Repeat the process, if desired, for the Minimum Price and Maximum Price fields. If Paid In Full is an option for this item and the No Installments option is selected in the Agreement Writer, the Edit Paid In Full Price link will activate and you will be able to edit that price accordingly.
      Editing a Paid In Full option price
  3. If you would like to create a price strictly for Qualified Members, click in the Qualified Members Price field (abbr.) and enter the new price.
  4. Repeat the entire process for any other items in the Bundle and click the Save button
Editing a Bundle Price.

NOTE: This editing process is NOT done in a row editor, though the interface does look very similar. Since you make your edits, and can then subsequently edit the pricing in each line item, the data is "Saved" using the appropriate button versus the Update button that you would typically use in a standard row editor.

Copying a Bundle Price

You can Copy a Bundle Price and apply it to a different Business Unit. After you save the new price record, you can make any necessary adjustments on the saved copy.

To Copy a Bundle Price:

  1. If you are not already on the Bundle Setup page, repeat Steps 1 & 2 from Adding a Bundle.
  2. Click a Bundle record in the left panel. This will activate the prices in the Bundle Pricing section and the Copy Price button. If a price has yet to be added, the button will not be active.
  3. Click the Copy Price button. The Copy a Bundle Price pop-up displays.
  4. Select a Business Unit from the To drop-down list. This is the Business to which you are copying the price.
  5. Select a Start Date from the Starting drop-down list. The Date & Time Picker displays with the Right Now check box selected as the default.
  6. Click the Copy button. The new price record will display in the Bundle Pricing section.
    Copying a Bundle Price

Adding a 100% Discount (Complimentary) Bundle Price

This is done as an Installment Billing option.

Adding a Billing Option

Billing Options are added through the use of a separate Bundle Wizard, which takes you through each step of the process.

Billing Options can be configured down to the Business Unit level and can be added to any item in the Bundle. There are two (2) Billing Options:

  • Installment Billing.
  • Perpetual Billing

One (1) default can be set for each Billing Option type. A list with the available number of Installment and Perpetual Options for each item display in their respective columns on the Bundle Setup page.

To Add a Billing Option:

  1. If you are not already on the Bundle Setup page, click the System Configuration icon or use the search in the left navigation panel.
  2. In the Inventory, Activities & Related Settings section, select Bundle Setup or if you used the search, select Bundle Setup from the search results.
  3. On the Bundle Setup page, select a Bundle in the Bundles section (left).
  4. In the Bundle Pricing section (bottom right section), click the row of the item for which you are adding the Billing Option.
  5. Click either the Installment Options button or Perpetual Options button.
    1. The item you selected will auto-populate the Item drop-down list (unlabeled, top left). At this point, you can select another item from this drop-down list if you so desire.
    2. If that item has an Installment or Perpetual Option already configured, the appropriate page displays listing all of the added options. To Add another option, click either the Add an Installment Option button or Add a Perpetual Option button (bottom left) to open Step 1 of the Wizard.
      NOTE: This also applies to Perpetual Options.
    3. If the item does NOT have an option already added, Step 1 of the Wizard will display.
  6. For the remaining detailed steps on how to add each Billing Option through the wizard, go to:

Installment Billing

Perpetual Billing

Editing a Bundle

You can now copy a Bundle giving you the ability to quickly edit an existing Bundle or create a new one with those same properties. You have three (3) options available in the Edit button:

  1. Edit and Copy Options.
    Edit - This will display the current Bundle with the current MosoMRM editing rules in effect.
  2. Copy to New - This copies the existing Bundle properties and gives you the ability to create a new Bundle based on those properties. This leaves the old Bundle active and intact and creates a new Bundle.
  3. Copy & Replace - This copies the existing Bundle properties and gives you the ability to "rewrite" the Bundle. However, the Start Date that you enter for the new Bundle will become the End Date of the old Bundle. The old Bundle in turn, will become inactive.

The remainder of the Bundle is configured in the standard manner. However, to make each copied Bundle unique, you must change the Name, UPC Code, and Item Code.

Copying Bundles
Copy to New.
Copy & Replace.

Configuring Bundles for Presale

For a new club or facility, you may have pre-sold Agreements that can be entered into MosoMRM but will not be effective until you actually open. These Agreements may also have a Billing Schedule for that initial month. In these instances, a best practice when configuring your presale Bundles:

  1. Set your Perpetual Options to ZERO ($0) dollars
  2. Set your quantity to ZERO.

This will take care of your first month's billing BUT...you MUST disable this option when you go LIVE!!!

Next Step?

NEXT STEP: Agreement Templates..........Previous Step: Agreements

And remember to set your Screen Security when you get to the next page!

Technical Information

Related Information

Inventory, Activities & Related Settings

Agreements
Agreement Templates
Agreement Groups
Agreement Classifications
Portal Configuration
Past Due Batch Cancel
Cancellation Reasons
Bundle Setup
Category Setup
Access Types


Discounts/Adjustments
Item Setup
Reinstatement Reasons
Vendors
Suspension Reasons
Redemption Rules
Inventory Receiving
Inventory Adjustments
Inventory Adjustment Reasons


System Configuration
The MosoMRM User Interface
The MosoMRM Glossary
Setting Up Your MosoMRM System
The MosoMRM Modules
Operation Security
Feature Security Agreement Writer


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