Overview

Heartland Retail now offers you the option to sell a predefined set of items as a bundle, and to assign bundle pricing to the included items according to your specifications. The use of bundles allows you to create package deals for customers as an incentive to purchase additional items.

This guide will help you configure your Heartland Retail system to use this new functionality. In order to access the options discussed in this guide, you must have the Manage Bundles permission enabled for your role

If you have questions regarding information in this document, please contact the Heartland Retail support team by phone at 833-844-4767 (select option 1, then option 2), or by email at hretailsupport@heartland.us.

Bundles Configuration

Permissions

Bundle permissions are listed under Settings > Roles. There are two permissions, View Bundle information and Manage Bundles, and they are enforced as follows:

View Bundle Information: Users with this permission have view-only access to bundles; they cannot add new bundles or make changes to any aspect of existing bundles and/or bundle items. These restrictions do not however prevent users from selling bundles.
Manage Bundles: Users with this permission can access all aspects of bundles, including adding, editing, and deleting bundles, as well as adding or removing bundle items.

Enable these permissions as appropriate for your establishment.

Creating New Bundles

To create a new bundle, follow these steps:

From the back office, navigate to Sales and then select Bundles.
On the page that displays, select +New to get started.
Enter values in the required Bundle Code and Name fields.

Please note that these values must be unique and cannot match any existing bundles. As well, the Bundle Code is intended for use as a quick look-up in the POS and, because of this, cannot match any existing codes, such as those for items or coupons. 
If required fields are left blank, they will be highlighted, and errors will display as pictured here:
Once you have completed the required fields, select Create to create your bundle.
If you wish to add an image, select the Add Image button. The following modal will display:
You can use the browse/upload option to use a file from local storage, or you can paste the image URL in the field provided.

Defining Bundle Options

Check desired selections from the Options section, explained here:

Limit the number of times the bundle can be used in total: When checked, this option will display an input field which accepts only numbers and must be set to a whole number greater than zero.
Limit to one use per customer: This option allows any given customer to purchase only one bundle.
Automatically add single-qualifying items to bundle in the Point of Sale: When checked, this option will automatically add all defined bundle items to a ticket when the bundle is added, provided that all items are defined as required and do not require choices (such as size, color, etc).

Once you have your options set, select Save.

Important Notes:

Once you have created a bundle, it will remain inactive until required configuration is complete, as detailed below. This allows you to ensure that the bundle is configured completely before it is available in the POS.
Every bundle created will have an item placeholder. This placeholder will remain in place until the bundle has at least one item saved to it.

Creating the First Bundle Item

You are now ready to add items to your bundle.

To add your first bundle item, enter values in the required Item’s Name and Item’s Discounted Price fields.
Set the Item Is Optional toggle according to your preferences. Unless set to optional, the associated bundle item must be part of the bundle upon sale.
Add conditions as needed in the Item Filters section. Each bundle item must have at least one defined condition.
Once you have completed all of the requirements for your first bundle item, the Save button will activate. You can save your item as is or, if needed, you can create additional conditions before saving. In either case, once you select Save, your new item will be added to the bundle, and the placeholder will be removed.

Creating Additional Bundle Items

Use the Add Item button to continue adding items to your bundle. This button will always display beneath the most recently added item.
Upon selecting the Add Item button, the previous item’s details will be collapsed, and a new section will display for you to configure the new item’s details.
Configure the new item as needed, following requirements as for your first item, and Save.
Repeat as necessary until you have added all desired items to your bundle. In the example below, our bundle includes four items.
You can expand/collapse detail for your bundle items via the Open All or Close All options at the top of the item list, or via the individual item’s corresponding up/down arrow.

Removing a Bundle Item

To remove an item, expand the item detail and then select Remove Item.
When prompted, select Confirm.
The system will display a green toast message upon updating your bundle.
Please note that you cannot remove bundle items attached to sales. If you attempt to do so, the system will display an alert to that effect and will not remove the item from the bundle.

Notes About the Total Price Section

The values in reflected in this section are calculated based on the values defined in the Item’s Discounted Price field. These values are for informational purposes only and cannot be manually edited.

Minimum Price takes into account the number of optional items included in the bundle, as well as the amount entered for the Item’s Discounted Price. If there are no optional items, the Minimum Price will be equal to the Maximum Price.
Maximum Price is the total sum of all items’ Item's Discounted Price field, including both required and optional items.

Accessing Existing Bundles

Should you need to view, edit, or delete existing bundles, as when creating a new bundle, navigate from the back office to Sales | Bundles.
This will take you to the Bundles page where all active bundles will be listed.
If you wish to include inactive bundles in the list, check the Include Inactive box in the upper right corner of the page.
Select the bundle you wish to access by clicking its bundle code. This will open the detail page for that bundle.

Editing Bundles

To edit a bundle, after opening its page, make changes as needed, following the guidelines noted in the Creating New Bundles section and then select Save.

Deleting Bundles

To delete a bundle, select the Delete button and answer the confirmation prompt.
Please note that bundles that have previously been added to a ticket, even if the sale was not completed, cannot be deleted. If you no longer wish for a bundle to be available for sale in the POS, you can switch its status to Inactive.

Duplicating Bundles

To duplicate a bundle, select the Duplicate button and enter values for the Bundle Code and Name fields, making sure to use unique values as noted in the Creating New Bundles section.
After duplicating, you will be redirected to the details page for the new bundle, which will also have all the items copied from the original bundle. From there, you can make changes if needed.
By default, the duplicated bundle will have status Inactive.

Switching Active/Inactive Status for a Bundle

You can change a bundle’s status from Active to Inactive as described below:

Activate/Deactivate a Single Bundle:

Open the page for the bundle you wish to activate/deactivate and switch its Active/Inactive toggle as needed.
A green success message will display in the upper right corner.

Bulk Bundle Deactivation:

This method allows you to change the status of multiple bundles to Inactive in one action.

Check the bundle checkbox on the Bundles page and then select the Make Inactive button.
Answer the confirmation prompt to complete the action.
A green success message will display in the upper right corner.

Printing Bar Codes for Bundles

To print bar codes for bundles, from the Bundles page, check the boxes for the bundles you wish to print.
Select the Print Bar Codes button. A PDF of the selected bar codes will display.
From this page, you can download or print the PDF.

Bundles in the POS

Selling Bundles

The ability to add a bundle to a ticket requires that the bundle be active, and adheres to the parameters dictated by the following options:

Limit the number of times the bundle can be used in total
Limit to one use per customer

To add a bundle to a ticket, you can either scan the bundle’s barcode, or type the bundle code into the ‘Scan item or coupon here…’ field and hit enter.
Once you have scanned the bundle’s barcode, the POS will display an item selection window based on the bundle configuration.
Select items from the screen as needed. As each item is selected, the POS will display a Select Bundle Item screen listing all items that meet the bundle item’s defined conditions.
You can add the desired item by search or scan, or by manually selecting from the list.
Once you have selected all required bundle items, they will display on the Bundle modal and the Add Bundle button will activate.
If everything is correct, select Add Bundle to add your bundle to the ticket.
Proceed with sale as usual.

Returning Bundles

Should you need to process the return of a bundle, please note the following:

Only whole bundles, meaning all items, can be returned. The system does not support partial returns of bundle sales.
Price adjustments are not allowed.

Begin your return using one of the following options:

Select the Return button on a completed ticket on POS.
Use the Find Ticket modal to access the desired ticket and click the Return button.
Open the bundle line dropdown on POS and select Switch to Return.
Scan a bundle on a return ticket and edit the qty field to -1.
In the example pictured, we are returning the bundle sold in the previous section.
Continue with the return process as with normal returns.

Bundles Guide for Heartland Retail

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