*This feature currently only supports merchants using the e-Commerce, Retails POS Plan and Advance Shop Management Tools Module. The Social Commerce plan is currently not supported.
The "Product Set" feature allows merchants to create and sell bundles of two-to-five products as a single item, which can be used for special promotions and to boost sales.
This article will cover the following:
- Step-by-step setup
- How to add a new product set
- How inventory is calculated
- Storefront & checkout display
- Notes
1. Step-by-step setup
Check your plan
In the upper right corner of SHOPLINE Admin, go to Hello, (Your Name) > My Subscription & Billing to view your store's plans and modules.
- There are Plans and Modules under the "Paid Subscription". Please check if your store has an e-Commerce plan and the Advance Shop Management module. If so, please skip ahead to 2. How to add a new product set
- If you are using the Basic, Advanced, Premium, O2O, Enterprise, or Cross Border plan (as shown below). Please confirm whether your store is using a Cross-border, O2O, or Enterprise plan.
If you have one of these plans, in SHOPLINE Admin go to [Apps] > [Apps Store] and install "Product Set".
2. How to add a new product set
Step 1
In SHOPLINE Admin, go to [Products & Categories] > [Products]. Select Product Set from the "Add" dropdown menu.
Step 2. Select Products
Select the products you want to include in the product set, then click Select _ product(s) in the bottom right-hand corner.
*Please note: Currently, a single product set can include a maximum of five products.
Step 3. Product set settings
The following settings will only be applied to the product set. The settings for the individual products included in the product set will not be affected.
- Product Photos (Main): Merchants can upload new photos or use previously uploaded ones (this is a required field.)
- Categories, search engine optimization, settings, and product feed data information for the product set (these fields are optional) For more details, please see the following: Upload products, Products Management
- In the Quantity & Pricing tab, you can set a price for the product set. Merchants can also add/remove products from the product set in the "Product Set" section of the same tab. Once you have confirmed the settings, click Add at the bottom right-hand corner.
*Note:
- It is not possible to change the products in the product set once a product set has been created
- The product set quantity will be calculated according to the inventory levels of the individual products included in the product set. The product set quantity cannot be set separately.
- A product set cannot have its own SKU/location code.
- A product set cannot be selected as a product in a different product set.
- Only one of each product can be included in a product set.
Correct example: Product Set C = Product A (x1) + Product B (x1).
Incorrect example: Product Set C = Product A (x2) + Product B (x1) - If products with multiple variants are included in a product set, each individual product's variants will be available as part of the product set. Limiting the number of variants included in a product set is currently not supported.
For example: If "Product B" has the variants "small, medium, and large", then all three will be included in the product set. - Correct example: Product set C = Product A (x1) + Product B (small, medium, and large) (x1)
Incorrect example: Product set C = Product A (x1) + Product B (large) (x1)
Step 4. Product list page settings
- A product set will be marked with "Set" in the "Product Name" column
- The following bulk actions are currently not supported: bulk publish/unpublish (retail store); turn on out-of-stock reminder/turn off the out-of-stock reminder
- Showing product set inventory levels is currently not available.
- Copying of product sets is currently not available.
- If an individual product (e.g. "product A") is included in a product set, it will not be possible to delete that individual product.
3. How inventory is calculated
Merchants cannot set independent inventory levels for products sets. The available quantity of a product set, therefore, depends on the available inventory of the individual products within the set.
|
Product A |
Product B |
Product set (C) = A+B |
|
Available inventory = 10 |
Available inventory = 20 |
Available to purchase = 10 sets |
|
Available inventory = 10, Accept Orders When Out of Stock feature is enabled |
Available inventory = 20 |
Available to purchase = 20 sets |
|
Unlimited quantity |
Available inventory = 20 |
Available to purchase = 20 sets
|
|
Available inventory = 10, Accept Orders When Out of Stock feature is enabled |
|
Available to purchase = Unlimited |
|
Unlimited quantity |
Available inventory = 20, Accept Orders When Out of Stock feature is enabled |
Available to purchase = Unlimited |
*Please note: Product sets do not appear in the Inventory Management section of SHOPLINE Admin/ONE, or in inventory reports.
4. View from storefront and SHOPLINE Admin
A. View from storefront
If an individual product included in a product set has multiple variants it is possible for a customer to select the desired variant on the product page on your storefront.
- Click on the individual product thumbnail and the individual product image will open in a pop-up window. The image will be different depending on what variant is currently selected.
- Click on the individual product name will open up the individual product page in a new tab. If the individual product is not published, then it will not be possible to click the individual product name.
*Please note: This feature is not currently available for the following store themes: Kingsman, Doris Bien, Bianco, Sangria, Philia, Varm, Skya, Dusk.
B. View on the checkout page
C. Order details page in Order Management
- The SKUs for individual products will be displayed on the order details page in [Order Management] > [Orders].
- Merchants can click on Edit to change the quantity of the product set within an order. However, individual product cannot change the quantity along.
- New product sets cannot be added to the order.
- While it is possible to perform a refund/return on a product set, it is not possible to perform a refund/return on individual products within the set only.
D. How product sets are recorded in reports
Product sets will be included in order reports, product sales volume reports, and revenue analysis by product reports:
i. Order reports
- Product sets will appear in an individual row.
- The "Product Type" column will show "Product Set".
- The details of each individual product within a product set will be shown on a new line within the same cell.
- The names and variant types of individual products within a product set will appear in the "Variation" column.
ii. Product sales volume reports, and revenue analysis
- The data of product sets will be presented in the form of sales volume. Names and variant types of individual products will not appear in the "Variation" column.
5. Notes
The following features are not currently supported for use with the "Product Set" feature:
- Subscription product set
- Copy product set in SHOPLINE Admin
- Express Checkout
- EC Manual Order
- Bulk Update Product
- Bulk Import Product
- Import Product Reviews
- Express Cart
- Back-in-stock Notification
- Out of Stock Reminder
- Purchase Limit Campaign
Read more
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