Bundle Setup

Bundle Setup

🌐 Backend — EQuipWebRetail ModeProduct Setup

Chapter 2: Product Setup — 2.5 Bundle Setup

Use Bundle Setup to create combo deals and set meals — like a "Lunch Set" with a main dish + drink + dessert at a special price. Customers love bundles, and they're a great way to boost average order value.

When to use this: When you want to sell multiple products together as a set at a special price.

Prerequisites

  • Products must exist before creating bundles
  • Component products must be active

Bundle List

📝 General Description

The Bundle list displays all bundle groups. Each bundle has a name, description, and Min/Max item limits. Bundles are assigned to products via the product edit form's "Bundle" tab.

⚙️ UI Elements

ElementTypeFunction
+ Add NewGreen ButtonCreate a new bundle group
ExportOrange ButtonDownload bundle list
Search BarText InputFilter by bundle name
🔽 FilterFunnel IconOpens the Column Visibility Panel — toggle columns ON/OFF to customize the data grid view

2.5.1 Column Visibility Filter Panel

Click the 🔽 funnel icon (top-right of the toolbar) to open the Column Visibility Panel. Each toggle switches a column ON (visible, blue) or OFF (hidden, grey).

Default Visible Columns (🔵 ON)

ToggleColumnDescription
🔵 SetMealGroupNameSetMealGroupNameBundle group name (clickable → edit form)
🔵 DescriptionDescriptionBundle description/remarks
🔵 MinMinMinimum items customer must select
🔵 MaxMaxMaximum items customer can select
🔵 DeletedDeletedHidden/deleted status

Hidden Columns (⚪ OFF by default)

ToggleWhen ON (Visible)When OFF (Hidden)
CreatedByShows who created this bundle groupColumn hidden
CreatedOnShows when this bundle was createdColumn hidden
ModifiedByShows who last modified this bundleColumn hidden
ModifiedOnShows when the last modification occurredColumn hidden

2.5.2 Add / Edit Bundle Group

Bundle Group Card

FieldTypeRequiredDescription
IDTextAutoSystem-generated SetMealGroupCode
NameText✅ YesBundle display name (e.g., "Combo Meal Set A")
DescriptionTextareaNoNotes about this bundle

Order Threshold Card

FieldTypeDescription
Min ItemsNumberMinimum items customer must select from this bundle
Max ItemsNumberMaximum items customer can select from this bundle

Toggle Settings

ToggleWhen ONWhen OFF
Select All ItemsAll items are pre-selected by default when bundle is opened on POSCustomer must manually select items

[!IMPORTANT] Validation rules: Min must be ≥ 0, Max must be > 0, and MinMax. The number of pre-selected items cannot exceed Max.


2.5.3 Bundle Items Table (Edit Mode Only)

After saving the bundle group for the first time, the Items Table appears. Here you assign individual products to the bundle.

ColumnTypeDescription
Item CodeAutoSystem-assigned item-in-bundle code
Item NameTextProduct name
Item NoTextLinked product code from the catalog
Original PriceNumberProduct's retail price
Bundle PriceNumber (editable)Override price within the bundle (can be $0 for included items)
SelectedToggle (editable)Whether item is pre-selected when POS opens the bundle
ColorColor PickerPOS button color for this item
SequenceNumberDisplay order on POS

Bundle Item Actions

ActionFunction
Add ItemOpens a modal to search and add products by category
Reset All ColorClears all color assignments on bundle items

[!NOTE] Before the first save, the items table shows: "Please save the bundle group first before adding items"


2.5.4 Bundle Actions

ButtonConditionFunction
SaveAlwaysSaves the bundle group and item assignments
Save and NewAlwaysSaves then opens a new blank form
DuplicateEdit modeCreates a copy of the entire bundle (group + items)
DeleteEdit modeRemoves the bundle
RestoreAfter deleteRestores a safely deleted bundle

How to Edit a bundle

  1. In the Bundle Setup page, find the bundle you want to change.

  1. Click the blue bundle name link. The edit form opens — it looks the same as the "Add New" form, but all fields are already filled in with the current values.

  1. Change the fields you need to update.

  2. Click Save to apply your changes.

Expected Result: The bundle group is saved and can be linked to products.

[!TIP] To make changes, just click the name of any bundle in the list — the same form opens with everything already filled in. Change what you need and click Save.


💡 Example

Example 1: F&B Combo Meal

A fast food restaurant offers "Set Meal A" — choose 1 main + 1 drink + 1 side.

  1. Create 3 bundle groups:
    • Main Course (Min: 1, Max: 1) — Items: Chicken Rice ($5), Nasi Lemak ($5.50), Fish & Chips ($6)
    • Drinks (Min: 1, Max: 1) — Items: Coke ($0), Sprite ($0), Juice ($1 extra)
    • Sides (Min: 1, Max: 1) — Items: Fries ($0), Salad ($0), Soup ($0.50 extra)
  2. Assign all 3 bundle groups to the "Set Meal A" product via the product's Bundle tab.

3. At POS: Cashier selects "Set Meal A" → POS prompts to choose 1 from each group.

Example 2: Retail Gift Set

A cosmetics store offers a "Holiday Gift Set" — pick any 3 from a selection of 8 items.

  1. Create bundle group: Holiday Selection (Min: 3, Max: 3)

2. Add 8 items with Bundle Price = $0 (already included in set price)

3. The set price is defined on the parent product (e.g., $49.90)

4. At POS: Cashier selects "Holiday Gift Set" ($49.90) → POS shows 8 items → customer picks 3.

Example 3: Customizable Pizza

A pizza chain allows customers to add up to 5 extra toppings.

  1. Create bundle group: Extra Toppings (Min: 0, Max: 5)
  2. Add toppings: Mushroom ($1.50), Olives ($1), Pepperoni ($2), Cheese ($1.50)
  3. Min = 0 means toppings are optional
  4. Each topping has its own bundle price (charged on top of the pizza base price)

[!TIP] Use Duplicate when creating similar bundles. For example, if "Combo Meal B" is similar to "Combo Meal A" but with different items, duplicate Combo A and modify the items.


Access & Permissions

RoleViewCreateEditDelete
AdminYesYesYesYes
SupervisorYesYesYesNo
CashierNo backend access

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.


How to Delete a Bundle

  1. Navigate to Bundle Setup from the sidebar menu.

2. Click the name or code link (blue text) of the record you want to delete. 3. In the edit form, scroll down to the bottom.

4. Click the Delete button (red button). 5. A confirmation dialog appears — click Yes to confirm deletion.

Expected Result: The record is soft-deleted — it is hidden from the active list and POS terminals but can be restored later using the "Show Deleted" filter.

[!WARNING] Records linked to active transactions or other modules cannot be deleted. The system will display an error if deletion is not allowed.


How to Add a New Bundle

  1. Navigate to Bundle Setup from the sidebar menu.

  1. Click the + Add New button (green button).

  2. Fill in the required fields in the form.

  1. Fill in any optional fields as needed.

  2. Click Save to create the new bundle.

Expected Result: The new bundle appears in the list and is available for use across the system.


FAQ

Q: Why is my product not showing on the POS? A: The POS needs to sync first. Check Terminal Status to see the last sync time. Also verify the product is not deleted and is assigned to the correct outlet.

Q: Can I delete a product that has sales history? A: You can soft-delete it (it will be hidden from active lists and POS), but it cannot be permanently removed because it is linked to transaction records.

Q: How do I update prices for multiple products at once? A: Use the Data Importer > Product Importer to bulk update. Export the current list, modify prices in the spreadsheet, then re-import.


Troubleshooting

IssuePossible CauseSolution
Cannot save the recordRequired fields are empty or invalidCheck all fields marked with * and fill in valid data
Record not appearing in POSPOS terminal has not synced yetWait for the next sync cycle or manually trigger sync from Terminal Status
Cannot delete the recordRecord is being used by other modulesCheck if the record is linked to active transactions, products, or other settings
Changes not taking effectBrowser cache showing old dataRefresh the page (Ctrl+F5) or clear browser cache
"Duplicate" error on saveA record with the same name/code already existsSearch the list (including deleted records) for duplicates
Page not loadingSession expired or network issueLog out and log back in. Check your internet connection

  • Category Setup — product categorization
  • Department Setup — reporting hierarchy
  • Sales Setup > GST Setup — tax rates for products
  • Data Importer > Product Importer — bulk product upload
  • Sales Setup > Payment Mode — payment methods at POS

Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

  • Exact permission settings depend on your Privileges Setup configuration
  • Sync timing to POS terminals depends on network conditions and sync schedule
  • Some features may require additional licensing or module activation
  • Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.

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