Bundling Items on a Form

Bundling Items on a Form

Before deciding how to set up your Spring Sales consider the following:
  1. the families you serve and their willingness and ability to pay one lump sum all at once
  2. the importance of forcing the purchase of all items placed within the bundle

Setting up a Bundle Form:

1. Create a New Form. Set the form to One Per Student and One Time Only. (Make sure under People > Configuration > Student Form you require students.)
2. Create SKUs in the Catalog for all items in the Bundle.
  1. All SKUs should be priced according to the price they will be when the bundle closes and individual forms are created to sell those items on their own.
  2. Create a SKU for the Bundle itself. (The options will be the grade levels for the school supplies.) 
3. Add SKUs as products to the form. The Bundle SKU should be on the top of the list.
4. Edit the Bundle SKU. Use the Form Specific tab to set the min and max quantity to 1.
5. Edit the other SKUs.
  1. Set the Override Catalog to “yes”.
  2. Set the default and the min quantity to the number of items the user will receive when they purchase this bundle. (ie...Yearbook would be 1)
  3. Go to the Sales Information Tab and set the sales price to $0.00.
6. Add an extra custom donation SKU to the bottom of the form if you want to ask for additional donations.
7. Place the form is Test Mode with current publish and unpublish dates to view the form prior to making it active. Have a few board members test the form to be sure it is functioning how you planned.
8. Log a ticket on the Help Desk if you need assistance or want one our of team members to take a look at the form.

Membership Chairs need to keep in mind that the system can only assign membership for the parents and the student on the contact record. If I have 3 kids and I purchase three bundles that include 2 memberships each, both parents and the kids will all be tagged as regular members in the system automatically. The one extra membership I purchased will need to be manually added to the spreadsheet you submit to the State PTA. You will also want to edit all students making them student members and not regular members if you plan to submit them as Students versus Regular members.
 
Reports - you will use the Ordered Items Report, Fulfillment Worksheet, and/or the Student Labels Report under Store and Forms > Reports.

View of the Form as Parents will see it:








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