Creating a Bundle
Bundle products are created in BSS and may be ordered via either BSS or the Marketplace. To create and publish a Bundle product, users define its properties, assign compatible recurring products and add-ons with pricing rules, manage visibility in the Marketplace, and optionally group it with other products.
Create a Bundle
To create a new Bundle, select the Add Product Bundle option from the Add menu, under the path BSS Home > Products > Products List.
This action will load the new Bundle form. In this form, you can define the following:
Generic fields (highlighted in green below): A Bundle has the same generic fields as the rest of the products. You can define its name, code, category, etc.
Available Units and Currencies (highlighted in blue below): You can define the available units and currencies you wish to offer for that Bundle. Since we currently only support subscription-based Bundles, only the recurring units are supported.
Base Unit (last option of the blue highlighted section): With this option, you can define which of the Available Units will be the Bundle's default unit. A Bundle can have a different base unit than the organization's default base unit.
By pressing Save, a new Bundle will be created with the options you have defined.
After saving a Bundle, you can change the Available Units and Currencies until you add the first sub-product. After adding the first sub-product, these fields become locked.
At this stage, the available units and currencies can only be changed from the Pricing section, as with the rest of the products. For more information, please revisit the Bundle rules.
Assign Sub-Products to the Bundle
Next, to define the products that will be included in this Bundle, follow the steps below:
Navigate to the Products section of your Bundle and click the Assign action button.
A pop-up window will appear with a search form that allows you to filter and find the product(s) you want to include.
Choose one or more products from the filtered results. Only products that support all predefined units and currencies of the Bundle (as set during creation) will be displayed.
Click Add to include the selected items as sub-products within the Bundle.
Price-protected products can be included as sub-products within a Bundle, and you can still edit their prices within the Bundle configuration. Adding a price-protected product to a Bundle does not make the entire Bundle price-protected. Only the individual sub-product retains its price-protected status; the Bundle itself is not affected. For more information concerning the price-protected sub-products of a Bundle, please navigate to the page Invoicing and Billing a Bundle Subscription.
You can also add configurable products, such as cloud servers, to a Bundle product. The configuration of those products becomes available during the Ordering Process.
Follow the above process for each sub-product you add to the Bundle. All Bundle sub-products will be displayed in the same section, one next to the other.
After the first order of a Bundle product, the Bundle's sub-products and sub-add-ons will be locked, and you cannot add new ones or remove the existing ones. Only the Pricing fields remain unlocked for editing the prices of the existing sub-products.
Configure Sub-Products
The product you have selected will be displayed in the Products section, where you can define the sub-product’s Pricing Rule and Quantity.
Pricing Rules
The pricing rule defines how this sub-product will contribute to the calculation of the overall price of the Bundle.
Pricing rules are always defined based on the selected base unit of the Bundle (e.g., month) and automatically apply to all other units within the Bundle (if any). This means you cannot apply different discounts to different units. For example, you cannot set a 5% discount for the monthly unit and a 10% discount for the annual unit. The same pricing rules will be consistently applied across all Bundle units.
You have the following options:
Currency Amount: Use this option if you want to define a fixed price (e.g. $7).
Percent of Sell Price: Use this option if you want to define a discounted price by setting the discount percentage (e.g. 5 [for 5% off]).
Percent Markup/Percent Margin - Cost Price. The last two options can be used for defining the price as a margin or markup above its cost price.
When you include sub-products that use external pricing (NCE products and their add-ons), the pricing summary displayed in BSS is not the final price of the bundle, as the system has not yet retrieved the external prices.
The only exception is if you select the Currency pricing rule. In this case, the system will not retrieve the price externally; instead, it will use the predefined price you have already set within the system or the existing sell price.
Quantity
The sub-product’s quantity defines how many licenses of this product will be included in one Bundle license.
Each sub-product within a Bundle has its own independent pricing and quantity rules, regardless of currency. Any updates to a sub-product's configuration must be made and saved individually within the Products section of the Bundle product.
Billing Cycle & Currency
Within the Products section, you can also view and modify the Bundle product's billing cycle and currency. The system will automatically recalculate each sub-product’s pricing based on the selected configuration.
Add-ons as Sub-Products
After assigning sub-producsts, you may also include one or multiple add-ons to the Bundle.
To add an add-on, follow the steps below:
Click on the Add Add-on button visible under each sub-product.
A list with all the available add-ons (for this specific sub-product or for all to all Bundle units and currencies) will be displayed. Select the add-on(s) you wish to include in your Bundle.
Click on Add. The selected add-on will be added in the Products section as a sub-product. At this stage, you may set its parameters, following the process above.
When you add a sub-product to a Bundle that includes one or more add-ons, these add-ons will be displayed in the Billing section within the Bundle's view page. This section is dynamically added to the page when a product with associated add-ons is included in the Bundle, and it appears at the bottom of the view page.
This section displays all available add-ons, grouped first by the name of the product they are assigned to, followed by the add-on name.
The following columns are included:
Name: Shows the description of the add-on. It is presented as a clickable link that redirects to the add-on’s view page.
Code: Displays the unique code associated with the add-on.
Product: Indicates the description of the product to which the add-on is assigned. This is also a clickable link that leads to the product's view page.
Charge: Specifies the type of charge associated with the add-on.
Price: Displays the sell price of the add-on based on its base billing unit. By default, both the price and currency symbol align with the organization's configured currency.
Add-ons Display Criteria
The displayed add-ons must meet the following criteria:
Must be Recurring (not Pay-Per-Use).
Must be in Active status.
Must be Assigned to the product assigned to the Bundle.
Must match the criteria of available units and currencies.
If the add-ons on a product are updated (assigned, removed, or deactivated), the corresponding changes are reflected in the bundle as well.
If an add-on of a sub product is also part of the Bundle configuration, then it will not be displayed inside the "Billing" section of the Bundle view page in the BSS portal.
When the number of add-ons in a Bundle exceeds five (5), only the first five are displayed by default. To view the full list, users can click the View All hyperlink on the Bundle view page.
This functionality also applies to tenant resellers. The add-ons available to tenant resellers are displayed within the corresponding tenant's Bundle view in the same way.
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