Packaging bundling rules allow you to control which products are packaged together and define the maximum number of items per package. This guide explains how to set up, modify, and manage bundling rules at the product and package levels.
Feature Description
The bundling rules interface allows users to:
View existing rules
Modify/delete rules
Create new rules
When creating a new rule, you’ll need to:
Name the rule.
Set the priority. The priority number determines the rule's importance. The higher the number, the higher the priority. If two rules have the same priority and overlap, the oldest rule is applied.
Note: By default, different product models will be packaged separately if no bundling rule exists.
Product Level Rules
Product-level rules define which product models and sizes can be packaged together. These rules consist of the following inputs:
Product models: A list of product model UIDs (unique identifiers) for which the rule will be applied. “All” value can be used for generic rules applied independent of the product model.
Product attributes: Used to filter products based on attributes like size.
Max quantity: The maximum number of items (e.g., 12 posters) that can be included in the package. This must be greater than one.
Min quantity: The minimum number of items that can be included in the package. If no minimum is set (or set to zero), the products will be considered optional for the rule.
Note: Two rows in a product-level rule create a bundling rule that defines which products can be grouped in one package. Each row represents an AND condition, while multiple selections in the same field represent an OR condition.
Add-ons: These do not need to be defined and will automatically be included in the package.
Package Level Rules
Package-level rules define the maximum number of total items and other package-related limitations. These include:
Max total items: The maximum number of items, regardless of product model, that can fit into one package (e.g., 10 posters and 5 mugs count as 15 items).
Shipment methods: Select the shipment methods with similar bundling rules, which will be applied if a given shipping method is used for the package (you can select more than one).
Service types: Choose which shipping services that have similar bundling rules and will be applied if a given shipping method is used for the package (e.g., express, standard, pick-up, etc.). You can select multiple options.
Physical limitations: Set minimum and maximum dimensions for length, width, depth/height, and maximum weight per package. Dimensions are in mm, and weight is in grams. Support for English measurements (inches, ounces) will be available.
How-To: Exclude Non-Gelato Labels from Bundling Rules
This configuration allows the bundling of all products into the same package for specific external methods. Follow these steps:
Select "all" in product models.
Set a high max quantity (e.g., 999999999).
Select the desired external methods.
Set the highest priority for this rule (e.g., 99999999).
This configuration ensures that all products will be bundled in the same package for external methods.
Examples
Expected behavior of multiple conditions
Expected behavior quantity limits
Overall quantity and shipping methods
Additional Considerations
Default rules: Products manufactured by Gelato have default bundling rules.
Rule precedence: Any custom rule created will take precedence over the default rule.
Non-Gelato products: These products are not bundled with others by default and will be split based on shipping method limitations.
Customer integration: The UI will be updated to include customer-specific rules.
Dashboard improvements: A filter and expandable rows will be added to provide more details without leaving the dashboard.
Customer Support
If you need any support or would like to share feedback, contact us at [email protected]