•Automatic Bundle Fulfillment Rules
The setup for a bundle can be in a variety of combinations to achieve the type of package needed. Although the system does not recognize unique types of bundles, there may be occasional references to Fixed and Flexible type bundles. Fixed bundles are typically created for season tickets, subscriptions and special offers. Flexible bundles are often used for family packs and are less restrictive.
Before You Begin
Before creating a bundle, ensure you have performed the following:
•Created bundle groups, if required.
•Created payment methods.
•Created delivery methods.
•Created passes and pass ticket templates, if required.
•Created gift certificate ticket templates, if required.
•Created charges, if applicable.
•Created price types.
•Created roles.
•Created promotions, if applicable.
•Created price charts.
•Created events.
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Hint Events within a bundle are sorted by the event 'Start Date/Time' first, and then alphabetically by 'Event Code'.
Events that do not have a 'Start Date/Time' are grouped before events with a 'Start Date/Time'. Within that grouping they are sorted by 'Event Code'. If an event 'Start Date/Time' is not known when the bundle goes on sale, the 'Event Code' can be configured to provide some logical sorting.
This affects event sorting on pages in the bundle sales flow in the Desktop and online. It does not affect sorting on the Product Configuration - Bundles|Elements page. |
Rules for Creating Bundles
When creating a bundle, consider the following rules:
•A single bundle can include elements from different venues, as long as they have the same price zone.
Automatic Bundle Fulfillment Rules
Bundles can be configured so that certain elements are automatically added to the order when a bundle is being purchased:
•Stored Value Items: Stored value items are automatically added to the order.
•Miscellaneous Items: To configure a bundle so that miscellaneous items are automatically added to the order, the following configuration must be applied:
▪The same value must be entered in the 'Min # Items per Bundle' and 'Max # Items per Bundle' fields.
▪The miscellaneous item cannot be configured with any 'Options'.
For more information, refer to Product Configuration - Miscellaneous Items|Options Page and Miscellaneous Item Options.
•Gifts: To configure a bundle so that gifts are automatically added to the order, the following configuration must be applied:
▪Yes must be selected from the 'Required' dropdown.
▪If Fixed is selected from the 'Value Type' dropdown, then the gift will automatically be added to the order.
▪If Recommended is selected from the 'Value Type' dropdown, then the customer will have the option of entering a different amount. The bundle cannot be fulfilled unless a gift is given.
Creating a Bundle
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Warning If you are planning on renewing a bundle using the miscellaneous item quantity and/or the gift value from the source order, the miscellaneous item and gift should be added to the order outside of the bundle. |
To create a bundle:
1.Open Product Configuration from the Desktop.
The Bundles|Search page appears.
2.Click 'Create New'.
The Bundles|Details page appears.
3.In the bundle details section, specify that basic information pertaining to this bundle:
a.Name: Enter a unique name for the bundle.
If a value is not entered in the 'Short Description' field, the 'Name' will be displayed to Online customers.
b.Short Description: Enter a short description of the bundle.
The 'Short Description' is displayed to Online customers. If a value is not entered in this field, the 'Name' will be displayed.
c.Description: Enter a brief description of the bundle.
This field is only displayed in the Desktop.
d.Bundle Type: Select the appropriate type from the dropdown.
i.Normal: Indicates that the bundle is designed for one-time use and cannot be renewed.
ii.Subscription: Indicates that the bundle can be renewed. When a subscription bundle is added to an order, the user must select from a list of all available seats in the current bundle, the renewal seat to be used for each venue in the bundle. Subscription bundles can then be renewed using Utilities.
e.Sales Type: Select how you want to be able to filter the bundle in search results:
i.Add-on: The bundle can be filtered as an additional item to the shopping cart (for add-on articles).
ii.Primary: The bundle can be filtered normally.
iii.Upsell: The bundle can be filtered as a recommended better option than the one currently selected in the shopping cart (for upsell articles).
f.Bundle Group Name: If your organization uses bundle groups, select the group that you want to assign to the bundle.
g.Category: Enter the category that you want to associate with the bundle. The category field is used to categorize/group bundles to help filter customer searches.
h.Association: Specifies the relationship between the bundle and any customers who purchase it, so that customers can more accurately be targeted for marketing purposes.
i.Additional Information: Enter the full URL to your webpage, or click 
to search for an article.
By default, any link entered here is displayed on both the Product Configuration - Bundles|Search and Customer Services - Events|Seats Map pages (as a clickable icon that opens the page in a separate window).
j.Logo [1-2]: Click to select the image that you want to display on the seatSelect.asp and the shoppingCart.asp pages (for recommendations). If you want to use an online image, enter the absolute URL (including https:// or http://).
The image will display to the right of the bundle name.
k.Add-on Article: Click to search for the Add-On article that you want to display to customers after the bundle has been added to the shopping cart.
l.Upsell Article: Click to search for the Upsell article that you want to display online and to Desktop users when they select the bundle.
m.Accepted Payment Methods: Select the payment method(s) that can be used as payment for the bundle. Payment methods available on the order will be the intersection of those selected here and those on the bundle’s events.
n.Accepted Payment Plans: Select the payment plan(s) that can be used to purchase the bundle.
Only the payment plan(s) on the bundle will be available regardless of the plans selected on thet the underlying event/items.
However, if an order contains multiple items with different payment plans, only the payment plans that all of the items have in common will be available. For example, if a bundle has three payment plans available (Bi-Weekly, Monthly and Quarterly) and a miscellaneous item has one payment plan available (Bi-Weekly), then only the common payment plan(s) (Bi-Weekly) will be available.
o.Allowed Delivery Methods: Optionally, select the allowed delivery method(s) from the list. The selected delivery method(s) will be in addition to those delivery methods allowed for the bundle’s events.
p.Options: Select the applicable options:
i.Disable Scalper Prevention: Disables the scalper prevention functionality for online sales of the bundle.
ii.Display Event Breakdown in Invoice: Shows all of the events within bundles on invoices.
iii.Same Seats: Allows the user to purchase the same seats in a bundle using the best available feature. If the same seat is not availalbe, the best available seat will be selected.
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Hint To use the same seat functionality when there are multiple venues in the bundle, the multiple venues must have common price zones. |
iv.Suppress Online Price Zone Selection: When bundles contain events with different price zones, selecting a 'Price Zone' can often result in no seats being found. This allows you to prevent the 'Price Zone' dropdown from appearing online.
4.Optionally, enter additional data for your organization’s purposes. Click the down arrow to expose the data fields in the bundle data section.
5.Click 'Add Version'.
6.Specify the version of this bundle in the bundle versions section.
7.Specify the details pertaining to this bundle version in the bundle version details section.
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Information If there are no elements on the bundle, the 'Minimum Events in Bundle' field is not a required field. |
8.In the bundle price types section, add the applicable price types and allowable range of admissions for this bundle.
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Information If there are no elements on the bundle, the 'Price Type' and 'Minimum Admissions' fields are not required fields. |
9.Specify the role(s) that can access this bundle
You can do this using the Bundles|Calendar page.
10.Add the charges that will be applied to this bundle.
You can do this using the Bundles|Charges page.
11.Optionally, add the events in the bundle.
You can do this using the Bundles|Elements page.
12.Specify the price chart(s) that will be associated with this bundle.
You can do this using the Bundles|Assignments page.
13.Optionally, once you have added elements and a price chart to the bundle, you can define different price types for each.
You can do this using the bundle price types section of the Bundles|Details page.
14.Optionally, add stored value items to the bundle.
You can do this using the Bundles|Stored Value Items page.
15.Optionally, add miscellaneous items to the bundle.
You can do this using the Bundles|Miscellaneous Items page.
16.Optionally, add gifts to the bundle.
You can do this using the Bundles|Gifts page.
17.Click 'Create'
If you did not enter a date in the 'Effective Date' field on the Bundles|Details page, you are prompted to confirm that the effective date will be set to the current date and time.
18.Click 'OK'.
A window confirms that the bundle was created.
19.Click 'OK'.
