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User Manual - Simple Bundle Product

  • Installing Simple Bundle Product
  • Uninstalling Simple Bundle Product
  • Compatibility
  • Introducing Simple Bundle Product
  • Backend Configuration
  • Simple Bundles on the Storefront 
  • Integrations 
  • Magento 2 Simple Bundle Product simplifies the creation of bundle products by minimizing the number of configuration options. Admins can add bundles to new orders without additional settings. Customers can add bundles to their cart without any preliminary customization.

     

    Installing Simple Bundle Product

    Command Line Installation

    1. Backup your web directory and store database
    2. Download the Simple Bundle Product installation package
    3. Upload contents of the Simple Bundle Product installation package to your store root directory
    4. In SSH console of your server navigate to your store root folder:
    cd path_to_the_store_root_folder

    run the following command: 

    php bin/magento module:enable Aheadworks_Sbp

    then:

    php bin/magento setup:upgrade

    after:

    php bin/magento setup:static-content:deploy -f

         5. Flush store cache; log out from the backend and log in again

    Make sure the installation is done from the FTP administrator account. Otherwise, set 775 permissions to the store root directory after the extension is deployed.

    Composer Installation

    If you are installing an extension from Aheadworks for the first time, you need to add our composer repository to your Magento store:

         1. Login to your ssh console and navigate to your store folder:

    cd path_to_the_store_root_folder

    Run the following commands:

    composer config repositories.aheadworks composer https://dist.aheadworks.com/

    After the command was executed successfully, you can use the composer to install the products.

    To install the extension:

         2. Login to your ssh console and navigate to your store folder:

    cd path_to_the_store_root_folder

         3. Run the following command to install the latest version of the extension:

    composer require aheadworks/module-sbp

    if you need to install a specific version, run this command:

    composer require aheadworks/module-sbp:<version>

     

    Specify the version of the extension in <version>

    When prompted, enter Public Key (Username) and Private Key (Password):

    Public Key (Username) and Private Key (Password) | Simple Bundle Product for Magento 2

    Both Public Key (Username) and Private Key (Password) can be found in My Projects and Licenses in your personal account on our site:

         4. Enable the extension:

    php -f bin/magento module:enable Aheadworks_Sbp

    Next, register the extension:

    bin/magento setup:upgrade

    Recompile your Magento store if you are in the Production mode:

    bin/magento setup:di:compile

    To verify that the extension is enabled, run this command:

    bin/magento module:status

    Clean store cache, by running the following command:

    bin/magento cache:clean

    Log out and Log in the backend again.

    Want to use the Hyvä theme module?

    To install the Hyvä theme module, you need to install the module via composer using command:

    composer require hyva-themes/magento2-aheadworks-sbp

    To upgrade the extension:

         5. To update or upgrade an extension:

    Download the updated extension file. Take note of the module-name and version. Export the contents to your Magento root.

    If a composer package exists for the extension, run one of the following.

    Update per module name:

    composer update aheadworks/module-sbp

    Updater per version:

    composer require aheadworks/module-sbp:<version>

    Run the following commands to upgrade, deploy, and clean the cache.

    php bin/magento setup:upgrade --keep-generated
    php bin/magento setup:static-content:deploy
    php bin/magento cache:clean

     

     

    Uninstalling Simple Bundle Product

    Since Magento introduced declarative Database you need to be very carefull when uninstalling or disabling the module.

    NOTE: Please be very careful when uninstalling/disabling this module. This module uses a declarative DB scheme. Once the module is uninstalled the DB tables will be lost.

    Manual Removal

    1. Disable the module by executing the following commands:

    php bin/magento module:disable Aheadworks_Sbp
    php bin/magento setup:upgrade

    2. Remove the extension files from the following folder:

    app/code/Aheadworks/Sbp

    Automatic Removal (via Composer)

    1. Disable the module by executing the following commands:

    php bin/magento module:uninstall Aheadworks_Sbp

     

     

     

    Compatibility

    Module Version 

    Magento Version 

    1.2.6 and earlier versions

    2.3.Х - 2.3.6

    2.4.0 - 2.4.3

    As of version 1.2.8

    2.3.7-p3+

    2.4.0 - 2.4.4

    As of version 1.2.9

    2.4.3 - 2.4.5;

    As of version 1.2.10

    2.4.4 - 2.4.6

    As of version 1.3.2

    2.4.5 - 2.4.7

    The PHP version depends on your current Magento version. Please, refer to your Magento version release notes.

     

     

    Introducing Simple Bundle Product

    The Simple Bundle Product extension makes bundle installation for admins and their purchasing for customers as simple as possible by introducing the following features:

    • Excessive bundle setting options are hidden;
    • Bundles can be added to backend orders;
    • Bundle customization step is eliminated.

    Extension Logic

    The module adds the new option to the ‘New Product’ page for bundle products. Store admins can instantly switch to a simplified view with fewer settings compared to the native functionality. However, the core Magento logic remained virtually unchanged, meaning that bundles are created and handled by Magento the same way as before. 

    In essence, an admin needs to add bundle items in order to create a new bundle product. Once the bundle has been created, the admin can add it to new orders.

    On the storefront, customers can now add already configured bundles to their cart without customizing them just like they do this with a simple product type. 

    Stock Calculation Logic

    From a business perspective, the logic is the same as in with the native Magento bundle products: a merchant can't deliver the bundle if one of the components is missing. So if at least one of the child products goes out of stock, the whole simple bundle product will go out of stock as well. Still, the backorder functionality is supported.

    In case if one of the child product for simple bundle product is out of stock and:

    If Display Out of Stock Products set to Yes, then:

    • parent simple bundle is out of stock;
    • both those products are visible in the catalog, but marked as out of stock;
    • simple bundle product final price will be displayed with the same full price as it was before changing child to out of stock.

    If Display Out of Stock Products set to No, then:

    • parent simple bundle is out of stock;
    • both those products are invisible in the catalog, but available by direct product link;
    • simple bundle product final price will be displayed excluding the price of children products that are out of stock.

    Simple bundle price for the first and the second condition will be different because it is normal behavior, caused by specific of the Magento price index.

     | Simple Bundle Product for Magento 2

    Integrations:

    Add Free Product to Cart

     

    Backend Configuration

    Extension Settings

    Start with configuring the extension settings under Stores → Configuration → AHEADWORKS EXTENSIONS → Simple Bundle Product.

    Extension Settings | Simple Bundle Product for Magento 2

    Here you are presented with one option only: 'Default Title List of Bundle Products'. Specify the appropriate title in the field and click 'Save config' to apply the setting. 

    Configuring a Simple Bundle

     Now, let’s create a simple bundle. Traditionally, the bundle is configured in Catalog Products.

     First, switch to the ‘Simple Bundle’ mode. 

    Configuring a Simple Bundle | Simple Bundle Product for Magento 2

    Once you’ve enabled the parameter, the pop-up alert is displayed.

    Configuring a Simple Bundle | Simple Bundle Product for Magento 2

    Nothing to worry about - just a warning that the native bundle options will now be unavailable. Click 'Continue' .

    Next, scroll down to the ‘Bundle Items’ section to see what changed there.

    Configuring a Simple Bundle | Simple Bundle Product for Magento 2

    As you can see, the ‘Add Option’ button is now hidden. The ‘Option Title’ field displays the value you previously indicated in the extension settings. So, all you need to do to is to add the required items to the bundle the same way as in the native solution.

    After the bundle is composed, the section will look like this:

    Configuring a Simple Bundle | Simple Bundle Product for Magento 2

    In the simplified view, the ‘Input Type’ section is now hidden. It’s automatically set to ‘Checkbox’ and can't be deselected by a customer on a storefront. The ‘Required’ parameter is enabled by default.

    The extension does not support custom product options added either to the parent bundle product or its children because it contradicts the whole idea of adding bundle product to Cart in a single click.

    Native bundle conversion

    You can easily turn native bundles into the simple ones at the backend catalog page.

    Select the bundles you want to convert and apply massive action to the products.

    Native bundle conversion | Simple Bundle Product for Magento 2

    Adding Bundles to New Orders

    In addition to bundle creation, the module improves the functionality of the ‘New Order’ page.

    Let’s see it in action! Go to Sales Orders and click on the Create New Order button. Select the required customer and start adding products to the order.

    Adding Bundles to New Orders | Simple Bundle Product for Magento 2

    Now you can easily add your bundles to new orders. Notice: since the version 1.1.0 you don’t have to configure them additionally - the behavior is the same as with the products of simple type.

    Here you are suggested to set the quantity of the bundle product. If you leave the ‘Quantity’ field empty, the quantity will be ‘1’ (default value).

     

    Simple Bundles on the Storefront 

    Simple Bundle Product makes the interface of bundle product pages more user-friendly. Check it out!

    Simple Bundles on the Storefront | Simple Bundle Product for Magento 2

    Bundle items are presented as a list with active links to corresponding item pages.

    All the required configuration is already performed for customers.

    They just need to add the product to a cart. That’s it! Mind that if you need to use simple bundles along with the native ones, you can do it smoothly. 

     

    Integrations

    Advanced Subscription Products for Magento 2

     

    As Simple Bundle Product extension is integrated with Advanced Subscription Products, store admins can now add subscription plans to both regular and simple bundles.

    To do so, go to Catalog → Products and open an existing bundle product or create a new one. 

    To learn how to create subscription plans use Advanced Subscription Products user manual

    Simple Bundle grid | Advanced Subscription Products and Simple Bundle Product for Magento 2

    At the bundle product setting page configure the items to your liking and scroll down to the Subscription Options section.

    Purchase Type option allows you to choose the most preferable purchase method:

    • Only One-Time Purchase (No subscription needed)
    • Either One-Time Purchase or Subscription
    • Subscription Only

    Next, determine whether to Use Product Advanced Pricing or the Configuration Settings by using a yes/no toggle or checkbox, and then add the appropriate Subscription Plan(s) using "Add" button.

    Subscription Options Settings | Advanced Subscription Products and Simple Bundle Product for Magento 2

    In the Subscription Plans option you can:

    • Determine which Website the subscription will be displayed on;
    • Select the appropriate subscription Plan;
    • Set Pricing details.

    Subscription Plan settings | Advanced Subscription Products and Simple Bundle Product for Magento 2

    After all the configurations have been completed, click on the Save button.

     

    Add Free Product to Cart for Magento 2

    The integration of Simple Bundle Product with Add Free Product to Cart extension allows store admins to create promotional scenarios and offer gifts and discounts when a bundle product is purchased, as well as offer the simple bundle products themselves as promotional items.

    To learn more about the promo scenarios and how to create them use the Add Free Product to Cart user guide.

    To add promo items to the simple bundle product go to Marketing > Add Free Product to Cart > Rules

    On this page, you can view financial metrics that reflect the performance of the campaigns and the details within the Scenarios grid.

    Add Free Product to Cart Dashboard | Add Free Product to Cart and Simple Bundle Product for Magento 2

    To illustrate the integration, let's look at a promotional campaign example:

    Backend rules configuration: 

    Campaign: Offer customers an Affirm Water bottle or Sprite Foam Yoga Brick for just 1 USD when they purchase a Travel Set simple bundle. 

    Scenario: Buy X Get Y 

    Rule: Each time a Travel Set simple bundle is added to the cart, the customer will be prompted with a popup to purchase one of the promotional items (Affirm Water bottle or Sprite Foam Yoga Brick) for 1 USD. These promotional items should not be automatically added to the cart but offered through a popup.

    Buy X Get Y promo settings | Add Free Product to Cart and Simple Bundle Product for Magento 2

    On the storefront, promo text is displayed beside the price of the item related to the promo scenario.

    Promo text next to price | Add Free Product to Cart and Simple Bundle Product for Magento 2

    Upon adding a promo item to the cart, a popup will appear to offer the promotional product(s) to the customer.

    Promo Items popup | Add Free Product to Cart and Simple Bundle Product for Magento 2

    Once the promo product is added, the Cart Summary will show the subtotal, the discounted price, and the total order value.

    Shopping Cart with Promo Items | Add Free Product to Cart and Simple Bundle Product for Magento 2

    The Spend X Get Y and Buy X Get Y Free scenarios follow this same process.

    When using the Coupon scenario, the procedure remains the same, but the customer must enter a specific coupon code at checkout.

    Entering a Coupon Code on the storefront | Add Free Product to Cart and Simple Bundle Product for Magento 2

    Note: the Simple Bundle products can also be added as promo items themselves.

    To do this, click the "Add Products" button in the rules settings section.

    Add Promo Products | Add Free Product to Cart and Simple Bundle Product for Magento 2

    And then use the filters to select the desired simple bundle as a promotional product.

    Promo Product Filter | Add Free Product to Cart and Simple Bundle Product for Magento 2

     

    Simple Bundle Product | Simple Bundle Product for Magento 2

    Product Page

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