Get started with BYOB
1. How BYOB works?
The general workflow of BYOB:
- Select: Customers select products to build a bundle on the template
- Variant: BYOB generates a new variant with the bundle price and weight
- Discount Code: BYOB redirects customers to checkout with the discount code applied
- Purchase: Customers view the cart and checkout as usual
- Order Edit: After the order is paid, BYOB edits the order to update the inventory
Customers mix and match products on our custom product template. Using our bundle condition builder, you can set up conditions like buying any 4 items in a collection, or more complex conditions like buying any 1 item from collection A, any 1 item from collection B, pay a discounted price.
a. Variant Mode:
With our custom product template, BYOB supports selecting any n products in a collection or specific products.
Under Shopify limitations, only 100 variants are allowed for a product (What is a variant?). To select any 4 from 20 items, there are more than 20^4, i.e 160,000 combinations. With only 100 variants, it's impossible to store these combinations.
Therefore, BYOB generates dummy variants to adjust the price for each customer. When customers click "add bundle to cart" button, a new variant is generated to store customer selections and the price. When the 100 variants in a product are used up, a new product is created. Think of each variant as a note to record selected items.
As we are using variants to adjust prices, it also means that you can stack the bundle discount on top of the Shopify discount.
b. Discount Code Mode:
If you don't like these dummy variants, you can pair with discount code where the individual items are added to the cart separately. NO variant is generated by BYOB
- Variant mode: Customers will see the bundle item only (1 SKU)
- Discount code mode: Customers visit checkout with the discount code applied (Multi SKUs)
After the order is paid, the individual items are added as free items. The inventory is updated while the order total remains unchanged.
Please refer to this article for the sample order format.
2. Create your first bundle
Visit the BYOB dashboard, and click the Create Bundle button on the top right corner. After that, you'll fill in a form. This form will create a virtual product (i.e. the display product) with our special product template & metafields. Each bundle will link to the corresponding 1 display product and container products.
3. The display products and container products
Since only 100 variants are allowed for each product (hard limit of Shopify), there is no way to store more when there are 100 variants for a product. Therefore, BYOB is using more products to store variants.
How to identify BYOB products?
Our products are set with a vendor of ' BYOB' (You should not change the vendor and the product options. Otherwise, order edit will not proceed):
The Display Product 💎
When you've created a bundle, a virtual product is created to link with the bundle, aka the display product. For each bundle, there is only 1 display product.
You can search the display product with the bundle name in the Shopify Product admin, the one without "-1", "-2" in the URL and without BYOB hidden tag is the display product. If you've just created your bundle, there is only 1 product and that's the display product.
The display product can be used to allocate to a collection, top menu, the home page, etc
The Container Product 🛢️
When the variants are used up for the display product, new container products are created to store variants. These container products can be removed as time goes by. When the container products are removed, customers can no longer check out the item in the cart. The container products include a tag of ' BYOB hidden'. You can use the tag for filtering.
Reference: Can I delete the dummy data generated by BYOB?
4. Make sure that customers can place orders successfully
To make sure the app works perfectly, you can place a test order. You can add bundle to cart on your bundle => visit the cart page => checkout as usual. After checkout, wait for 10 - 15s to see if the order is changed and refresh the order status page.
For detailed steps, you can check the article - The ultimate checklist before handover to your clients
Sometimes, the location may not be set up correctly. When there is no shipping profile, the shipping fee can be calculated and customers cannot checkout. At this time, you can switch to another location in BYOB Setting => fulfillment location. Alternatively, you can add a shipping profile for the location used.
Please refer to this article - How to fix the shipping issue - the items you added can't be shipped to your address?
5. Edit Design
After a bundle is published, you can edit the design of the bundle page. Shopify doesn't allow draft products to be edited in the theme editor. So we cannot edit the draft bundle's design.
On BYOB Side Menu, click " Change Design" and you'll be redirected to the theme editor. You can change the section options there:
6. Integration with 3PL inventory systems (Optional)
If you're NOT using an external inventory system, you can skip this section.
If you're using an inventory system like FishBowl, ShippingEasy, you may need to change the settings of your inventory system. For example, you may have to exclude the virtual bundle item to be imported into the system.
Please refer to the integration guide here.
If you are not sure whether your inventory system can work with BYOB, you have to place a test order to check if the order can be imported. Please read section 3 above.
7. How can you maximize the exposures of your bundle offers?
By default, BYOB allows you to place the bundle as an ordinary product in a collection. Sometimes, you may want to emphasize the promotion offer.
You can consider putting the display products of the bundles ( How can I put the bundles on the home page?):
- On the top menu
- To the home page as feature products or under a feature collection
For the top store placing the bundle on the home page, there are more than 2,000 orders generated within 4 - 5 months. As each theme is having a different setup, please refer to your theme setting or contact your theme developer. For Online Store 2.0 themes, usually, you can change the settings in the theme editor.
The Caveats of Shopify Order Edit
Please note that there are several hard limits of Order Edit placed by Shopify. For more information, please refer to Why aren't my orders edited?
Still have questions?
Feel free to read our various articles in the Customization section and the Trouble-shooting section
If you didn't find what you were looking for, click the contact us link below.