Get started with BYOB
1. How BYOB works?
With our custom product template, BYOB supports selecting any n products in a collection or specific products.
Since Shopify's discount capability is limiting, BYOB generates dummy variants to adjust the price for each customer. When a customer clicks "add bundle to cart" button on the template, a new variant is generated to store customer selections and the price. As we are using variants to adjust prices, it also means that you can stack bundle discount on top of the Shopify discount
After the order is paid, the individual items are added as free items. The inventory is updated while the order total remains unchanged.
The general workflow of BYOB:
- Customers select products to build a bundle on the template
- Customers view the cart and checkout as usual
- After the order is paid, our app edits the order to update inventory
Quick demo video:
2. Create your first bundle
Visit the BYOB dashboard, click 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 when 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.
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:
- 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?