Discounting Methods & How-to Switch Methods in Bold Bundles

Overview

In this article, you will find more information on the available discount methods in Bold Bundles, how you can identify which discount method you are currently on, and how you can switch to a different discount method. 

Select one of the links below to be brought to that section of the article:



Discount Methods

Bold Bundles can control how discounts created in the app works and is applied on your storefront through three different ways. The discounts are applied onto the storefront differently, depending on the discount method that Bundles has been set to.

There are currently three different discount methods available in Bundles. The three different discount methods are: 

  • Variant Dependant Method
  • Draft Order Method
  • Accelerated Draft Order Method

Each method has benefits and limitations; you can decide which one will work better for your business.

Note: By default, the Accelerated method is supplied on new installs of Bundles; unless your site has one of the conflicting apps mentioned below installed. Bundles will then enable the Draft Orders method on your site.

Select each heading below for more information on the benefits and limitations of each discounting method:

 Warning

The Premium version of Bundles is incompatible with the Variant Dependant Method. Certain features that the Premium version provides (combo products, BOGOs, etc.) do not work correctly with this discounting method.

With this method, Bundles creates a duplicate variant of each original for each customer level/tag in that product. Those duplicate variants are an exact copy of the ones that already exist but have the discounted price you applied.

Benefits

  • Discount codes can still be used in the checkout.
  • Storefront price displays more quickly.
  • Allows checkouts directly from the cart page with third-party payment gateways (i.e. PayPal and Amazon).

Known Limitations

  • Unable to hide discounts reliably from other apps (i.e. social media and other third-party Shopify apps).
  • Too many variants can become cumbersome for some stores to manage.
  • Limited by Shopify's 100 variant per product limit.
  • Wait time to keep discounts in sync with latest store prices.
  • Not compatible with inventory management apps (an exception to this is StitchLabs).  This problem is because they see the variants created by the app as individual product listings 
  • If you use discount codes, they can stack on the existing Bold Bundles discount which may result in double discounting.
  • Sometimes allows customers to purchase out of stock items.
  • Premium plan of Bundles cannot be used on this discount method.

With this method, a draft order is created with the discounts and processed when the user selects the checkout button.

Benefits

  • No variants are created.
  • No need to pause the app when importing or editing products in the Shopify admin.
  • Faster syncing to keep discounts in sync with latest store prices.
  • More compatible with inventory management apps.
  • Follows Shopify's out of stock rules.
  • Products don’t have tagging information appended to the product name.

Known Limitations

  • Third-party checkout buttons (i.e. Amazon, Apple, PayPal) should be hidden on the cart page and visible in the checkout.
  • Draft orders remain in your Shopify admin after a customer has checked out.
  • You cannot use Shopify discount codes at all (this may be a benefit, depending on your business). 
 Caution

This version is currently incompatible with the following Bold apps:

Due to the way these apps adjust pricing on the storefront, they do not work correctly with Bundles. Our developers are working on a solution, and this article will be updated as these integrations are completed.

With this method, a draft order is also created (with the customer's discount) and processed when they select the checkout button.

Benefits

  • No variants are created.
  • No need to pause the app when importing or editing products in the Shopify admin.
  • Even faster syncing than the Draft Orders method to keep discounts in sync with latest store prices.
  • More compatible with inventory management apps.
  • Follows Shopify's out of stock rules.
  • Products don’t have tagging information appended to the Product name.
  • Gain access to the newest features (Buy/Get partial discounts, Buy X Collection, Get Y Collection)

Known Limitations

  • Third-party checkout buttons (i.e. Amazon Pay, PayPal, Apple Pay, Google Pay, etc.) should be hidden on the cart page and only visible in the checkout.
  • Third-party checkouts will not work correctly with Bundles (except for Bold Cashier).
  • Most currency converters must be disabled before offering wholesale prices with Bundles.
  • Shopify discount codes will not work with Bundles (this may be a benefit, depending on the sales you're offering).
  • Draft orders remain in your Shopify admin after a customer has checked out.


Identify Your Discount Method

It's important to know which discount method you are currently using in Bundles, as the discount method you are using could interfere with your business flow. 

For instance, if you are on the Draft Order Method and would like to offer discount codes on top of bundle discounts, this cannot be done unless you are on the Variant Dependant Method. 

The discount method can be identified on the home page of the Bundles admin at the bottom of the page. The version number at the bottom of the page indicates which discount method you are currently on: 

Bold Bundles Version



Switch Discount Methods

Are you currently on a discount method that doesn't suit your store needs? Or are you looking to get the most out of Bundles by switching to the Accelerated Draft Order Method? 

Depending on the discount method you are currently on and the discount method you want to transition to, you may need to reach out to our Merchant Success team for further assistance. 

For more information on how to change from one discount method to another, please see the following transition steps below:


Variant Dependant Method to Draft Orders Method (or vice versa)

Note: You cannot switch to the Variant Dependant Method while on the Premium plan of Bundles. You must switch to the Basic version of Bundles in order to switch to the Variant Dependant Method.

  1. From within the Bundles admin, select Settings General
  2. Select Switch to this method beside the discount method you would like to use.

After this has been completed, all of your bundle groups will start to sync in Bundles to reflect the change made. After the bundles have finished syncing, please ensure that the storefront is working correctly by adding one of the bundles to the checkout page. 

If you experience any issues with the bundle functionality after switching the discount method, please reach out to our Merchant Success team for further assistance. 


Variant Dependant Method or Draft Order Method to Accelerated Draft Order Method (or vice versa)

In order to switch over to or from the Accelerated Draft Order Method, this requires a backend change from our Merchant Success team to complete. 

The discount method can be changed by reaching out to our Merchant Success team, or by requesting an installation from our Merchant Success team and noting which discount method you would like to use.

 

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