- Create a bundle
- Add products to a bundle
- Members total
- Bundles in lists and orders
- Use bundles in Liquid
- Bundles in the API and with AI
A bundle is a product made of other products, sold under its own code, name and price: for example, a "CRM + Helpdesk" package. Bundles are available in the PRO version of the plugin PRO. You need the View products permission to see the composition of a bundle and the Edit products permission to change it.
Create a bundle
To turn a product into a bundle:
- Open the product and select Edit, or create a new product with New product.
- Fill in Code: it is required for a bundle.
- Set Price and Currency. The price of a bundle is entered by hand and does not depend on the prices of its products.
- Check Bundle and save.
The Products block appears under the product description, even while the bundle is empty.
Note: A product that is already a member of a bundle cannot become a bundle itself, and a bundle cannot contain another bundle.
Add products to a bundle
To add products:
- Open the bundle and select Add in the Products block.
- In the Add Product window search by name or code and check the products to add. The list offers active products that are not bundles and are not in this bundle yet.
- Confirm. Every product is added with quantity 1.
The block lists the products with code, price, status and quantity. To change the quantity, click the number, type a new one and press Enter. To take a product out, select Remove from bundle. The product itself is not deleted. The context menu of a row (the three dots) works as in the product list: edit, change status, create an order.
Members total
Next to the price of a bundle the product page shows Members total: the sum of price multiplied by quantity of the products you can see. It is a hint for setting the price: no discount is calculated. The line is not shown when the products have different currencies, because the plugin does not convert currencies.
Bundles in lists and orders
- In the products list use the Bundle filter (yes or no) and the Members column, which shows the number of products in the bundle.
- In an order a bundle is one line at the bundle price. The composition is not copied into the line: reports show the current composition of the bundle.
- If you clear the Bundle check box later, the composition is kept but ignored until you check the box again.
Use bundles in Liquid
On a website or in a template built with Liquid, the product drop has these attributes:
| Attribute | Description |
|---|---|
bundle? |
true for a bundle |
items |
the products of a bundle: each item has product (a product drop) and quantity |
total_price |
the same sum as Members total; empty for a plain product and for products with different currencies |
versions |
versions linked to the product, see Product versions and files |
Example:
{% assign bundle = 'products_drop' | redmine_drop: "all" | where: "code", "crm_bundle" | first %}
{% for row in bundle.items %}
{{ row.product.name }} x {{ row.quantity }}
{% endfor %}
Note: items and total_price include only the products visible to the user for whom the template is rendered.
Bundles in the API and with AI
A bundle can be created and changed with the REST API and with MCP tools: see REST API Products and Products plugin and AI Agent integration.