Creating a Bundle

Guide to creating your bundles.

Click and follow the steps.

Adding products

1. Navigate to Bundle > New Bundle > Add Product

2. Select the checkbox next to each product to add

3. Search by Name or Code, using the enter key to show results.

4. Using Product Filters

   • Apply filters based on product attributes (e.g. category, application, specs)

   • Narrow down to products meeting exact criteria

   • Select all or individual products from the filtered results

5. Click "Next" when you finish selecting and curating your product list.

Selecting product documents

Once products are added, users can refine which associated documents are included:

Uncheck by Document Type

• Within the bundle, a list of included products will display

• Each product will show its available document types (TDS, SDS, etc.)

• To exclude a document type for all products, uncheck that type at the top of the list

• This will remove that document type for every product in the bundle

Uncheck for Specific Products

• To tailor documents for individual products, click into a specific product within the bundle

• This will display all document types and files for that single product

• Users can then uncheck any documents they wish to exclude

• Repeat this process for each product as needed

Selecting general documents

• From the main bundle page, click "+ Add General Document"

• This will open a pop-up to browse and select from the organization's general document library

• Choose any relevant materials to include (certifications, product guides, etc.)

• These will be added to the bundle alongside the product-specific documents

By carefully curating the product and document composition, users can create targeted, comprehensive bundles that align to specific customer needs and use cases.

The flexibility to selectively include/exclude documents ensures that each bundle recipient receives only the most pertinent, impactful materials.

I recommend reminding users to review all bundle contents before sharing to ensure accuracy and completeness. Encourage customizing introductory messages for each bundle as well.