This section describes how to setup and maintain bundles within Polygon POS Management and the automatic application and management of bundles at the POS terminal.
Automated Bundling recognises specific combinations of PLUs entered in a sale, bundles them together and applies a predetermined discounted price.
Automated Bundling can be used in conjunction with QSO (Quick Service Ordering) Mode or as a standalone feature.
It must be noted that Automated Bundling can only be applied at the POS terminal. It will not take effect within Customer Online Ordering applications.
the conditions of a programmed bundle, removes the price from the items and inserts the bundle PLU at the static sale price assigned to that PLU regardless of the programmed prices of the original items. For example, a Coffee & Cake bundle PLU programmed at $8.00 will always sell at the configured $8.00 target price, regardless of the individual prices of items included in the bundle.
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Complex (Item) bundle pricing is where the system recognises the items entered in a sale as a combination which meets the conditions of a programmed bundle, and applies a a dynamically calculated price to the bundle PLU, which can vary depending on the items included in the bundle: For example, you may have a combo or meal deal that includes a Burger, a Side & a Beer, where the Sides can be either SML or LGE size, and some Burgers are of a higher value than others. Bundle pricing can be applied to each available item in the bundle so that the result is always a discount of $2.00 on the original pricing.
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Settings which determine how the automated bundling functionality will operate need to be applied as appropriate. For instruction on accessing these settings, please see POS Location Settings, POS Terminal Settings, and specifically Sale Settlement.
Bundle Discounting If the Enable Bundle Pricing setting is enabled, the Bundle Pricing tab is enabled in the PLU Update Form to allow the programming required for Complex (Item) Bundle Pricing and Programming Complex (Item) Bundle Pricing. The default string which appears on customer receipts, and customer facing displays to list the value of savings due to bundling can be customised by changing the Receipt bundle value label field. For more information please see the section Bundle Value Calculation. By default, the system will not allow a discount to be applied to a sale which contains a bundle (as the application of the bundle is essentially already a discount). If you wish to be able to apply a further discount to a sale (perhaps loyalty coupons) ensure that the Allow discounts on bundled items setting is enabled. If you want production output (production printers and KMS devices) to re-order the PLUs in the sale to keep the items in a bundle together, rather than printing to production in the order the PLUs are entered at the POS, turn the Use bundle items as headers in production output on.
Price Level Enabled Bundling By default, automated bundling is enabled for all price levels although there may be circumstances where you do not want automated bundling to be applied. For example, you may have standard POS pricing including automated bundling configured on price level 1. Bundles are not offered on delivery sales however and you could use price level 2 for delivery and disable automated bundling on price level 2. The system setting for Price Level Enabled Bundling will take precedence at the POS terminal over bundle configuration, so if bundles are configured but the POS terminal is set to a price level that is disabled the bundles will not be recognised and applied.
NOTE: The automated bundling assessment is performed on the entire contents of the sale, so this feature will not effectively cater for Next item only type price level changes where the price level change can occur midway through a sale. It is designed to cater for Until end of transaction, Permanent and Automatic type price level changes, where the same Price Level is intended to be applied for the whole transaction. To disable automated bundling for a price level, ensure that the tick for that price level is removed. |
To successfully program a Bundle PLU, attention must be given to: •Defining the PLU as a Bundle PLU •Defining the component PLUs which successfully combine to create the bundle •Defining the price for the resulting bundle Define the Bundle PLU When creating a PLU, setting the PLU Type to Bundle will instruct the system to track the items within this PLU’s Ingredients list and detect when they are present in a sale at POS. When all valid choices are met, this PLU will be added automatically to the bottom of the sale list and the component PLUs will be defined with a grey background.
Define the valid Bundle ‘Ingredients’ Use the ‘PLU Ingredients’ table to build a list of the eligible items that should trigger this Bundle. •Select Item Type: PLU to choose individual items from the PLU File. •Set the Option Type to any of the Choice options (Optional/Required Choice). •Use the Choice Name field to group items together. NOTE: The Choice Name that you configure will only be visible to the POS User if this Bundle PLU is also available at POS to enter as a QSO item.
•Use the Selections field to specify how many items from one group are required to trigger a bundle
Define the Bundle Price If you program a price on the Bundle PLU, POS will always sell this Bundle at that configured target price – Simple (Target) Bundle Pricing. All of the items recognised as a valid combination for the bundle will be set to $0.00, regardless of what their original prices were. Alternatively, if the price on the Bundle PLU is left blank, then the POS will apply a dynamically calculated price to the bundle PLU – Complex (Item) Bundle Pricing. For details on how to achieve varied pricing for the bundle according to the items included, refer to the next section Programming Complex (Item) Bundle Pricing.
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If the price of your bundle needs to vary depending on which items are selected, you can Enable bundle pricing in the system settings to access specific Bundle Price fields on all PLUs. This can be used to cater for: •Different sizes of the same product being available within one bundle •Menu items of varying value being grouped together in one bundle option EXAMPLE: a Pizzas Choice Group that includes both gourmet and traditional where gourmet pizzas are more expensive than the traditional pizzas.
For the Complex (Item) Bundle Pricing option to work correctly, the price of the Bundle PLU itself must be left blank (not $0.00). This will instruct the system to look up the Bundle Price Value of each of the bundled items to calculate the price. Once the Enable bundle pricing setting is enabled, an additional pricing tab will be visible in the PLU Update form:
The Bundle values that are configured against a PLU in this tab, will be used to calculate the total Bundle price whenever this item is included as part of a Bundle at POS. The total price of the bundle will be the sum of the bundle item price for each PLU sold that is a component of the bundle. If Loyalty is enabled, POS will also tally the Awarded Points, and the Redemption Points value of the Bundle based on the Bundle points fields configured in this tab.
IMPORTANT NOTES: 1.If you are using POS Location Mapped Pricing, bundle price values must also be configured for any Location that has a mapped price. 2.If using multiple Price Levels (eg. for Public Holiday pricing, Happy Hour pricing, etc) ensure that Normal and Bundle prices are configured on all Price Levels that are actively used at POS.
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If the setting to Enable bundle pricing is turned on, then each of the three existing price management tools can be used to either: •Apply bulk updates to the Bundle Price | Points values of selected PLUs; or •Apply bulk updates to the Normal Price | Points values of selected PLUs To access this functionality, choose Products from the main menu, and then either: •Product Price Management, •Loyalty Awarded Points Management, or •Loyalty Redemption Points Management.
Use the Manage Normal Prices or Manage Bundle Prices buttons at the bottom left of the screen to access either Normal or Bundle price management.
The window background will change colour while managing bundle prices as a visual reminder that the pricing affected will be for bundles. WARNING: switching modes will reset any currently selected criteria.
Please see the section on the Product Price Management feature for detailed instructions.
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As sale items are entered or removed at POS, the system will assess the sale contents, so as to: •Apply a valid bundle when an item is added’ or •Undo a bundle that is no longer valid when an item is removed.
Part of the assessment is to also calculate the ‘Bundle Value’.
The calculated Bundle Value is used by the POS to do three things: 1.Decide whether to automatically apply bundle If the calculated price of the bundle will not result in any saving for the customer when compared to the sum of the normal item prices, then the bundle will not be applied.
EXAMPLE: If a ‘Coffee & Cake Bundle’ is set up with target price: $10.00 … Coffee $4.00 Cake $5.00 Total: $9.00 à no bundle is applied
2.Apply best value bundle When there is more than one possible bundle PLU that could be applied, the system will calculate the Bundle Value of each possibility, compare them, and apply the Bundle PLU that results in the greater savings amount. NOTE: if there are multiple possibilities within one single Bundle PLU, the system will apply the first option that is found in the list (from top to bottom). 3.Display Bundle Value amount on Customer Receipt and Customer Facing Displays The total Bundle Value within one sale will be displayed on the Customer Receipt and any Customer Facing Displays:
You have the ability to customise the wording from Total bundle value to something of your choosing. For example, Total Savings, or Combo Value. To do this access the Default Location System Settings (or POS Location System Settings as appropriate) and navigate to POS Terminal Settings | Sale Settlement. Adjust the Receipt bundle value label as required. Refer to System Settings.
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Standard sales reports will always report the Price value against the Bundle PLU that was applied at POS. There will be no Price values recorded against the individual bundled items. The Quantity (and therefore Inventory Cost where applicable) will still be recorded against each individual item.
Bundle PLUs Report A Bundle PLU report is available which will detail sales of Bundle PLUs including the Quantity, the Gross, Net and GST amounts, the Bundle Value expressed as both $ and %. You may choose to include the Bundle Content on the report, which will also list the combination PLUs which comprise the bundles. The Normal prices of the item PLUs are listed for reference.
See Also: Reports |
