Use Items Sets to define a custom set of products or categories. This can be used to create a discount or line item benefit that applies to multiple items, or to define a set of items that are eligible for custom selections from a Group Billing Job.
For example let's say that a Coffee Shop wants to offer a benefit as part of a membership of 1 Free Latte per month. The Coffee Shop allows the customer to choose either a Hot Latte or Iced Latte.
An easy way to configure the "1 Free Latte" line item is to use Item Sets. You may set up an item set on a Product level (Product Set) or Category level (Category Set).
Create An Item Set
- Go to Items > Item Sets
- Click on the "Create New Set" button at the top right corner
- Click on either Product Set or Category Set. A product set is made up of individual products or variations. A category set is made up of individual categories.
- Enter your item set name
- Begin typing an individual product/category name in the Lookup field, click on the name to add the item to the set. After you click on a name you will see the name added to the list that appears on the page.
- Note for Product Sets: The default lookup uses Variation level names. With this setting you must search for and add each variation individually. Use the toggle switch below the "Product Lookup" field to switch to Product level lookup. When Product level Lookup is enabled you may add all variations of a product into your set simultaneously.
- After you have added all items to the set click the Create button to save.
In the Free Latte example we add two products into the set as shown in the image above. We can now create a Template that includes a coupon for 1 Free Latte which will apply to any products that are included within the product set.
Use An Item Set
An Item Set can be added as a line item on a Template. To add an Item Set:
- Click on the "Add Discount Line Item" button
- Begin typing the Item Set name within the "Category/Item Set" field. When the Product or Category Set that you want to use appears, click on it.
- Configure other line item settings based on the desired discount/coupon that you want created.
When the Item Set is sold a coupon will be issued that can be redeemed for any eligible item in the set (in this example the eligible items are either a Latte or Iced Latte).
Edit an Item Set
- From the Item Sets page click on the "Edit" link next to the Item Set that you would like to edit.
- Use the Lookup field to add products to the set.
- Click on the Garbage Can icon next to a specific item to remove it from the set.
- Click Save Changes