Bundles, build-a-box & upsells

Bundles and offers are how you sell more than one product at a time, or steer buyers toward an add-on. They live in a different place from discounts: a discount lowers the price of items already in the cart, while a bundle or offer decides which products get grouped, what they cost together, and where that grouping appears on your storefront.

Sellerlane has four distinct tools, and they are reached two different ways:

Fixed bundle

A real catalog product that bundles several items at one price. Created in the product editor (product type Bundle), so it is searchable and has its own product page.

Build-a-Box

Customers assemble their own box by picking from sections you define, up to a set number of items, at a price you control. Under Discounts → Build A Box.

Frequently Bought Together

A cross-sell group of products offered together to lift average order value. Under Discounts → Frequently Bought Together.

Upsell rule

A “when this is in the cart, recommend that” rule that surfaces extra products (optionally at a special price). Under Discounts → Upsell.

Note

The fixed-bundle product and the build-a-box / cross-sell / upsell offers are separate systems. The first lives in your catalog; the other three are offer entities managed under the Discounts section of the sidebar.

Bundles vs discounts

This is the most common point of confusion, so it is worth stating plainly. There is no “fixed price” discount type in the discount engine. A literal price like “any 2 for ₹999” comes from a bundle or from a Buy X Get Y discount — not from a percentage or amount-off discount. If you want a set price for a set of items, use a bundle here, not a discount. See discounts for the price-reduction side.

Each bundle and upsell rule carries its own pricing model, chosen independently of any discount you may also be running:

Pricing model	What the buyer pays
Fixed Price	A single set price for the whole bundle, regardless of component prices.
Percentage Off	A percentage taken off the combined component price.
Amount Off	A flat amount taken off the combined component price.

For Fixed Price you can also set a Compare At Price so the storefront can show the original total struck through next to the bundle price.

The fixed/discounted amount applies once to the selected offer group, not once per component. Sellerlane allocates that parent amount to components using a deterministic largest-remainder calculation so component tax, discount, refund, COGS, and inventory rows always add back to the bundle total. See Financial semantics.

Fixed bundles (catalog products)

A fixed bundle is an ordinary product whose type is Bundle. Because it is a catalog product, it shows up in search and collections and has a normal product page where the buyer adds the whole group to the cart in one click.

1. Go to Products and create a new product (or open an existing one) and set the product type to Bundle.
2. In Bundle Composition, add the component products that make up the bundle. For products with variants you can allow all variants or restrict the buyer to an allowlist of specific variants per component.
3. Set the Bundle Price — the price the buyer pays for the whole bundle.
4. Choose a Bundle Inventory Tracking Method:
   • Track at bundle level — the bundle has its own stock count, separate from the component products.
   • Track based on component products — the bundle is only available when every component has enough stock; you manage each product’s inventory individually.
5. Add images, description, SEO, and a status as you would for any product, then save.

Once published, the bundle behaves like any other product: it is indexed for search, can be added to collections, and renders on its own product page. For how product types differ, see product types.

Refunds and returns for bundles

The order snapshots the bundle parent and every fulfillment component. A component refund cannot exceed that component’s allocated order value. Returns currently use component returns only: each selected component follows the ordinary return, refund, and restock lifecycle at its order-line quantity. A whole-bundle policy is not supported. To return every item in a bundle, select every component quantity; the system still records and caps each component independently. Changing the product later never changes an existing order’s allocations or policy snapshot.

Build-a-Box

A build-a-box lets the buyer assemble their own bundle from sections you define — for example “Choose 1 main”, “Choose 2 sides” — and pay a price you control for the assembled box. Find it under Discounts → Build A Box (“Build-a-Box Bundles”).

1. Open Discounts → Build A Box and choose Create Bundle.
2. On the General tab, give the bundle a Bundle Name and set Minimum Units and Maximum Units — the smallest and largest number of items a customer may put in the box. Use the Active toggle to control whether the bundle is live, and the Online Store and Point of Sale toggles to control where it is available.
3. On the Pricing tab, set the Pricing Model (Fixed Price, Percentage Off, or Amount Off) and the corresponding price or discount. For Fixed Price you can add an optional Compare At Price.
4. On the Products & Sections tab, add one or more sections. Each section has its own name and its own min/max units, and you pick which products (and which variants) the buyer may choose from in that section. A build-a-box can have up to 10 sections.
5. Save the bundle.

Tip

Use sections to enforce the structure of the box. A “Build your own gift hamper” bundle might have a “Pick 1 sweet”, “Pick 1 savoury”, and “Pick 2 extras” section, each pointing at a different set of products.

Frequently Bought Together (cross-sell)

A cross-sell offers a set of products together — the classic “frequently bought together” group — to lift average order value. Find it under Discounts → Frequently Bought Together.

A cross-sell is structurally a simpler build-a-box: it has exactly one section, and the section name and min/max units come from the bundle itself, so you only manage one list of products.

1. Open Discounts → Frequently Bought Together and choose Create Bundle.
2. On the General tab, name the bundle and set Minimum Units and Maximum Units for how many of the grouped products are offered together. Use the Active, Online Store, and Point of Sale toggles to control availability.
3. On the Pricing tab, set the Pricing Model and price the same way as a build-a-box.
4. On the Products & Sections tab (shown as Bundle Products for a cross-sell), select the products that should be offered together. The single section automatically uses the bundle name and the min/max units you set on the General tab.
5. Save.

Upsell rules

An upsell rule is a “when / then” rule: when the cart matches your trigger conditions, then recommend a set of products, optionally at a special price. Find it under Discounts → Upsell.

Unlike a bundle, an upsell does not pre-define a fixed set of items — it picks recommendations dynamically from the conditions you set.

1. Open Discounts → Upsell and create a new rule, then give it a name.
2. On the Conditions tab, build your Trigger Conditions (“When customer adds products… selected conditions are met”). Each condition targets either Specific Products or Products from Collections, with an operator like Equals any of, Not equals any of, or Is any product.
3. Build your Recommendation Conditions (“Then recommend products”). These use operators including Same as trigger, Different from trigger, Equals any of, and Not equals any of, so you can recommend the same item, a different one, or a specific set.
4. On the Pricing Settings tab, choose a Pricing Model (Percentage Off, Amount Off, or Fixed Price) and enter the price or discount that applies to the recommended products.
5. Set a Sort strategy for how recommendations are ordered: No sorting, Price: Low to High, Price: High to Low, or Best Selling.
6. Set Min. products to get a discount (the minimum the buyer must add for the offer price to apply — must be greater than 1) and Max recommendations (how many products to show — must be greater than 1).
7. Save. New rules are added to the bottom of the priority list.

Priority

Every upsell rule has a Priority. When more than one rule could fire, the priority order decides which wins. On the Upsell list, drag the rules by their handle to reorder them — the top rule has priority 1, the next has priority 2, and so on. Reordering saves immediately.

Note

All upsell conditions operate on products. A collection condition means “products that belong to these collections”, not the collection itself.

Where offers appear on the storefront

Bundles and offers are rendered by your theme, so exactly where they appear depends on the theme and its section settings. The storefront engine exposes each offer type to Liquid as a drop you can render in a section or block:

Offer	Theme object
Fixed bundle (catalog product)	bundle
Build-a-Box	bundle_rule_offer with its bundle_section_offer sections
Frequently Bought Together	bundle_rule_offer
Upsell rule	upsell_rule_offer
Any placed recommendation	recommended_offer

A fixed bundle renders on its own product page because it is a catalog product. Build-a-box, cross-sell, and upsell offers are surfaced through your theme’s recommendation and offer sections — typically on the product page and in the cart. Because rendering is theme-driven, add or position the relevant section in the theme editor, and inspect live values from a template with {{ object | json }} while you build. See the Liquid objects reference for the full property list of each drop.

Caution

Creating a build-a-box, cross-sell, or upsell offer does not place it on the storefront by itself — your theme has to render the matching offer section. A fixed-bundle product, by contrast, has a product page as soon as it is published.

Troubleshooting

• An offer does not appear online — confirm the bundle or rule is Active and that Online Store is enabled, then check that your theme actually renders the offer section on that page.
• The bundle price looks wrong — re-check the Pricing Model. Fixed Price ignores component prices and charges the set amount; Percentage Off and Amount Off are taken off the combined component total.
• I want a strike-through “was” price — set a Compare At Price on a Fixed Price bundle so the theme can show the original total.
• Two upsell rules both match — the rule with the higher Priority (nearer the top of the list) wins; drag to reorder.
• A build-a-box buyer can’t reach the right count — check each section’s min/max units and the bundle’s overall Minimum / Maximum Units; the totals must allow a valid selection.

Next steps

• Discounts — percentage, amount-off, free shipping, and Buy X Get Y, distinct from bundles.
• Product types — how the Bundle product type fits alongside physical, digital, event, and gift-card products.
• Themes and the editor — place and style the offer sections that render your bundles and upsells.
• Search and discovery — how fixed-bundle products are indexed and surfaced.