Manage bundles and targets

Create a bundle

Open Bundle products and start a new bundle. You need the relevant bundle permissions and existing products.

1. Enter unique Code, Name and optional Category. A bundle without a category does not count toward a category target.
2. Choose Priced by: One bundle price with Bundle price, or Each item’s own price.
3. Check On sale from, On sale until, Order in list, Bundle is on and Show in POS.
4. Select Main product, Unit, positive Quantity, and optionally Price override (empty = normal price) or Main product is free.
5. Add Extra products, their units and positive quantities. Review price overrides, Free, Customer may change the product and display order for each.
6. Select Save bundle. Review the saved bundle and effective dates; the end cannot precede the start.

This configures the bundle in Admin. Its sale and substitution controls depend on the selling application’s available workflow.

Set and review targets

Open Targets, choose Kind of target, Branch and Period. Product-category and bundle-category targets are distinct. The category decides whether the target is counted as quantity or value.

Use the target editor when permitted. Choose the month/category and enter Business target for this branch if the shop’s target differs from staff totals. Leaving that business figure empty uses the people’s total instead. Enter each person’s Target; Bonus is offered for product-category targets, not bundle targets. Select Save targets.

Clearing a person’s target or setting it to zero removes that month’s target. Review the business and Each person results after saving. A date-range view compares performance over the selected days; it does not replace the stored monthly target. A target bonus field is not confirmation that money has already been paid.