What is a Bundle?

Within a Pricing Variation, a bundle allows you to create a pool or group of products from which the provider can choose at the time of purchase. For example, you may add 7 different types of fillers in your bundle, but the pricing variation only includes 3. At the time of treatment, the Provider chooses which 3 of the provided 7 he or she wants to use.

What is changing?

This article specifically applies to tax settings for products or services that will be included in a "Bundle" within a Pricing Variation. This change allows you to pre-sell a variation that includes a bundle with the appropriate tax amount. Since the exact products or services are not known until the product is charted, in order to allow presales, a standard tax rate must be used for all things in the bundle.

Tip: Quick Tip! To quickly assess whether any of your Pricing Variations include tax conflicts, skip to Step #13 for a quick way to identify them via charting!

1. Let's first quickly review setting up a bundle within a Pricing Variation. Head to Inventory, then Pricing Variation.

2. This new rule applies to all Pricing Variation bundles (whether existing or new) but for the purposes of illustration, let's start with a new one.

3. We are going to create a Service Bundle to start by clicking Add

4. In order to turn this product list into a bundle, you will simply check the option to Allow the Provider to Choose. This transitions the individual product list into a bundle.

5. Once you've done that, you can name the bundle and continue adding products.

6. Once you've added everything to your bundle, click Add

7. Upon trying to add this bundle, we get the message below that we've got a mismatch in our tax settings between products. We will have to remedy this before we can continue.

We have two options:

#1: I can go to the individual products and fix their tax settings.

The logic for taxes follows this flow: If there is no custom tax rule set for a variation, package or promotion, we default to the Inventory Item Tax settings. If there is no tax applied to the Inventory Item, we go up one level and review the Category Tax. If there is no Category Tax, then there is no tax!

Order of Operations: Custom Tax Rule on a Package, Promotion or Variation > Inventory Item Tax > Category Tax

8. For example, in the below tax settings for Restylane Lyft, we see Lovely Lines has a 10% tax setting. This would create the error in the prior step if all other products have either 0% or a different tax rate.

9. If we see 0% across the board for all the products in this bundle, for example, but we still have an issue, that means we need to continue down the hierarchy to find it. The next step would be to go look at the categories and see if there is a different tax rule there. In the case below, our issue is with Lovely Lines - it has a custom tax rule for any products under this particular category.

10. You can either change your tax settings OR, the easiest method is:

#2 Create a custom tax rule for the Pricing Variation.

Remember in the hierarchy, the custom tax rule of the Variation, Package or Promotion comes first. By turning this on, you supercede all other tax rules.

11. Once you toggle it on, you can then establish your custom tax rules per clinic, and that will set all products within that bundle at that same tax rate anytime the bundle is used.

This WILL NOT change your overall tax settings for any inventory item within that bundle- only when it's used in that Pricing Variation.

12. This new tax change also applies to Pricing Variations that have previously been created. In order to get everything aligned before you are in the middle of a busy clinic day, we recommend going to a chart as if you are adding products, and clicking on Pricing Variations.

You will see a red exclamation point beside any Pricing Variation that has a tax conflict. You can then hop over to the web to create a Custom Tax Rule to override the individual or category taxes.

13. If for any reason you do not remedy the tax discrepancy and you attempt to chart one of those bundles that includes a tax conflict, you will see the warning popup letting you know that in order to chart that Pricing Variation, you need to first resolve the tax issue. Once those are resolved, the exclamation point disappears, and you will be ready to chart! If the issue persists, that variation will remain inaccessible from the chart.