Here's what most Shopify guides won't tell you about bundles: the setup isn't hard, but getting the details wrong can create inventory chaos, confuse customers at checkout, and spike your return rates. I've seen merchants launch bundles that technically work but break during peak traffic or create returns nightmares.
This guide covers everything you need to know to set up product bundles correctly the first time. I'm walking you through Shopify's native Bundles app, when you need third-party alternatives, how to handle inventory sync, and the eligibility gotchas that trip up most merchants.
According to Shopify's official bundle documentation, bundles are fixed collections of products sold together as a single item. Shopify tracks inventory for each component product, which is brilliant when it works and frustrating when you don't understand the rules.
You'll learn the exact decision tree for choosing between native bundles and custom solutions, step-by-step setup instructions with common pitfalls called out, inventory management strategies, and how to set clear returns policies that protect you without alienating customers.
Whether you're launching your first holiday bundle or fixing issues with existing ones, this guide will save you hours of trial-and-error. Let's build bundles that actually work.
Quick Answer: Use Shopify's native Bundles app if you're selling fixed bundles (pre-configured sets) with standard inventory tracking. Choose third-party apps for build-your-own bundles, subscription bundles, or complex discount logic. Only go custom if you need unique inventory rules or integration with external systems.
The first question everyone asks is: which bundle solution should I use? Here's the decision framework that actually works.
The native Bundles app launched in 2023 and has steadily improved. According to Shopify's bundle guide, it handles most standard bundle use cases without requiring third-party apps.
Popular third-party apps include:
For a detailed comparison of features, pricing, and use cases, see our complete Shopify Bundles app versus custom solutions guide.
Custom solutions cost $5,000-$25,000+ to build and require ongoing maintenance. Only worth it for high-volume stores with specific requirements no app can meet.
Pro Tip: Start with the native Bundles app even if you think you'll need more features later. Launch fixed bundles quickly, validate customer demand, then upgrade to third-party apps if needed. Most merchants overestimate their bundle complexity initially.
This section saves you from hours of frustration. Shopify's native Bundles app has specific eligibility requirements. Products that don't meet these criteria can't be bundled using the native app—you'll need third-party solutions instead.
According to Shopify's bundle eligibility documentation, your products must meet these requirements:
Before you start building bundles, run this checklist:
Step 1: List all products you want to bundle together.
Step 2: Verify each product has "Track quantity" enabled in Shopify admin under Products → [Product Name] → Inventory.
Step 3: Confirm all products are physical goods (not digital downloads or services).
Step 4: Check that products share at least one fulfillment location where all items have stock.
Step 5: Verify none of the products require customer input (text fields, file uploads) before purchase.
If any product fails these checks, you'll need a third-party app or you'll need to modify the product setup before bundling.
Critical Gotcha: Shopify won't prevent you from trying to create bundles with ineligible products, but the bundle will fail at various points—during creation, at checkout, or during fulfillment. Always run the eligibility check first to avoid wasted setup time.
Now let's walk through actually creating a bundle using Shopify's native app. This is a step-by-step process with common pitfalls called out.
Navigate to: Shopify Admin → Apps → Shopify App Store → Search "Bundles"
Look for the app published by Shopify (not third-party bundle apps). It will say "By Shopify" under the name. Click "Add app" and approve the permissions.
Screenshot callout: Look for the green checkmark and "By Shopify" label to confirm you're installing the official app.
The app installs instantly. You'll see "Bundles" appear in your Shopify admin sidebar under Products.
Navigate to: Products → Bundles → Create bundle
You'll see a form with these required fields:
Bundle Title: This is what customers see. Use clear, descriptive names: "Holiday Skincare Set" or "Coffee Lover's Starter Kit" rather than generic "Bundle 1."
Bundle Description: Explain what's included and why. Example: "Everything you need for glowing winter skin: cleanser, serum, moisturizer, and eye cream. Save $30 versus buying separately."
Common mistake: Don't just list the items. Explain the benefit, use case, or occasion. "Perfect for gift-giving" or "Your complete morning routine."
Click "Add products" and search for items to include in your bundle.
Critical requirement: Each component product must have a specific variant selected. You can't bundle "Generic T-Shirt" without specifying size and color. This prevents inventory ambiguity.
For each product you add:
Screenshot callout: The variant selector is mandatory. If you see "No variants available," that product has inventory or eligibility issues.
Example bundle setup:
You can add 2-10 products per bundle. The native app doesn't have a hard limit, but bundles with 6+ items can cause fulfillment complexity.
Shopify calculates a "Compare at price" automatically by summing the component product prices. This becomes your anchor for showing savings.
Your bundle price: Enter the actual price customers pay. This should be lower than the sum of parts to create value.
Example:
For pricing strategy and how to calculate optimal bundle prices, see our complete guide on holiday bundle pricing formulas and psychology.
Add at least one hero image showing all bundle components together. High-performing bundle images include:
Image specs: 2048 x 2048 pixels minimum, square or 4:3 ratio, high quality JPEG or PNG.
Pro tip: Show the actual products customers will receive, not generic stock photos. Transparency builds trust and reduces return rates.
This is where most setup errors happen. Pay attention here.
Track quantity: Leave this checked. Shopify automatically manages bundle inventory based on component product availability.
Continue selling when out of stock: Uncheck this unless you can backorder component products. Selling bundles when components are unavailable creates fulfillment disasters.
Inventory policy: Shopify uses "Shopify tracks this bundle's inventory" which means:
This is brilliant for preventing overselling but requires careful inventory planning. More on this in the Inventory Sync section below.
Product type: Choose "Bundle" or create a custom type like "Gift Sets" or "Holiday Bundles" for easier filtering.
Vendor: Your store name or brand.
Collections: Add your bundle to relevant collections. Recommended: create a dedicated "Bundles" or "Gift Sets" collection for easy navigation.
Tags: Use descriptive tags for internal organization: "holiday-2025," "skincare-bundle," "gift-under-50."
SEO: Customize the page title and meta description for search engines. Include your target keyword naturally.
Example SEO title: "Holiday Skincare Bundle - 4-Piece Set ($30 Off) | [Your Brand]"
Select where this bundle should be available:
Important: Component products must also be available on the same channels, or the bundle won't display properly.
Before clicking "Save," review:
Click "Save" to create your bundle. It's now live on your store (on the channels you selected).
Before promoting your bundle, run a test purchase:
1. Add bundle to cart: Verify correct products and pricing display.
2. Proceed through checkout: Ensure no errors during payment processing.
3. Check order confirmation: Verify component products are listed correctly.
4. Review admin orders view: Confirm inventory decremented for each component.
5. Process fulfillment: Pick and pack the order to verify your team can execute efficiently.
If any step fails, troubleshoot before launching to customers. Common issues and fixes are in the Troubleshooting section below.
Setting up bundles correctly the first time saves hours of troubleshooting and prevents inventory disasters during peak season. But there are dozens of edge cases and gotchas that trip up even experienced merchants.
Our Shopify Bundle SOP Pack includes step-by-step SOPs with screenshots, eligibility checklists, QA testing sheets, and rollback plans for when things go wrong.
What's Included:
Works with all Shopify plans. Includes bonus Scripts for Shopify Plus merchants who need advanced discount logic.
Inventory management is where bundles get tricky. Shopify's approach is elegant when you understand it, but it catches many merchants off guard. Here's how it actually works and how to avoid common pitfalls.
Shopify doesn't track bundle inventory separately from component products. Instead, it uses component product inventory to determine bundle availability.
When a bundle sells:
Bundle availability is determined by the limiting component:
If you have:
Your bundle can only show "3 available" because eye cream is the constraint. When eye cream hits zero, the entire bundle becomes unavailable even though other components have stock.
This inventory linkage means you need buffer stock for component products. Here's the recommended approach:
Calculate your bundle capacity: How many bundles do you want to sell this season?
Set aside inventory: Reserve component product stock specifically for bundles, separate from standalone sales.
Example: You want to sell 100 holiday bundles. Each bundle needs:
Reserve:
If you don't reserve stock, standalone product sales can eat into your bundle capacity, leaving you unable to fulfill bundle orders even though you technically have inventory.
If you fulfill from multiple locations (multiple warehouses, retail stores, etc.), bundle inventory gets more complex.
Rule: All component products must have stock at the same location for the bundle to be available from that location.
Example:
Location A (NYC warehouse):
Location B (LA warehouse):
Result: Bundles can only be fulfilled from Location B because Location A is missing moisturizer stock. Shopify won't split fulfill bundles across locations.
Solution: Transfer inventory between locations to ensure complete bundle sets at your primary fulfillment center, or only offer bundles from locations with full component availability.
Here are practical strategies to avoid the "bundle shows unavailable even though you have inventory" problem:
1. Monitor component stock daily during peak selling periods. Set inventory alerts in Shopify at your minimum buffer level (e.g., alert when any component drops below 10 units).
2. Hide standalone products from storefront if they're exclusively for bundles. This prevents standalone sales from depleting bundle capacity. You can still manually create orders for standalone items if needed.
3. Use inventory forecasting to reorder components before they hit critical levels. Shopify provides basic forecasting, or use apps like Inventory Planner for advanced predictions.
4. Create backup bundles with alternative component options. If one product goes out of stock, you can quickly swap it for a similar item rather than taking the entire bundle offline.
5. Communicate clearly on product pages if bundles have limited availability. "Only 15 bundles remaining" creates urgency and sets expectations.
Bundle returns are more complicated than single product returns. You need clear policies that protect your business without frustrating customers. Here's how to handle it correctly.
Most merchants follow an "all items must be returned" policy for bundles. This is the cleanest approach.
Policy example: "Bundle items must be returned together in original condition within 30 days for a full refund. We cannot accept returns of individual items from bundles."
Why this works:
Exception: If an item is defective, offer to replace the defective component or refund the entire bundle. Don't make customers return working products because one item is faulty.
Add return policy information directly on your bundle product page. Don't bury it in your general terms and conditions.
Recommended placement:
Example language for your bundle pages:
"Returns: This bundle includes [X] items sold together as a set. To return this bundle, all items must be returned together in original, unused condition within 30 days of delivery. We cannot process returns for individual bundle components. If any item is defective, please contact us for a replacement or full refund."
Some merchants allow partial returns with a restocking approach. This requires more complex policies and tracking but can improve customer satisfaction.
Policy example: "You may return individual items from this bundle within 14 days. Returned items will be refunded at their individual retail price minus a 20% restocking fee, not at the bundle discount rate."
Example calculation:
Bundle sold for $79 (regular value $109, saves $30). Customer returns one item (serum, regular price $38).
Refund calculation:
The customer keeps the bundle discount on remaining items, but you recoup some margin on the returned component.
When to use this approach: High-value bundles ($100+), premium brands where customer experience is paramount, or bundles where partial use is expected (try different flavors, test products).
When NOT to use this: Gift bundles, low-margin bundles, or products where returns are rare. The operational complexity isn't worth it for most stores.
Holiday bundles are often gifts. The recipient didn't choose the bundle and may want to return it. Make this process smooth.
Include a gift receipt: Shows the bundle contents and your return policy without showing the price.
Extend return windows: Gifts purchased in November/December should be returnable through mid-January. Industry standard is 30 days from Christmas, not from original purchase date.
Offer store credit as default: Instead of refunding to the original payment method (which the recipient doesn't have), offer store credit. This keeps revenue in your store and often leads to higher-value exchanges.
Be flexible on condition: If a gift bundle was opened to see what's inside, that's not "used." Only refuse returns if products show clear signs of use (empty bottles, worn items, etc.).
Here are the most common bundle problems merchants face and exactly how to fix them.
Symptom: You created a bundle in admin but it doesn't appear on your storefront.
Causes and fixes:
1. Sales channel not selected: Edit bundle → ensure "Online Store" is checked under sales channels.
2. Bundle in wrong collection: Check that your collection settings include the bundle. Navigate to Collections → [Collection Name] → verify bundle appears in products list.
3. Bundle inventory shows zero: If any component product is out of stock, the bundle becomes unavailable. Check component inventory levels.
4. Theme template issues: Some themes don't display bundles correctly. Test with Shopify's default Dawn theme to isolate whether it's a theme problem.
Symptom: Bundle sells but component product inventory doesn't decrease.
Causes and fixes:
1. Inventory tracking disabled: Each component product must have "Track quantity" enabled. Check Products → [Component] → Inventory → ensure "Track quantity" is checked.
2. Fulfillment not processed: Component inventory doesn't decrement until you fulfill the order. This is correct behavior—inventory decrements at fulfillment, not at purchase.
3. Multiple location confusion: Inventory is decremented from the fulfillment location, not necessarily your default location. Check the correct location's inventory levels.
Symptom: When trying to add a product to your bundle, it doesn't appear in the search or shows an error.
Causes and fixes:
1. Product ineligible: Review the eligibility checklist earlier in this guide. Most common reasons: digital product, gift card, inventory tracking disabled, or product has required customization fields.
2. Product has too many variants: Products with 100+ variants can have performance issues in bundle creation. Consider creating separate SKUs for bundle-specific variants.
3. Product in draft status: Only active products can be added to bundles. Check Products → [Product] → Status should be "Active."
Symptom: Bundle displays correct price on product page but changes at checkout.
Causes and fixes:
1. Discount codes conflicting: Automatic discounts or discount codes might be applying to bundles incorrectly. Check Settings → Discounts → verify bundle products are excluded from conflicting offers.
2. Tax calculations: Tax is calculated on component products individually, which might differ from expected bundle tax. This is correct behavior but can confuse customers. Consider showing "Taxes calculated at checkout" on bundle pages.
3. Third-party app interference: Pricing apps, upsell apps, or other checkout modifications might be overriding bundle pricing. Disable apps one by one to isolate the conflict.
Symptom: Orders show component products separately, not as a bundle package.
This is correct behavior: Shopify fulfillment always lists component products individually because inventory management happens at the component level. Your warehouse team needs to understand they're fulfilling a bundle, not separate orders.
Solutions:
1. Order notes: Use automated order tagging (via Shopify Flow or third-party apps) to add "BUNDLE ORDER" tags to orders containing bundles.
2. Pick list customization: Customize your packing slips to highlight bundle orders. Many fulfillment apps support this.
3. Pre-pack bundles: For high-volume bundles, pre-pack them as single SKUs in your warehouse. Create a separate "bundle SKU" for picking that represents the pre-packed bundle.
Yes, as long as all products meet eligibility requirements and are fulfilled from the same location. However, coordinate with your suppliers to ensure you can always maintain stock of all components simultaneously. Running out of one supplier's product makes your entire bundle unavailable.
Yes. Enable the "Point of Sale" sales channel when creating your bundle. POS will track inventory correctly—when a bundle sells in-store, component product inventory decrements just like online orders. Make sure your retail staff understands which products are bundled so they don't sell components separately if that would break bundle availability.
By default, yes. Discount codes apply to bundles like any other product. If you want to exclude bundles from certain promotions, edit your discount code settings to exclude specific products or collections. Navigate to Discounts → [Discount Code] → Customer eligibility → Exclude specific products or collections containing your bundles.
You can edit bundle pricing, description, and images anytime without affecting past orders. If you need to change component products, create a new bundle rather than editing the existing one. Past orders reference the original bundle configuration, and changing components retroactively can cause fulfillment confusion. To discontinue an old bundle, mark it as "Draft" status so it's no longer available but past orders remain intact.
Shopify's native Bundles app doesn't support variants of bundles. Each bundle is a standalone product. If you want to offer "Small," "Medium," and "Large" versions of the same bundle concept, create three separate bundle products with descriptive names: "Skincare Bundle - Essentials," "Skincare Bundle - Complete," and "Skincare Bundle - Ultimate." For true bundle variants, you'll need a third-party app.
Yes. Shopify calculates tax for each component product individually based on its tax settings, then sums them for the bundle total. This means a bundle containing taxable and non-taxable items will have tax applied only to the taxable components. This is correct and complies with tax regulations in most jurisdictions. Just ensure each component product has proper tax settings configured.
Shopify counts bundle returns as single return events, not multiple product returns. So returning a 4-item bundle counts as 1 return, not 4. This can actually improve your return rate metrics compared to selling items separately. However, the dollar value of the return is the full bundle price, which may be higher than your average order value.
Yes, but it requires either Shopify Plus (for customer-specific pricing) or third-party apps. Create separate bundles for wholesale and retail, then use customer tags and app permissions to show/hide appropriate bundles per customer segment. Alternatively, use Shopify's B2B features (Plus only) to set wholesale pricing on existing retail bundles.
Setting up product bundles on Shopify doesn't have to be complicated. Follow the decision tree to choose the right approach, verify eligibility requirements upfront, use the native app for standard fixed bundles, and set clear inventory buffers and return policies.
Here's your implementation checklist:
Before you start: Run the eligibility check on all products you want to bundle. Fix any inventory tracking, variant, or product type issues first.
Choose your approach: Native app for fixed bundles, third-party app for build-your-own or advanced features, custom development only if you have unique requirements no app supports.
Set up carefully: Follow the step-by-step process above, paying special attention to inventory settings and component product selection.
Reserve inventory: Calculate how many bundles you want to sell and set aside component stock specifically for bundles to prevent stockouts.
Test thoroughly: Run test purchases, check inventory decrements, and verify fulfillment process works smoothly before promoting bundles to customers.
Document policies: Write clear return policies and display them prominently on bundle pages. Train your customer service team on how to handle bundle-specific situations.
Most bundle issues are preventable with proper setup. The time you invest in getting the configuration right pays off in smooth operations during your busiest selling periods.
Related Guides:
Stop wasting hours troubleshooting bundle issues. Get the complete SOPs, checklists, and templates that walk you through every scenario.
The Shopify Bundle SOP Pack covers setup, inventory management, returns handling, and troubleshooting for every common issue.
Perfect for: Shopify merchants launching bundles for the first time or fixing problems with existing bundle configurations
Get Complete SOP Pack – $37Includes video walkthrough, screenshot-by-screenshot setup guide, and rollback procedures. Works with all Shopify plans.
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