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  1. Xenegrade
  2. Understanding the Data
  3. Bundles

Bundles

Bundles are courses grouped to meet one of the following goals:

  • Corequisites: Require registration of all the courses in the bundle if any one of the courses is added to the cart.
  • Subrequisites: Require registration of all the "Required" courses in the bundle if any one of the "Primary" courses is added to the cart.
  • CrossSelling:  Suggest other courses based on the course detail being displayed.
  • Pricing: Create a set of courses that can easily be registered for at the same time and have a bundled price differently than each of the individual courses.
  • Product Links:  Link recommended products to courses that display on the course detail page and can easily be added to the cart at the same time as the displayed course.

When purchased, the individual course sections and/or products are recorded as usual via Client Assignment records.  Client Assignments are tracked if purchased as part of a bundle. 

  • From the WebReg module, the bundle purchase process is mostly automated based on the selections of the client. 
  • From the Admin module, bundles are manually entered based on selections of the user.

Navigation

Release 3:     Main Menu »» Services »»  Bundles

Release 2:     Main Menu »» Selects A-D »» Bundles

Applies To:    Enterprise

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Corequisite and Subrequisite Bundles

Corequisite and Subrequisite Bundles are grouped courses that require clients to register for additional courses based on the courses already in their cart.

  • Corequisite: Requires registration of all the courses in the bundle if any one of the courses in the bundle is added to the cart.
  • Subrequisite: Requires registration of all the "Required" courses in the bundle if any one of the "Primary" courses in the bundle is added to the cart.
  • If the client adds a course to their cart that has Corequisites and/or Subrequisites, the cart [Submit] button is disabled until all the bundle requirements are met.
  • If the client adds a course to their cart that has Corequisites and/or Subrequisites AND other required courses are not available to register, the client will not be able to register for the course.
  • If a Course Display (before adding to the cart) has Corequisites and/or Subrequisites AND there is also a bundle for CrossSelling and/or Product Links, only the Corequisites/Subrequisites list will display.  CrossSelling and Product Link bundles will not display.  This restriction prevents the course display page from displaying too much information that may confuse the client.
  • A maximum of 10 courses can be added to the bundle.

Creating a Corequisite Bundle

  • Go to Main Menu »» Selects »» Bundles.
  • Click the [New] button in the blue toolbar.
  • Type: Select "Corequisite".
  • Title: Enter a unique title for this bundle.  This field is not displayed in the WebReg module visible to the client.
  • Modules: Select WebReg.  (The Admin module is not yet available as an automatic element of this function)
  • Start/End Dates:  Enter a start and/or end date if the bundle is active.  These dates are optional and should only be used when creating a bundle that has a specific active date range.  Leave these dates blank if the bundle is always active.
  • Description:  Optional description of the bundle and any related notes.  This field is not displayed in the WebReg module visible to the client.
  • Purpose:  This field will always default to "Bundle" and cannot be altered.
  • Save the Bundle record.
  • While in View mode of the bundle, go to the [Courses] tab.
  • Click the [New] button to the upper right to add Courses to the bundle.  Up to five courses can be added at a time. The courses will all be set to "Required".  The selection is for Courses, not Sections.  However, all the available Sections will display for the client to register.
  • Click the [Submit] button.
  • To add more courses, repeat using the [New] button until all the courses are in the bundle.
  • To delete a course from the bundle, click the delete [X] button in the row of the course to remove.
  • When done, the bundle is automatically enabled via the WebReg module.

Creating a Subrequisite Bundle

  • Go to Main Menu »» Selects »» Bundles.
  • Click the [New] button in the blue toolbar.
  • Type: Select "Subrequisite"
  • Title: Enter a unique title for this bundle.  This field is not displayed in the WebReg module visible to the client.
  • Modules: Select WebReg.  (The Admin module is not yet available as an automatic element of this function)
  • Start/End Dates:  Enter a start and/or end date if the bundle is active.  These dates are optional and should only be used when creating a bundle that has a specific active date range.  Leave these dates blank if the bundle is always active.
  • Description:  Optional description of the bundle and any related notes.  This field is not displayed in the WebReg module visible to the client.
  • Purpose:  This field will always default to "Bundle" and cannot be altered.
  • Save the Bundle.
  • While in View mode of the bundle, go to the [Courses] tab.
  • Click the [New] button to the upper right to add Courses to the bundle.  Up to five courses can be added at a time. The selection is for Courses, not Sections.  However, all the available Sections will display for the client to register.
  • Primary/Required:  Set the value of this field to "Primary" for the courses that trigger the Subrequisite courses.  Set the value of this field to "Required" for the courses that are the required Subrequisite courses.  Example: There exists a biology course that has a required lab.  The biology course is Primary, and the lab is Required.
  • Click the [Submit] button.
  • To add more courses, repeat using the [New] button until all the courses are in the bundle.
  • To delete a course from the bundle, click the delete [X] button in the row of the course to remove.
  • When done, the bundle is automatically enabled and enforceable via the WebReg module.

CrossSelling Bundles

CrossSelling Bundles are grouped courses that are suggested other courses based on the course display page the client is viewing.

  • A list of suggested course titles displays at the bottom of the course display page when a client is viewing the details of a course section.  The list includes links that when clicked will redirect the client to the Search Results page with all the course sections matching the course the client clicked.
  • Only "Offered" courses will display.
  • If the client views any course/product in the bundle, the rest of the bundle will display as a suggestion.
  • There are no requirements and/or restrictions on the client based on courses in their cart.
  • If a Course Display (before adding to the cart) has Corequisites and/or Subrequisites AND there is also a bundle for CrossSelling and/or Product Links, only the Corequisites/Subrequisites list will display.  CrossSelling and Product Link bundles will not display.  This restriction prevents the course display page from displaying too much information that may confuse the client.
  • A maximum of 10 courses or products can be added to the bundle.

Creating a CrossSelling Bundle

  • Go to Main Menu »» Selects »» Bundles.
  • Click the [New] button in the blue toolbar.
  • Type: Select "CrossSelling".
  • Title: Enter a unique title for this bundle.  This field is not displayed in the WebReg module visible to the client.
  • Modules: Select WebReg.  (The Admin module is not yet available as an automatic element of this function)
  • Start/End Dates:  Enter a start and/or end date if the bundle is active.  These dates are optional and should only be used when creating a bundle that has a specific active date range.  Leave these dates blank if the bundle is always active.
  • Description:  Optional description of the bundle and any related notes.  This field is not displayed in the WebReg module visible to the client.
  • Purpose:  This field will always default to "Bundle" and cannot be altered.
  • Save the Bundle.
  • While in View mode of the bundle, go to the [Courses/Products] tab.
  • Click the [New] button to the upper right to add Courses and/or Products to the bundle.  Up to five courses/products can be added at a time. The selection is for Courses and Products, not Sections.  However, all the available Sections will display for the client to register.
  • Always/Other: This setting allows for cross-selling suggestions to always display or display as an alternative to course sections when registration is not available. Set the value of this field to "Always" if the suggestion should always display despite the registration status of the course.  Set the value of this field to "Other" if the suggestion should display only when the registration status of the course is not "Registration Available".
  • Click the [Submit] button.
  • To add more courses, repeat using the [New] button until all the courses are in the bundle.
  • To delete a course from the bundle, click the delete [X] button in the row of the course to remove.
  • When done, the bundle is automatically enabled via the WebReg module.

Products Link Bundles

Product Link Bundles are grouped products that are suggested for purchase based on the course display page the client is viewing and allow for the client to add the product to the cart at the same time as the course section.

  • A list of suggested product titles displays after the course section fees at the bottom of the course display page when a client is viewing the details of a course section.
  • There are no requirements and/or restrictions on the client based on courses in their cart.
  • Products with approval codes or waiting lists will not display in the list.
  • Only "Required" fees will be included.  If a suggested product has variable fees, the variable fees are not available for selection.  It is not recommended to add products with variable fees to this bundle type.
  • If a Course Display (before adding to the cart) has Corequisites and/or Subrequisites AND there is also a bundle for CrossSelling and/or Product Links, only the Corequisites/Subrequisites list will display.  CrossSelling and Product Link bundles will not display.  This restriction prevents the course display page from displaying too much information that may confuse the client.
  • A maximum of 10 courses or products can be added to the bundle.

Creating a Product Bundle

  • Go to Main Menu »» Selects »» Bundles.
  • Click the [New] button in the blue toolbar.
  • Type: Select "Product".
  • Title: Enter a unique title for this bundle.  This field is not displayed in the WebReg module visible to the client.
  • Modules: Select WebReg.  (The Admin module is not yet available as an automatic element of this function)
  • Start/End Dates:  Enter a start and/or end date if the bundle is active.  These dates are optional and should only be used when creating a bundle that has a specific active date range.  Leave these dates blank if the bundle is always active.
  • Description:  Optional description of the bundle and any related notes.  This field is not displayed in the WebReg module visible to the client.
  • Purpose:  This field will always default to "Bundle" and cannot be altered.
  • Save the Bundle.
  • While in View mode of the bundle, go to the [Courses/Products] tab.
  • Click the [New] button to the upper right to add Courses and/or Products to the bundle.  Up to five courses/products can be added at a time. The selection is for Courses and Products, not Sections.  However, all the available Sections will display for the client to register.
  • Primary/Required:  Set the value of this field to "Primary" for the courses that trigger the Products courses.  Set the value of this field to "Required" for the Products that are suggested.  Example: There are three different computer courses where the same optional guidebook is available.  The three computer courses are Primary, and the guidebook is Required.  In this case, the "Required" status means required to display but does not require the client to purchase.
  • Click the [Submit] button.
  • To add more courses or products, repeat using the [New] button until all the courses/products are in the bundle.
  • To delete a course or product from the bundle, click the delete [X] button in the row of the course/product to remove.
  • When done, the bundle is automatically enabled via the WebReg module.

Pricing Bundles

Pricing Bundles are a set of courses that can easily be registered for at the same time.  Bundled pricing also allows for each course to be priced differently than each of the individual courses.

  • An optional separate menu is available to display the Pricing Bundles list on the WebReg module.
  • A client can select the course sections from the available list when viewing the bundle details.  If one or more course sections are not available for registration, the bundle will display but cannot be purchased.
  • A list of Pricing Bundles will display after the course section fees at the bottom of the course display page when a client is viewing the details of a course section that is also in a Pricing Bundle.
  • There are no requirements and/or restrictions on the client based on courses in their cart except that the same course section cannot be in the cart more than one time per client.
  • A client must be signed into their account to add a bundle to their cart.
  • A client may add a bundle for a Member.
  • When a client inserts a bundle into their WebReg cart, the fees displayed are the fees tagged as bundle fees.  These will also be the fees recorded in the client invoice.  These fees may differ based on Client Fee Group, if enabled, and could change display once a client logged into the WebReg module and/or adds a bundle to the cart of a Member based on the Fee Group assigned to the bundle and client, if any.
  • When adding a pricing bundle to a cart, the maximum quantity that a client can purchase will always be = 1 even if the course section allows a quantity greater than one.
  • If a client chooses to remove one of the bundled course sections from their WebReg module cart, the entire bundle will be removed due to possible pricing differences.
  • The Bundle Search and Bundle Detail pages each have user-defined Instruction Boxes available.
  • A maximum of 10 courses can be added to the bundle.
  • Course Section Fees can be set to contain a different fee for the bundled courses using the [Target Fee] field in Course Section Fees.
  • Restrictions on Pricing Bundles and Course Sections in Pricing Bundles:
    • Waitlist course sections will not display for possible registration and could prevent the purchase of a bundle if one or more of the courses are not available.
    • Approval Codes are ignored.
    • Variable Fees are ignored.
    • Prerequisites and sequences are ignored.
    • Discounts are ignored.
    • Minimum Payment option is ignored.
    • Quantity option is ignored.
    • RegFees are ignored.
    • Course Section level refund and cancellation policies are ignored.
    • Third Party Vendor courses cannot be included.
    • Calculation Method will always be Per Quantity based on Quantity = 1.
    • Fee Group is based on registration date rather than course section start date due to multiple start dates.

Creating a Pricing Bundle

  • Go to Main Menu »» Selects »» Bundles.
  • Click the [New] button in the blue toolbar.
  • Type: Select "Pricing".
  • Title: Enter a unique title for this bundle.  This field is not displayed in the WebReg module visible to the client.
  • Modules: Select WebReg.  (The Admin module is not yet available as an automatic element of this function)
  • Start/End Dates:  Enter a start and/or end date if the bundle is active.  These dates are optional and should only be used when creating a bundle that has a specific active date range.  Leave these dates blank if the bundle is always active.
  • Description:  Optional description of the bundle and any related notes.  This field is not displayed in the WebReg module visible to the client.
  • Purpose:  This field will always default to "Bundle" and cannot be altered.
  • Save the Bundle.
  • While in View mode of the bundle, go to the [Courses] tab.
  • Click the [New] button to the upper right to add Courses to the bundle.  Up to ten courses can be added at a time. The selection is for Courses, not Sections.  However, all the available Sections will display for the client to register.
  • Record a Revenue Item and Fee for each Course added.
  • Click the [Submit] button.
  • To add more courses, repeat using the [New] button until all the courses are in the bundle.
  • To delete a course from the bundle, click the delete [X] button in the row of the course to remove.
  • Choose files or drag and drop files