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Global Settings Overview

BundlesIQ provides store-level settings that control how bundles are processed across your entire shop. Individual bundles can override some of these settings.

Accessing Settings

  1. Navigate to BundlesIQ > Settings in your Shopify Admin sidebar
  2. Review and configure each section below
  3. Click Save to apply your changes

Settings Reference

Default Handling Mode

Setting Description Default
default_handling_mode Controls how orders are visually transformed when a bundle is detected "hybrid"

Options:

Value Label Behavior
"hybrid" Hybrid Bundle line stays at $0; components added with prices
"reporting" Reporting Bundle line stays at full price; components added at $0
"operational" Operational Bundle line removed; only priced components remain
"parent_only" Parent-Only (BOM) — Beta Bundle line stays at full price; no component lines added; component inventory is reserved behind the scenes

Individual bundles can override this setting. See Handling Modes Explained for a detailed comparison.

Processing Scope

Setting Description Default
processing_scope.mode Whether to process all orders or only orders matching specific tags "all"
processing_scope.include_tags Tags that qualify an order for processing (when mode is "tagged_only") Empty
processing_scope.exclude_tags Tags that should always skip processing, regardless of mode Empty

Processing scope mode options:

Value Label Behavior
"all" All Process every order
"tagged_only" Tagged only Process only orders matching the include tags

Use tagged-only processing if you want BundlesIQ to process only wholesale or B2B orders. Add a tag like wholesale to the include list, and only orders with that tag will be transformed.

Order Types

Setting Description Default
process_orders Process standard Shopify orders true
process_draft_orders Process Shopify draft orders true

Enable both if you handle B2B workflows through draft orders and standard DTC orders through the online store.

Sync Settings

Setting Description Default
sync_bundle_inventory Automatically update the ghost SKU's inventory based on component stock levels false
sync_bundle_retail Automatically update the ghost SKU's retail price when component prices change (component-led pricing only) true

These are store-level defaults. Each bundle can override these settings individually.

3PL Protection

Setting Description Default
tpl_protection.enabled Master toggle for 3PL protection features true
tpl_protection.processing_tag Tag applied while BundlesIQ is processing an order "BIQ_PROCESSING"
tpl_protection.ready_tag Tag applied after successful processing "BIQ_READY"
tpl_protection.error_tag Tag applied when processing fails "BIQ_ERROR"
tpl_protection.use_hold_alias Also apply a merchant-configurable hold alias tag false
tpl_protection.hold_alias_tag Custom hold tag name for 3PL compatibility "ON-HOLD"
tpl_protection.use_ready_alias Also apply a merchant-configurable ready alias tag false
tpl_protection.ready_alias_tag Custom ready tag name for 3PL compatibility "READY_TO_SHIP"
tpl_protection.use_fulfillment_holds Place Shopify-native fulfillment holds during processing true

See 3PL Integration Guide for detailed setup instructions.

Writer Options

Setting Description Default
line_merge_mode How to handle duplicate component variants across multiple bundles on the same order "merge"
group_bundle_lines Visually group component lines under their bundle false
add_bundle_headers Add header lines to identify bundle groups on the order false
bundle_header_template Template string for the header line (supports {bundle_title} placeholder) "Bundle: {bundle_title}"
max_added_lines Safety limit on the maximum number of line items BundlesIQ can add to a single order 499
enable_variance_absorber Automatically correct small rounding differences (a few cents) during price allocation true
variance_absorber_max_cents Maximum total variance (in cents) the absorber will correct per order 30
variance_absorber_max_cents_per_line Maximum variance (in cents) the absorber will apply to any single line item 10

Line merge mode options:

Value Label Behavior
"merge" Merge (default) When multiple bundles on the same order share the same component variant, quantities and discounts are merged into a single line item. Uses a weighted average discount calculation
"isolate" Isolate Each bundle's components stay as separate line items, even if they share variants. This keeps each bundle's components visually distinct on the order
"duplicates" Duplicates Allows duplicate variant lines on the order (uses allowDuplicates: true in the Order Edit API). Use this when you need each bundle instance to have its own independent line items

Retry Settings

Setting Description Default
retry_settings.enabled Automatically retry failed bundle processing true
retry_settings.max_attempts Maximum number of retry attempts after initial failure 1
retry_settings.cooldown_minutes Minimum time between retry attempts 5

Error Handling

Setting Description Default
error_handling.append_to_notes Write error summaries to Shopify order note attributes false
error_handling.include_warnings Include warnings (not just errors) in order notes false

Default Pricing Configuration

Setting Description Default
default_pricing_config.mode Default pricing strategy for new bundles "bundle_led"
default_pricing_config.bundle_led_strategy Default discount strategy for bundle-led pricing "uniform_percent"

Pricing mode options:

Value Label Behavior
"bundle_led" Bundle-led The bundle's selling price drives the discount allocation across components
"component_led" Component-led Component prices are summed to determine the bundle price

Bundle-led strategy options:

Value Label Behavior
"uniform_percent" Uniform percent The same percentage discount is applied to every component
"proportional" Proportional Discount is distributed proportionally based on each component's retail price

This sets the initial pricing configuration when creating a new bundle. You can change it per bundle.

Parent-Only (BOM) Settings

These settings apply only when the handling mode is "parent_only":

Setting Description Default
parent_only_settings.reserve_timing When to reserve component inventory: on order creation or on order payment "orders/paid"
parent_only_settings.location_strategy Which location to use for inventory reservations "fulfillment_order_location"
parent_only_settings.single_location_id The specific location ID to use (only when location strategy is "single_location") None

Reserve timing options:

Value Label Behavior
"orders/paid" orders/paid (recommended) Component inventory is reserved when the order is paid. Reduces the risk of reserving stock for orders that are never completed
"orders/create" orders/create Component inventory is reserved immediately when the order is created. Use this if you need to lock stock as early as possible (e.g., limited-edition products)

Location strategy options:

Value Label Behavior
"fulfillment_order_location" Fulfillment order location (recommended) Uses the location assigned to the order's fulfillment order. Works well for multi-location setups
"single_location" Single location Always reserves from a specific location. Useful if all assembly happens at one warehouse

Bundle-Level Overrides

The following settings can be overridden on individual bundles:

  • Handling mode — Set to a specific mode or leave as "Use store default"
  • Inventory sync — Enable or disable per bundle
  • Retail sync — Enable or disable per bundle
  • Pricing configuration — Fully customizable per bundle

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