[New] How does Rules or Conditions work on Mix and Match bundles?

Rules in the Easy Bundle Builder (specifically for the Mix and Match bundle type) dictate the selection flow for customers. They enforce strict criteria—based on quantity, amount, or weight thresholds—that a customer must meet before they are allowed to proceed to the next step, category, or complete the bundle.

1. Accessing Rule Configurations

• Navigate to an existing mix and match bundle builder.
• Click edit.
• Navigate to the build section to configure rules for specific steps.

2. Rule Evaluation Criteria Rules evaluate customer selections based on three threshold types:

• Quantity
• Amount (Price)
• Weight

3. Rule Operators When setting a numerical threshold for the criteria above, the system uses the following operators:

• Greater than or equal to (e.g., must select at least 2)
• Exactly equal to (e.g., must select exactly 2)
• Less than or equal to (e.g., can select up to 2)

4. Step Rules Logic

• IF the builder is configured with step rules, THEN the rule evaluates the cumulative total of products selected within that entire step.
• IF multiple categories exist within that step, THEN the step rule ignores category boundaries (e.g., if the rule is "quantity greater than or equal to two," the customer can pick two items from one category, or one item from two different categories, to satisfy the rule).

5. Category Rules Logic

• IF the builder is configured with category rules, THEN the rule evaluates the selection strictly within individual categories.
• The administrator must define the operator and threshold for each created category independently (e.g., Category A requires exactly 1 item; Category B requires exactly 1 item).

6. Auto-Progression Logic

• There is a UI checkbox labeled: "go to the next section when the rule is met".
• IF this checkbox is checked AND the rule threshold for the current category/step is satisfied by the customer's selection, THEN the app automatically transitions the user interface to the next category or step.

7. Progression Blocking Logic

• IF a customer attempts to proceed (e.g., clicks "next" or attempts to complete the bundle) AND the configured step or category rules are not currently met, THEN the app blocks progression.
• IF progression is blocked, THEN the app generates a localized prompt instructing the user on what is missing (e.g., "add a product from the third category" or "add products from the first step").

Constraints & Edge Cases

• Mutually Exclusive Settings: Step rules and Category rules cannot be active at the same time within a single step. You must choose one or the other.
• Multi-Step Configuration: Rules do not cascade globally. IF a bundle has multiple steps, THEN the rule configurations must be repeated and specifically set up for each individual step to create a complete flow.

Updated on: 02/06/2026