Product Quantity Rules for Mix and Match Bundles

Overview

Product Quantity Rules define the technical conditions customers must satisfy when selecting products within a Mix and Match bundle step. The rule engine dynamically restricts step progression or item selection based on either Cart Quantity (total count of selected items) or Cart Amount (total monetary value of selected items).

Core Logic & Functionality

1. Rule Types & Hierarchy Scope

Quantity rules operate at two distinct structural tiers within the bundle flow.

• Step Rules: Applied universally across all products contained within a specific step.
• Category Rules: Applied selectively to products grouped within a specific category inside a step.

2. Operators & Conditions

When setting up either a Step Rule or a Category Rule, you can select from three exact comparison operators:

• is greater than or equal to: Customer must meet or exceed the designated threshold to move to the next step.
• is less than or equal to: Customer cannot exceed the designated threshold. Adding items beyond the limit is blocked.
• is equal to: Customer must select the exact target quantity or amount. Under-selection blocks step advancement; over-selection blocks item addition.

Note: Steps can also be configured with No Rules, allowing unrestricted selection.

Configuration Steps

1. **Open Bundle Configuration:**Bundle List.

Navigate to your list of Mix and Match bundles, locate the required bundle, and click the Edit (pencil icon) button.

2. **Navigate to Rules Section:**Bundle Setup.

Inside the Bundle Setup interface, select the Config tab and locate the Rules panel.

3. **Define Rule Parameters:**Config Tab.

Choose between a Step Rule or Category Rule:

• Select the rule condition base: Cart Quantity or Cart Amount.

• Select the operator: is less than or equal to, is greater than or equal to, or is equal to.

• Enter the numerical target value (e.g., 2).

4. **Save Configuration:**Admin Panel.

Save your settings. Verify the rule behavior using the preview interface to confirm that error prompts trigger under correct conditions.

Constraints & System Validation

Mutually Exclusive Rule Scope
Step Rules and Category Rules are mutually exclusive within the same step. IF a Step Rule is active, THEN Category Rules cannot be applied to that step, and vice versa.

System Validation & Error Handling Logic

• Trigger Point: The system evaluates minimum boundaries (is greater than or equal to or the lower limit of is equal to) when the customer attempts to click Next Step (or proceed to checkout/add to cart). Maximum boundaries (is less than or equal to or the upper limit of is equal to) are evaluated instantly upon item selection.
• Scenario A: Below Minimum Requirement
• • IF the rule requires Cart Quantity is equal to 2 (or greater than or equal to 2),
  • AND the customer has selected 1 item and clicks Next Step,
  • THEN step navigation is blocked, and an error prompt displays indicating that at least 1 more product must be added.
• Scenario B: Exceeding Maximum Limit
• • IF the rule requires Cart Quantity is equal to 2 (or less than or equal to 2),
  • AND the customer currently has 2 items selected and attempts to click/add a 3rd item,
  • THEN the addition action is immediately blocked, and an inline prompt displays stating that only 2 products are permitted in this step.

Need assistance configuring these rules for a complex bundle layout? Reach out to our technical support team through the in-app chat widget, and we'll help get your bundle conditions running smoothly!

Updated on: 06/10/2026