Navigate to: Admin > Products > Bundles
What You Need to Know
Static bundle items always appear as $0 on invoices.
This is expected behavior, not an error. The fixed bundle price is charged instead of individual item prices.
Sales tax is not calculated on static bundles.
If your clinic relies on sales tax calculations for bundled items, use a regular bundle instead.
Bundle type cannot be changed after the first save.
Once a bundle is saved as regular or static, the toggle is permanently locked. If you need a different type, duplicate the bundle and configure it before saving.
Editing a bundle does not update invoices that already contain it.
Invoices keep the line items exactly as they were when the bundle was added. If the bundle has already been added to an active invoice, you will need to edit that invoice directly.
Bundle Types
There are two types of bundles in Shepherd: regular and static.
| Regular Bundle | Static Bundle |
Pricing | Individual item prices add up to the total | Fixed total price; individual items show as $0 |
Sales tax | Calculated per item | Not calculated |
Revenue tracking | Per item, by category | Entire bundle tracked in one assigned product category |
Discounts | % or $ per line item | Client discount, Pet Assure, or custom discount |
Nesting | Can contain regular or static bundles | Can only contain regular bundles |
Identified in search by | "(Bundle)" label in parentheses  | Three-block icon  |
Type change after save | Not allowed | Not allowed |
Which Bundle Type Should I Use?
Use a regular bundle when you need item-level pricing, item-level revenue reporting, sales tax calculation, or visibility into each product and service on the invoice.
Use a static bundle when you want to charge one fixed price for the full bundle and do not need individual item prices to appear on the invoice.
Choose carefully before saving. Bundle type cannot be changed after the first save.
Regular Bundles
Regular bundles are a group of products and/or services where individual item prices add up to the bundle total. To create a regular bundle, keep the Static Price Bundle toggle off.
Regular bundles calculate the total using each product's base price multiplied by the selected quantity. This ensures accurate per-item pricing contributions on invoices.
Individual items in a regular bundle can also be added and billed independently, unless they have been hidden from treatment search.
Regular Bundle Discounts
You can add a % or $ discount to any line item when creating or editing a regular bundle. Custom line item discounts override any client discount or Pet Assure discount when the bundle is invoiced.
Static Bundles
Static bundles are a group of products and/or services sold at a single fixed price, regardless of individual item prices. To create a static bundle, turn the Static Price Bundle toggle on.
Static bundle items appear as $0 on invoices because the overall bundle price is charged instead. This is the expected behavior for static bundles, not an error.
When creating a static bundle, you assign a single product category to the entire bundle. All revenue for the bundle's line items is tracked in that category. Sales tax is not calculated on static bundles.
Static Bundle Discounts
When creating or editing a static bundle, you can configure Client discount eligibility, Pet Assure discount eligibility, or a custom discount.
Reporting Considerations for Static Bundles
Static bundle revenue is tracked to the single product category assigned to the bundle. Because individual items inside a static bundle appear as $0 on invoices, item-level revenue reporting will not reflect revenue for those included products.
If your clinic needs revenue to report under each individual product or service category, use a regular bundle instead.
Inventory and Bundles
Bundling a product does not change how it tracks inventory. Inventory-tracked items in a bundle are deducted from inventory based on the quantity administered, just as they would be outside a bundle.
Static bundle pricing only affects how prices display on the invoice. All line items show as $0, but inventory tracking remains intact.
Creating a Bundle
To create a new bundle, click Add New on the right side of the Bundles screen.
Enter a descriptive name under Name. Your team will use this to identify the bundle in estimates and invoices.
Click Add Product.
Start typing the name of the product you want to add.
Click the product (or press Enter if it is highlighted).
Repeat for all products you want to include.
Set minimum and maximum quantities as needed.
Set quantities and doses as needed.
Click Save.
You can also create a new bundle directly from an estimate.
Hide from Treatment Search: If you want certain items to only be invoiced through a bundle, enable the Hide From Treatment Search setting on the product or service item. When enabled, staff cannot find or add the item to an invoice independently — but it can still be configured inside a bundle in Admin.
Nesting Bundles
Nesting bundles allows you to place one bundle inside another. This is useful for products that appear together across multiple bundles — for example, a standard injection bundle that is included in each of your surgery bundles. Edits to a nested bundle apply automatically wherever it is nested.
To nest a bundle, select it from the Add Product dropdown on the Bundle Edit page.
Nesting Rules for All Bundles
Shepherd supports only one level of nesting. A bundle that already contains a nested bundle cannot itself be nested inside another bundle.
A single item cannot appear in a bundle more than once, including via a nested bundle. If a conflict exists, Shepherd displays a warning.
Nested bundles can only be edited from their original bundle edit page, not from within the parent bundle.
When editing a bundle, the edit page shows which parent bundles contain it as a nested bundle.
Nesting Rules for Regular Bundles
Regular bundles can contain either regular or static nested bundles.
If a regular nested bundle is inactivated or deleted, its items are added to each parent bundle as individual line items.
Nesting Rules for Static Bundles
Static bundles can only contain regular nested bundles. Static bundles cannot be nested inside other static bundles — when two static bundles are nested, both compete to set the final price, which causes pricing to break. A static bundle can be nested inside a regular bundle.
If a static nested bundle is inactivated or deleted, the bundle and its items are removed from every parent bundle it was nested in.
Editing a Bundle
To edit a bundle, click the Edit icon under Actions.
You can edit a bundle even if it has already been added to estimates or invoices. Updates apply going forward but do not affect invoices where the bundle has already been added. Existing invoices keep the line items exactly as they were when the bundle was first added.
If you need to correct a bundle on an existing active invoice:
Open the invoice.
Remove or cancel the incorrect line item.
Add the correct items before checkout.
Note: bundle type (regular or static) cannot be changed after the first save. The toggle is permanently locked once the bundle has been saved for the first time.
Duplicating a Bundle
To duplicate a bundle, click the Duplicate icon under Actions (to the far right of the bundle you want to duplicate). Duplicated bundles are fully editable, including bundle type and included items. The duplicate is not created until you save it.
Deleting a Bundle
To delete a bundle, open the bundle and click the red Delete button in the upper right corner of the screen.
Frequently Asked Questions
Why do items in my static bundle show as $0 on the invoice?
Static bundle items show as $0 on invoices because the overall bundle price is charged instead of individual item prices. This is the expected behavior for static bundles, not an error. If you need item-level pricing and revenue tracking on invoices, use a regular bundle instead.
Can I change a bundle from regular to static after saving?
No. Once a bundle is saved as regular or static, the bundle type cannot be changed. The Static Price Bundle toggle is permanently locked after the first save. To get a different bundle type, duplicate the bundle — duplicated bundles are fully editable, including type, before the first save.
Why isn't a bundle appearing in the Add Product dropdown when I try to nest it?
A bundle may not appear in the nesting dropdown for one of these reasons:
The bundle you are trying to nest already contains a nested bundle (Shepherd supports only one level of nesting)
The bundle contains a product that already exists in the parent bundle
You are trying to nest a static bundle inside another static bundle (not supported — only regular bundles can be nested inside static bundles)
The bundle is inactive
Check each condition and update the bundle or parent bundle configuration accordingly.
Can I edit a bundle that has already been used in an estimate or invoice?
Yes. You can edit a bundle at any time, even after it has been used in estimates or invoices. However, edits to a bundle do not update invoices that already contain it. Existing invoices keep the line items exactly as they were when the bundle was added.
If you need to correct an item on an active invoice, open the invoice, remove or cancel the incorrect line item, and re-add the correct items before checkout.
Can I use a bundle to create prescriptions or prescription labels?
Bundles cannot be added directly to the Rx tab or the P section of a SOAP to generate prescriptions or prescription labels. The estimate workflow is required.
To get bundled prescription items into the Rx tab:
Add the bundle to an estimate for the patient.
Within the estimate, use the Rx toggles next to each item to select which items should appear in the Rx tab.
Once the estimate is approved and imported into the SOAP, prescription items will flow into the Rx tab and remaining items will appear in the P tab.