Understanding Nested Bundles
Not only does Shepherd offer a comprehensive bundling feature to making creating estimates and treatment plans simpler, you can now add a bundle within another bundle.
Nesting bundles can be used for situations such as a series of injections that is used in all/most surgeries. Create the injections bundle and nest it in each of your surgery bundles. Editing the injection bundle will apply your changes in each bundle its nested in.
Nesting a bundle within another bundle is easy: your bundles are now and option in the Add Product dropdown on the Bundle Edit page.
There are 2 different types of bundles, regular bundles and static price bundles. Different bundle nesting rules apply for each.
All Bundles:
Shepherd offers 1 level of nesting capabilities (No bundle inception!). Bundles that include a nested bundle will not be an option to nest within another bundle.
A single item cannot appear in a bundle more than once. This behavior is carried over. If the bundle you're nesting has a product that is already in the primary bundle, you will not be able to nest it and vice versa. Appropriate warning messages will guide you on resolving to complete your bundle.
Nested bundles can only be edited from the original bundle edit page
If a bundle that is nested within other bundles is inactivated, the items in the inactive bundle are added to each active bundle it was nested in as individual line items
If applicable, there is a section on the bundle edit page depicting which bundles contain the bundle you're editing as a nested bundle.
Regular Bundles:
You can nest either static or regular bundles within a regular bundle
If a regular bundle that is nested within other bundles is inactivated or deleted, the items in the inactive bundle are added to each active bundle it was nested in as individual line items
Static Bundles:
Only regular bundles can be nested within static bundles (the app doesn't allow static bundles within static bundles)
if a static bundle that is nested within other bundles is inactivated or deleted, the bundle and items are removed from every bundle it was nested in