FatStax Support SiteFatStax for iPad Stacks and BundlesWhat are Bundles and how can I create one?

What are Bundles and how can I create one?

Bundles are sets of content that each user can create and manage within the app.

For example, you can create a Bundle of your most frequently sent items or multiple items related to a special promotion or product line. You can also use Bundles to prepare for specific meetings or presentations so that you do not have to search for items, you just open your bundle and work within that. Unlike a Stack that cannot be resent after emailed, Bundles remain active so that you always have access to them to edit, add to a Stack, or just keep them handy for easy access to popular items.

1. Tap the Stack button to access the Bundle list

Tap the Stack button to access the Bundle list

2. Tap the New Bundle Button and Name your Bundle - you are now in "Bundle Mode"

WIth the app in Bundle mode, you can search and browse just like in Live Mode so that you can find the items that you want to add to bundles.

Tap the New Bundle Button and Name your Bundle - you are now in "Bundle Mode"

3. Add items to your Bundle by tapping Done and returning to the Main Screen

Add items to your Bundle by tapping Done and returning to the Main Screen

4. Find items by browsing or searching and then tap Add to Bundle

Repeat this until you have added all the items you want to the active Bundle.

 

Find items by browsing or searching and then tap Add to Bundle

5. Leave Bundle Mode by tapping Return to Normal Search Mode

You must explicitly exit Bundle Mode in this way.

Leave Bundle Mode by tapping Return to Normal Search Mode

6. Once finished, Open the Stack Page and tap your Bundle on the left side - The items you added will appear in the Items table

Once finished, Open the Stack Page and tap your Bundle on the left side - The items you added will appear in the Items table

7. Now you can add that Bundle to a Stack for sending to customers

Select "Add This Bundle to A Stack" and select the the name or date of the Stack to add the Bundle to.

Now you can add that Bundle to a Stack for sending to customers

8. The Items from the Bundle will be added to the Stack which can now be emailed

The Items from the Bundle will be added to the Stack which can now be emailed

9. You can also Create a new Stack with a Bundle (a handy shortcut)

You can also Create a new Stack with a Bundle (a handy shortcut)

10. In addition, you can Create a Bundle from a sent Stack

This is really handy once you see that you are sending a lot of the same stacks.

In addition, you can Create a Bundle from a sent Stack

11. Editing Bundles

You can edit existing bundles by tapping on the specific bundle to activate it. Then, use the item table to edit existing items or return to the main page to add new items.

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