Bundles

Bundles let you group catalog articles into reusable templates so you do not have to add every line item manually each time you set up a new contract. BlueRockTEL offers two types: classic bundles for fixed, predictable packages, and smart bundles for dynamic packages whose content depends on user-provided inputs.

Classic Bundles

A classic bundle is a saved list of articles organised into three billing categories:

• Initial — one-time charges such as setup fees or hardware
• Recurring — periodic subscriptions billed every billing cycle
• Licence — licence fees (typically billed annually)

When you apply a classic bundle to a customer folder, all three categories are inserted at once. You can then adjust quantities, prices, or descriptions on the individual lines before saving.

Creating a classic bundle

1. Go to Configuration → Catalog → Bundles and click New bundle.
2. Give the bundle a name and an optional comment for internal reference.
3. Save, then open the bundle to add items. Use the Add button in each category section (Initial, Recurring, Licence) to attach articles from your catalog.
4. For each item you can override the quantity, the selling price, the buying price, and the description. Leaving a field blank inherits the value from the article's catalog definition.

Tip: Build one bundle per standard offer (e.g. "VoIP starter pack", "Fibre Internet 500 Mbps"). Over time, you will cover the bulk of your recurring contracts without manual entry.

Applying a classic bundle to a folder

Open the customer folder, navigate to the billing section, and use the Insert bundle action. Select the bundle from the list — all articles from all three categories are immediately added to their respective sections. Adjust quantities or prices as needed before confirming.

Smart Bundles

A smart bundle replaces a static list with a short form. The user fills in a few fields (number of users, type of service, bandwidth, etc.) and the system automatically resolves which articles to add, at what quantity, and at what price. This removes guesswork and prevents omissions on complex or variable contracts.

When to use smart bundles over classic bundles

Step 1 — Create the smart bundle

Go to Configuration → Catalog → Smart Bundles and click New. Enter a name and an optional description, then save. The bundle is created in active state by default; uncheck Active to hide it from the application list without deleting it.

Step 2 — Define form fields (Fields tab)

Fields are the inputs the user fills in when applying the bundle. You can drag them to reorder. Three field types are available:

Number field Accepts any numeric value. Use this for quantities such as number of users, bandwidth in Mbps, or number of SIP channels. The value can be referenced in item rules to drive quantities or trigger thresholds.

Select field Presents a dropdown list of predefined options. Each option has a label and a value, and can optionally point to a specific catalog article. Use this when the user must choose between a fixed set of alternatives (e.g. "Basic / Standard / Premium", or a router model).

Item select field Presents a dropdown populated directly from your catalog (with optional filters). Use this when the user picks an article themselves — for example, choosing which phone model to include in the contract.

Field names must be unique within the bundle and may only contain letters, digits, and underscores (e.g. nb_users, bandwidth_mbps). They are used internally to wire fields to item rules.

Step 3 — Configure item rules (Items tab)

Three types of item rules control what gets added when the bundle is applied. They can be combined freely.

Fixed items

Added unconditionally every time the bundle is applied. Optionally, their quantity can be driven by a Number field instead of a static value.

Threshold items

Added when a Number field's value meets a defined condition. Use threshold items to select the right article based on a range — for example, choosing a different router depending on the contracted bandwidth.

Example with group key: You have three thresholds for a router article, group key router, direction ≥:

• Threshold 10 → Entry router
• Threshold 50 → Mid-range router
• Threshold 100 → High-capacity router

If the user enters 60 Mbps, thresholds 10 and 50 both qualify. The group key logic picks the highest qualifying threshold (50), so the mid-range router is added — not both.

Parametric items

Their quantity is driven by a Number field at runtime. The article to add can come from three sources:

Set Condition to Skip if zero to omit the line entirely when the Number field value is 0 or empty.

Step 4 — Customer file columns (optional)

The Customer file columns tab lets you pre-fill metadata fields on the customer file when the bundle is applied (for example, a contract title or a descriptive text). This is optional and rarely needed for standard bundles.

Step 5 — Apply a smart bundle to a customer folder

1. Open the customer folder and navigate to the recurring billing section.
2. Click Add Smart Bundle and select the bundle from the list.
3. Fill in the form fields. A live pricing preview updates as you type, showing the resolved articles and estimated totals (initial, recurring, margin).
4. Review the preview, then click Apply to insert all resolved lines into the folder.

Classic vs Smart: summary

Next steps

Once bundles are set up, see Folders & Configuration to learn how customer folders are structured and how billing sections work.