Bundle Pricing Models

A bundle’s pricing model decides two things: how each option’s price is presented, and how those prices roll into the parent. You set it in the Bundle Configuration form on the Bundling tab via Pricing Model — a multi-select, so a bundle can support more than one model at once.

The three models

  • Standard — a single bundle price sits on the parent; the options don’t carry their own line prices.
  • Roll-Up — each option keeps its own price, and they roll up into the parent’s total (the parent’s price is the sum of its options).
  • Itemized — each option shows its own price and the parent line sits at $0 (the value lives entirely on the option lines).

A bundle needs at least one pricing model: the Bundle Configuration form won’t save a bundle with Pricing Model blank. If a bundle is ever saved with no model, Pinion prices it as Roll-Up.

The Bundle Configuration form on the Bundling tab showing the Pricing Model multi-select (Standard, Roll-Up, Itemized) alongside the Bundle marker and Pre-populate All Options
Pricing Model (Standard / Roll-Up / Itemized) lives in the Bundle Configuration form on the Bundling tab — a multi-select; multiple selections surface a toggle for the rep in the configurator.

How option type feeds the model

The option type decides how each option contributes:

  • Component — quantity scales with the parent; it contributes its price × that scaled quantity.
  • Fixed Price Component — quantity scales with the parent, but it contributes a flat fee that doesn’t grow with the bundle quantity.
  • Accessory — quantity is static (doesn’t scale with the parent); it contributes its price × its own quantity.
  • Related Product — a standalone line, priced and edited independently in the QLE.

The option type decides each option’s quantity and its contribution; the model decides where that contribution lands. Under Roll-Up, every option’s contribution (Component, Fixed Price Component, and Accessory alike) rolls into the parent, which carries the dollars, and the option lines save at $0. Under Itemized, each option line carries its own contribution and the parent sits at $0. Under Standard, the parent’s own price is the bundle price and the options add nothing to it. (A discount option is the exception in every model: it always saves as its own negative line.) Only a Related Product keeps its own price under every model, because it’s a separate line.

Bundle discounts

A bundle can carry a bundle-level discount (a percent or amount on the parent) that is distributed across the option lines rather than sitting only on the parent — so each line reflects its share. The exact distribution math (and how it interacts with each model) is covered in Pricing Methods; the key guarantee is that the option-line totals always reconcile to the bundle total.

A locked price rule on the bundle

A locked Pricing Rule that sets the bundle parent’s Sales Price fixes the price of one bundle. The bundle’s total is that price times the bundle’s quantity (for a subscription bundle, the quantity already includes the term). Where the dollars land follows the model:

  • Standard and Roll-Up — the parent’s unit price becomes the rule’s price, and the option lines stay at $0. A discount option still saves as its own negative line, so the bundle totals the rule price × quantity, less the discount.
  • Itemized — the parent stays at $0 and the option lines are re-priced so they add up to the bundle total. Every option’s price moves by the same proportion, so the relative prices the rep configured are kept, and each option is weighted by its line value (its price × its own quantity). A Component that scales with the bundle therefore counts for its full scaled quantity, while an Accessory counts once. Prices are rounded to the cent; the leftover cent or two goes to the option with the smallest quantity, so the total lands exactly. An option priced at $0 stays at $0, and a discount option keeps its own negative line.

For example, an Itemized bundle at quantity 2 with a Component at $400 (scales to 2) and an Accessory at $600 (stays at 1), under a locked rule of $1,000 per bundle, totals $2,000: the Component is re-priced to $571.43 (× 2 = $1,142.86) and the Accessory to $857.14.