Bundles & Families

Bundles & Families gives Shopify reporting stable business concepts even when the catalog contains many variants or inconsistent naming. Families let you analyze related items as one group, while bundle definitions let you track combinations customers buy together without changing what is sold in Shopify.

Navigation: Open Shopify → Bundles & Families.

Understand the two tabs

Bundles defines product combinations that should be tracked together.
Product Families groups related products or variants under a shared business label.

Set up families first when bundle definitions will refer to them.

Create a Product Family

Create a family when several products or variants should answer one business question—for example, treating every size of the same product line as one group in a report.

Open Product Families.
Select the add action.
Enter a clear family name.
Add one or more matching conditions using the options shown.
Include or exclude conditions carefully.
Preview or test matches.
Save only when the matched products are correct.

Prefer stable identifiers such as approved SKU patterns or selected catalog products. Broad text rules can capture unrelated products.

Create a Bundle

Create a bundle definition when you want to repeatedly measure a product combination, whether it is an existing offer or a combination you are evaluating.

Open Bundles.
Select the bundle constructor.
Enter a recognizable name and applicable dates when requested.
Choose the bundle strategy shown for your business case.
Add products, SKUs, or families to the bundle components.
Run the backtest or preview.
Review matching and non-matching examples.
Save the definition.

A definition organizes reporting; it does not necessarily create or edit a purchasable bundle in your store.

Recompute bundle results

Recompute applies your current business definition to historical synchronized orders so reports reflect the latest rules. After changing a family or bundle definition, use Recompute. The page shows progress and whether results may be stale.

Avoid editing the same rules while recompute is running. Review the new result before making another broad change.

Manage saved rules

Use edit for controlled changes. Archive or disable a definition when you want to preserve history without using it for current matching. Delete only after reviewing reports and definitions that depend on it.

Troubleshoot bundles and families

A family matches too many products

Narrow its conditions and add an exclusion. Preview again before saving.

A known order does not match a bundle

Check the order’s exact product, variant, SKU, quantity, and date against the saved definition, then confirm recompute completed.

Reports show stale results

Look for a staleness indicator, run recompute once, and wait for completion.