Articles on: Mix & Match Bundle

How to Configure the Summary Panel in the Mix & Match Bundle Editor

The Summary Panel is an important part of the Mix & Match Bundle page.
It helps customers review their selections, understand pricing information, and complete their purchase.
The Summary Panel can display:

  • Selected products
  • Product quantities
  • Product prices
  • Subtotal, discount, and total
  • Bundle progress information
  • Add to Cart button


Summary Panel Is Pre-configured by Templates

When you create a Mix & Match Bundle from a template, the Summary Panel is usually already configured.
In most cases, you do not need to add or configure it from scratch.
You can customize the Summary Panel based on your needs, including:

  • Layout
  • Display information
  • Purchase behavior
  • Text
  • Default products
  • Additional elements
  • Styling
Tip:

Most merchants only need to adjust the default Summary Panel settings provided by the template.
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Summary Panel Layout Types

uShopAid provides two Desktop Summary Panel layouts:

  • Summary sidebar
  • Summary footer

The main difference is the page layout:

  • Summary sidebar: Side-by-side layout
  • Summary footer: Vertical layout

[IMAGE: Add summary section showing Summary sidebar and Summary footer options]


Summary sidebar

What is Summary sidebar?

Summary sidebar uses a side-by-side layout.
The Summary Panel appears next to the ProductList.
Example:

+----------------------+----------------+
|                      |                |
|    Product List      | Summary Panel  |
|                      |                |
+----------------------+----------------+

It is commonly used for:

  • Desktop Bundle pages
  • Stores with enough horizontal space
  • Showing products and the Bundle summary together

It can display:

  • Selected products
  • Product quantity
  • Product price
  • Subtotal
  • Discount
  • Total
  • Add to Cart button

[IMAGE: Summary sidebar storefront preview]


Summary footer

Summary footer uses a vertical layout.
The Summary Panel appears below the ProductList.
Example:

+----------------------+
|                      |
|    Product List      |
|                      |
+----------------------+

+----------------------+
|    Summary Panel     |
+----------------------+

It is commonly used when you want:

  • More space for ProductList
  • A full-width product browsing area
  • The purchase area displayed below products

It can display:

  • Selected products
  • Total price
  • Add to Cart button
  • Bundle status information

[IMAGE: Summary footer storefront preview]


Desktop and Mobile Display Behavior

The Summary Panel uses different display behaviors depending on the device.


Desktop

Desktop supports:

Summary sidebar

The Summary Panel appears next to the ProductList.

The Summary Panel appears below the ProductList.


Mobile

Mobile uses a unified Summary display.
The Summary Panel always appears at the bottom of the Bundle page.
The Desktop layout choice does not change the Mobile Summary behavior.
Example:

Desktop:

Summary sidebar
→ Side-by-side layout

Summary footer
→ Bottom layout


Mobile:

Summary Panel
→ Bottom of Bundle page

[IMAGE: Mobile Summary Panel displayed at the bottom]


Bundle Type Differences

Available Summary Panel features depend on the Bundle template.


Single Box

Single Box contains only one fixed Box.
Therefore, it does not include:

  • SummaryBoxSelector
  • Box selected by default
  • Boxes sequence
  • Box change behavior

Customers only configure products inside the current Box.


Multi Box

Multi Box supports multiple Boxes.
Example:

3-pack
5-pack
8-pack

Multi Box supports:
SummaryBoxSelector
which allows customers to switch between different Boxes.
When customers switch Boxes:

  • Box capacity updates
  • Product quantity limits update
  • Bundle pricing updates

[IMAGE: SummaryBoxSelector]


SummaryBoxSelector (Multi Box Only)

SummaryBoxSelector is a component used to switch between different Boxes in a Multi Box Bundle.
It can be added to supported locations on the Bundle page, including:

  • Page top
  • Above ProductList
  • Summary Panel
  • Other supported positions

For long Bundle pages, merchants can add multiple SummaryBoxSelector components so customers can switch Boxes without scrolling back.
Example:

Bundle Page

SummaryBoxSelector

Product List

(Many products)

Summary Panel

SummaryBoxSelector

Total

Add to Cart



Multiple SummaryBoxSelector Configuration

You can add multiple SummaryBoxSelector components to the same Multi Box Bundle page.
Each SummaryBoxSelector can have its own:

  • Default selected Box
  • Box sequence
  • Visibility
  • Styling

The only shared setting is:
Box change behavior
It controls the Bundle-level Box switching logic.


Box selected by default

Controls the default Box selected in this SummaryBoxSelector.
Example:

Default:
5-pack


Boxes sequence

Controls the Box display order.
Example:

3-pack
5-pack
8-pack
Recommended practice:

Although each SummaryBoxSelector can have its own default Box and sequence, we recommend keeping them consistent across multiple selectors on the same Bundle page to avoid confusing customers.
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Box change behavior

This setting is shared by all SummaryBoxSelector components.
It controls what happens when customers select more products than the current Box allows.


Require customer to select a larger box

Customers need to manually select a larger Box.
Example:
Current Box:

3-pack

Customer selected:

3 products

When adding another product:

Limit reached

The customer needs to manually switch to:

5-pack

[IMAGE: Limit reached example]


Automatically upgrade to the next available box

The system automatically switches to the next available Box.
Example:
Current:

3-pack

Customer adds the 4th product:

3-pack
↓
5-pack

[IMAGE: Automatic Box upgrade example]


Visibility

Each SummaryBoxSelector can independently control:

  • Desktop visibility
  • Mobile visibility

Example:
Top selector:

Desktop:
Show

Mobile:
Hide

Summary selector:

Desktop:
Show

Mobile:
Show


Styling

Each SummaryBoxSelector has independent styling settings.
You can customize:

  • Box option style
  • Selected state
  • Border
  • Background
  • Spacing
  • Typography
  • Custom CSS


Configure When the Summary Panel Appears

Go to:
Summary Panel → General
Find:
When to display the Summary Panel


Show on page load

The Summary Panel appears immediately when customers open the Bundle page.
Recommended for:

  • Bundles where customers should immediately see the purchase area


Show after at least one product is added

The Summary Panel appears after customers add at least one product.
Recommended for:

  • Cleaner page layouts
  • Avoiding an empty Summary Panel

[IMAGE: When to display the Summary Panel setting]


Included details

Included details controls what information appears inside the Summary Panel.


Panel Info

You can control:

  • Title
  • Subtitle
  • Progress bar
  • Discount messages
  • Selected items quantity


Title

Displays the Summary title.
Example:

Your bundle


Progress bar

Displays Bundle completion progress.
Useful for:

  • Build a Box
  • Multi-step Bundle


Discount messages

Displays discount-related messages.
Example:

Add more items to unlock discount


Selected items quantity

Displays the current selected item count.
Example:

3 items added


Products

Controls product information displayed in the Summary Panel.
Options:

  • Product name
  • Product price
  • Product added quantity
  • Quantity selector
  • Variant name (if any)


Pricing summary

Pricing summary controls displayed pricing information.
Options:

  • Subtotal
  • Discount
  • Total


Mobile summary - collapsed state

Controls what information appears when the Mobile Summary is collapsed.
The available options depend on the enabled fields in:
Pricing summary
Example:
If Pricing summary includes:

  • Subtotal
  • Discount
  • Total

then Mobile summary - collapsed state can display:

  • Subtotal
  • Discount
  • Total

If only Total is enabled:
only Total is available.
[IMAGE: Pricing summary and Mobile summary collapsed state]


Product slot

Product slot displays the customer's Bundle selection progress.
It helps customers understand:

  • How many products have been selected
  • How many selections remain
  • Whether they are close to unlocking the next discount level

Product slot is available for:

  • Single Box
  • Multi Box
  • Build a Box
  • Buy More Save More


Product slot and tiered discounts

When the Bundle uses percentage-based tiered discounts, Product slot can display discount milestones.
Example:

2 items → 5% off

4 items → 10% off

Product slot may display:

1   -5%   3   -10%

[IMAGE: Product slot showing percentage discount milestones]


Note:

This discount milestone display is mainly available for percentage-based discounts.
For other discount types, such as:

  • Fixed amount off
  • Fixed price
  • Free gift

the Product slot display may be different.
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Selected products display

Controls how selected products are displayed.
Options:

  • Grouped by product list
  • Single list


Grouped by product list

Displays products grouped by Product List.
Useful for:

  • Multiple Product Lists
  • Multi-step Bundles

The displayed name comes from:
ProductList → General → Advanced → Display name


Single list

Displays all selected products in one list.
Useful for:

  • Simple Bundles
  • Single-step selection flows


Skip cart page

Controls what happens after customers click Add to Cart.


Go to cart page

Flow:

Bundle
→ Cart page
→ Checkout


Skip cart and go directly to checkout

Flow:

Bundle
→ Checkout


Text Settings

Text settings allow you to customize Summary Panel text.
You can edit:

  • Title
  • Add to cart button label
  • Subtotal label
  • Total label
  • Discount label
  • Selected items quantity
  • Free label


Global Text Reference

Some text fields include a:
{}
button.
Clicking it allows you to reference Global Text.
Example:

{{ summary_panel.add_cart_button.text }}

This means the text value comes from the corresponding Global Text setting.
Using Global Text helps you:

  • Manage text across multiple Bundles
  • Avoid repeated edits
  • Maintain consistent translations

[IMAGE: Text field with Global Text button]


Dynamic Variables

Text fields also support dynamic variables.
Examples:

{{total}}

Displays the current Bundle total.
Example:

Add to Cart · {{total}}

Displays:

Add to Cart · $89.23


{{selected_item_count}}

Displays selected item quantity.
Example:

{{selected_item_count}} items added

Displays:

3 items added


Other commonly used variables:

  • {{discount_value}}
  • {{subscription_discount_value}}
  • {{remaining}}
  • {{box_price}}
  • {{current_step_number}}
  • {{total_step_number}}
  • {{current_step_added_quantity}}
  • {{current_step_required_quantity}}
  • {{product_list_name}}
  • {{product_list_display_name}}


Pre-selected products

Pre-selected products automatically add selected products to the Bundle when customers open the page.
Useful for:

  • Recommended combinations
  • Starter Bundles
  • Improving initial shopping experience

Customers can still modify their selections.


Additional Elements

Summary Panel supports additional elements:

  • Subscription widget
  • Leave a note


Subscription widget

Subscription widget allows customers to choose subscription options.
Supports:

  • One-time purchase
  • Subscribe and Save

Useful for:

  • Consumable products
  • Replenishment products

You can configure:

  • Subscription app
  • Subscription plans
  • Purchase options
  • Text
  • Styling

[IMAGE: Subscription widget settings]


Leave a note

Leave a note allows customers to provide additional information.
Useful for:

  • Gift messages
  • Custom requests
  • Delivery instructions

Leave a note is a container component.
Example:

Leave a note
    └── Text Area Field

Supports:

  • Conditional logic
  • Visibility
  • Styling

[IMAGE: Leave a note component]


Styling

Summary Panel supports independent styling customization.
Depending on the component, you can customize:

  • Title
  • Product image
  • Product title
  • Product variant
  • Product price
  • Quantity selector
  • Delete icon
  • Subtotal
  • Discount
  • Total
  • Button
  • Divider
  • Border
  • Background
  • Custom CSS


Frequently Asked Questions

Do I need to add a Summary Panel manually?

Usually no.
Templates already include a default Summary Panel configuration.


Why does my Summary Panel look different from the demo?

Different templates may use different configurations:

  • Summary sidebar
  • Summary footer
  • SummaryBoxSelector (Multi Box)


Why can't I see SummaryBoxSelector?

SummaryBoxSelector is only available for:
Multi Box
Single Box does not include Box switching.


Why is Discount not available in Mobile summary - collapsed state?

Check:
Pricing summary
and make sure Discount is enabled.
Mobile summary options depend on the enabled Pricing summary fields.


Why do I see Limit reached when adding products?

If:
Box change behavior → Require customer to select a larger box
is enabled, customers need to manually switch to a larger Box.


Why does the system automatically switch Boxes?

If:
Box change behavior → Automatically upgrade to the next available box
is enabled, the system automatically upgrades to a suitable Box.


Summary

The Summary Panel is a key part of the Mix & Match Bundle shopping experience.
Templates usually include a default Summary Panel configuration.
Merchants can customize:

  • Summary sidebar / Summary footer
  • Desktop and Mobile display behavior
  • Product information
  • Pricing information
  • Mobile collapsed display
  • Product slot
  • Global Text references
  • Dynamic variables
  • Pre-selected products
  • Subscription widget
  • Leave a note
  • Multi Box SummaryBoxSelector
  • Styling

A well-configured Summary Panel helps customers better understand their Bundle selections and complete purchases more easily.

Updated on: 21/07/2026

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