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Product Options

Akhil S
  • Updated

Product option is drop down for users to select from when ordering items. Size and color are the most common examples of product options.

A few notes on store level product options:

  • Product Options are first created at the store level and then manually imported into the individual products. 
  • New stores have two product options pre-loaded, which are size and color.  These options can be modified or deleted as needed.
  • Changing a store level product option will not automatically change options already copied to existing product. These will need to be updated individually, at the product level.
  • You would use the option type to indicate what "type" of option is being configured. (e.g. "color" for a Color option, "size" for a Size option, and "general" for all other types).

Article Sections

Add Store Level Product Option

  1. Access the Products & Categories Page.
  2. Click into the Product Options section.
  3. Click the New Product Option button
  4. Name - Enter the product option name, which will appear in the Admin dashboard.
  5. Friendly Name - Enter the product option name, which will appear on the store front.  
  6. Create - Click to save.

Store Level Option Setup

  1. Click the pencil (edit) icon for the option you want to edit.
  2. Click into the Option Setup section. 
  3. Name - Enter the product option name, which will appear in the Admin dashboard.
  4. Friendly Name - Enter the product option name, which will appear on the store front.  
  5. Price Modifier - Enter an upcharge for this entire product option, if needed. This upcharge will be added to the product base price, when this option is selected by the shopper. You can add individual sub-option upcharges later in the process.  
  6. Option Type - Places this option into one of the following categories. This is used on the Custom Report, which has separate columns for each option type.
  • Color - Will appear under the color column on the Custom Report.
  • Size - Will appear under the size column on the Custom Report.
  • General - Will appear under the product option column on the Custom Report.

 7. Save Changes - Click to save this product option.

Store Level Sub-Option

  1. Click the pencil (edit) icon.
  2. Click into the Sub-Options tab.
  3. To add a new sub-option, click the New Sub Option button.
  4. Click directly on the word Empty for the new option and enter the product sub-option name.  Click outside the field to save this sub option.
  5. Image - Click the image icon to select the sub-option image from your system. If you need to use an editor to modify these images, please see this tutorial.
  6. Sub-SKU - Enter the code for this sub-option.
  7. Price Modifier - Add an upcharge for the individual sub-option, if needed.  This upcharge will be added to the product base price, when this sub-option is selected by the shopper. 
  8. Actions - Click the red trash can button to delete the sub-option. 
  9. Save Change - Click to save changes to this product option.  

Add Product Level Product Option

Once a product option has been setup at the store level, it can be copied into the products it pertains to.  After the product options are added to the individual products, they can be modified so they are applicable to that product.

  1. Access the Products & Categories page.
  2. Click into the Products tab.
  3. Click the pencil (edit) icon for the product you want to edit (not pictured here).
  4. Click into the Product Options section.
  5. Enable Product Options.
  6. Click the New Sub Option button.
  7. Select the appropriate product option from the Select an Option drop-down menu. If the option you need is not listed, add it to the store level first (click here for instructions).  
  8. Click Add to add this product option.

Product Level Option Setup

Modify the product option for the individual product.

  1. Click the pencil (edit) icon for the product option to set up.
  2. Click into the Option Setup section.
  3. Name - Enter the product option name, which will appear in the Admin dashboard.
  4. Friendly Name - Enter the product option name, which will appear on the store front.  
  5. Price Modifier - Enter an upcharge for this entire product option, if needed. This upcharge will be added to the product base price, when this option is selected by the shopper. You can add individual sub-option upcharges later in the process.  
  6. Option Type - Places this option into one of the following categories. This is used on the Custom Report, which has separate columns for each option type.
  7. Show in Inventory - Track this product option in inventory.
  8. Include in Main Images - Show this product option's images when the product option is selected by the shopper.
  9. Allow Virtual Sampling - Use this product option's images when setting up virtual sample hotspots.  
  10. Show as Thumbnails - Show this product option as a image on the store front, rather than in a list.  
  11. Required Option - The shopper will be required to select an option. 
  12. Multiple Quantity - Allows the shopper to select a multiples of the product option. For example, they can select 3 red shirts, 5 green shirts, 2 yellow shirts.  When turned on for two product options, they will be displayed in a grid format.  Click here for more information on setting up a Product Option Grid. 
  13. Click Save Changes to save the setup.  

Product Level Sub Options

The setup at the product level is the same as at the store level. The only difference is that at this level, you are configuring it for this product only. See Store Level Sub Options for details on each field.  

Product Options on the Custom Report

The Custom Report has three columns for Product Options.  They are as follows:

  • Color - Displays all product options set up with the "color" option type.  
  • Size - Displays all product options set up with the "size" option type. 
  • General - Displays all production options set up with the "general" option type. 

NOTE: The order product options appear in under the custom report is based on what information is input into the "name" field for that product option and uses the following criteria (in this order from #1-#3):

1. Uppercase Letters

2. Alphabetized

3. Lowercase letters

So, for example, if your product options names were "Color", "Size" and "Logos" the order they would be in under the custom report would be "Color" information first, "Logos" information second, and "Size" information third. If "Logos" was input as "logos" for the product option name instead, then the order under the custom report would alternatively be: "Color", "Size", and then "logos." 

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