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Option sets provide extra configurations for customers to use while checking out and adding a product in the cart. Every product can now have unlimited options attached to them. Every option set (color, size, etc.) may have unlimited amounts of options.
Note: There are 2 types of options: 'Basic' and 'Advanced'
Basic options such as text or swatches can control inventory.
Advanced options such as text boxes, text areas, radios and chckboxes, file uploads can not control inventory.
Create Option Set
First step, is to create the option set. This is the general overall set such as Color, Size, Dimensions, etc. You may enter a specific label for these that customers would see as well.
Also select which type of option set this will be, some of these choices are basic option sets, others are advanced option sets. Some option sets such as file uploads can only contain one option, the file upload. While others such as checkbox systems or radio buttons can have unlimited choices under them.
If you select Advanced Option Set types, you can control whether the option will be required by the customer or not. Basic option sets are always required because they can control inventory.
Advanced Option Set types also allow you to enter an error message tha the customer would see describing the field if not entered. When you make an option required, you should display a message if the user tries to add it to their cart without selecting the option.
Basic Combo: Simple pulldown that can control inventory as well.
Basic Image Swatch: Image upload that displays images the user can select from.
Advanced Combo: Simple pulldown that can have advanced price and weight adjustments.
Advanced Image Swatch: Images the user can select from and have advanced price and weight adjustments.
Advanced Text Input: A single input text area for collecting customer information.
Advanced Text Area: A larger multi-line text area for collecting customer information.
Advanced File Upload: A customer file upload where customers can upload images or files with the product request.
Advanced Radio Group: A collection of choices that the user may only select one answer at a time.
Advanced Checkbox Group: A collection of choices that the user may select mutliple answers at a time.
Advanced Quantity Grid: a grid display of each option allowing customer to enter quantities for each option. Great for mass product additions to cart.
Advanced Date: use the date component to add date options for a product, great for customers selecting a scheduled class or session.
Advanced Dimensions (Whole Inches): Selecting this option set will allow customers to enter inches height and width. There are no decimals or fractions of an inch in this dimension option, just 2 text boxes for entry. The total is calculated per square foot and placed into the cart.
Advanced Dimensions (With Sub Inches): Selecting this option set will allow customers to enter inches and also provide sub-inches in fractions, such as 1/8, 1/4, 1/2, 3/4, etc. The total is calculated per square foot and placed into the cart.
Create and Edit Option Set Items
Once the option set is created, you must enter items in this option set by selecting 'Edit Option Set Items'. You will be given a screen like that above. You may select the button to 'Create New Option Item'.
Option Item Name: What is displayed to the users in the option choice
Option Item Order: You can change these values to arrange the order of the options appearance.
Option Item Model Number Extension: You can add a custom exstension and it will appear at the end of your products model number, separated by a '-' dash.
Allow Product Download: Usually checked, but this option lets you decide if this option allows the user to download a downloadable product or not. Useful for 'Ship to Me' or 'Download Product' option sets.
Disable Product Shipping: Usually unchecked, but this option lets you decide if it will count toward shipping or not. Useful for products that are 'Ship to Me' or 'In Store Pickup'.
Option Item Price Adjustment: There are three types of price adjustments you can set for this option item.
1. Basic Price Adjustment - Will add or subtract to the price of each item they put in the cart.
2. One Time Price Adjustment - Will add or subtract one time to the product regardless of how many are in the cart.
3. Override Price Adjustment - Will clear the total cost of the product and replace with this if selected.
Option Item Weight Adjustment: There are three types of weight based adjustments you can set for this option item.
1. Basic Weight Adjustment - Will add or subtract to the weight of each item they put in the cart.
2. One Time Weight Adjustment - Will add or subtract one time to the product regardless of how many are in the cart.
3. Override Weight Adjustment - Will clear the total cost of the product and replace with this if selected.
Option Swatch Image: If you are using a swatch type option, you can upload a small square image in .jpg format for the product. Makes a great way to display color or size swatches that are selectable, rather than a standard combo drop down.