Managing & Inserting Product Options & Values

Owned by Barry Carr
Last updated: Oct 06, 2021 by Former user (Deleted)
4 min read

Here you will learn how to create and manage product options and values sets via your administration panel.

 

  1. Insert Option

    1. Insert Standard Option-This inserts an option to the standard options section of the product. When clicking the field for the option name you will be presented with a list of all available existing options in the system, make sure what you need is not already here before creating something new. To add a completely new option simply type what you want in the field, if there is a similar existing option but you want to change the name, this action is performed in the Global Product Options section. 

    2. Insert Additional Option-This inserts an option to the additional options section of the product. Additional options can be hidden or displayed on the cart by default. When clicking the field for the option name you will be presented with a list of all available existing options in the system, make sure what you need is not already here before creating something new. To add a completely new option simply type what you want in the field, if there is a similar existing option but you want to change the name, this action is performed in the Global Product Options section. 

    3. Insert Value

      1. For an option to be created, there must be at least one value present. Values are the choices within an option. IE Coating would be an option and the values would be Uncounted or UV 2 Sides. How the price of a value is calculated by the calculation drop-down on the option.

      2. When adding values make sure to add a No option which should usually be ranked 1 in the order of values and the price should be 0.  

      3. When creating new values it is best practice to add the price at the time of creation. if you have storefronts under your HUB, when a value is created it is copied to all of your storefronts, if you leave the price blank it will convert that product to quotable at the storefront level and require you to reset the store's pricing.  

      4. Leaving price blank, if the price is left blank that option becomes quotable, so if you want to offer pricing on the store for certain quantities and you want certain quantities to be quoted, the quantities you want to be quoted you would leave the price blank. This will work for any value under any option. 

    4. Calculation Method Drop Down

      1. Flat Number -This calculates the price imputed as a flat number. So if 20 is added, it will add $20 to the product cost when selected. 

      2. Cost Per Piece-This multiplies the amount imputed by the quantity so if you put .50 and someone orders a quantity of 100, it would add $50 to the cost of the product when selected. (.50*100=$50)

      3. Area Calculation- The order multiplies by the AREA of the product. This method will multiply the respective tier cost by the width and height dimensions of the product. So if you input a value of 4 and someone is ordering three, 3' x 6' banners the cost would be $216 (3*6*4*3=$216)

      4. Volume Calculation- The order multiplies by the VOLUME of the product. This method will multiply the respective tier cost by the VOLUME of the product. (this is the same as area calculation but intended for products that have 3 dimensions like width x height x depth)

      5. ^Percent of Base- The product is marked up as a percent of the BASE product cost. The base cost of the product is the value listed in the quantity option. So this method adds (or subtracts) the percentage of the cost designated for the selected quantity value. So if you have a cost of 50 from the quantity option and the percent of base value is set to 50 it would add $25 (or 50% of $50) to the cost of the product when selected. (50*50%=$25) Percent of Base values can also be negative numbers to reduce cost.

      6. ^Percent of Total- The product is marked up as a percent of the TOTAL product cost. This method up-charges (or discounts) the price of the product by the designated percentage with all options selected. This form of calculation can only be used once on a product.

      7. ^Cost Per M- The entered amount is divided by 1000 and then multiplied by the quantity. So, you if you input 25 in a Cost Per M value, someone who orders a quantity of 500 would see $12.50 added to the cost of the product. (25/1000*500=$12.50)

      8.  ^Cost Per Piece - Number of Pages- Designed for multipage document printing, values entered using this calculation method will be multiplied by the selected number of pages on the product page. Entered values are used to calculate the multiplier for multi-page orders. The Cost Per Piece - Number of Pages calculation is generally used with the Number of Pages option, but can be used with other option categories as well. Adding a Number of Pages option category to your product will automatically initiate a popover window to facilitate the automatic generation of the designated set of value entry fields whose values will be used for pricing the product based on the number of pages selected by the customer.

        ^NOTE these calculation methods are not available on the Quantity option category.

    5. Set-Up-You can add a set-up fee to any option value. A set-up fee will always be a flat number, so it 25 is add as set-up it will add $25 to the cost of the product when selected. 

    6. Enable/Disable Values-When values are disabled they are not available on any stores, if all values within an option are disabled the option is also disabled. 

    7. Show/Hide Value-When values are hidden they are not displayed on the main store or any Auto-push storefronts, if an option is enabled but not displayed Manual Push storefronts can display the option

    8. Delete-You can delete an entire option or just a value within an option. be careful when deleting options, if you delete an option that has been used within an order and that customer goes back to place a re-order they will not be able to. 



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