How to Add Product Options

Product options represent choices that typically affect the product’s price, such as size, quality level, or support tier. Adding product options is a three-step process:

• Create a list of choices on the Product Options page.
• Link those choices on the Product Details page.
• Enter unique billing info, including price, for each option.

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Access product options

1. Log in to the Upmind dashboard.
2. Access it from the dashboard by clicking on Store Catalogue.

3. You can also click Settings and select the Product Catalogue tile under Products and Promotions.

4. Open the Product options tab.

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Creating option categories

1. Create categories to group related options.
2. Click Add New > Product options category.

3. Provide a unique category name.
4. Enable subcategories. (Optional)
5. Add internal descriptions (hidden from customers).

6. Choose whether to allow customers to select multiple options at once.

7. Click Create.

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Adding product options

1. Select the options category.
2. Open the three-dot menu > Add product option.

3. Verify or change the category.
4. Check boxes to keep visibility checked for staff and customers.
5. Enter option name and description.
6. Click Create.
7. Repeat to add additional options.

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Editing options

1. Go to the Product Options tab and select a category.
2. View the options within that category.
3. Click the three-dot icon to edit or delete an option.

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Limit order quantity for options

This setting controls the maximum quantity a client can buy per product option. By default, there’s no limit, but enabling it lets you set a purchase cap.

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Setting bulk order permissions for product options

By default, customers cannot change order quantities for product options. To enable bulk orders:

1. Select Yes to allow quantity changes on the order page.

2. Select Yes, in multiples of and enter a number to set the minimum order quantity and increment steps. (Optional)

On the order page, customers must order at least the minimum quantity, adjusting quantities up (▲) or down (▼) in the specified increments, using the arrows.

3. Click Save after making changes.

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Setting billing for options

1. Go to a product option and click the three-dot menu > Edit.

2. On the option detail page, select Product option billing.
3. Enter price, currency, and term.
4. Save changes.

5. Repeat for other options.

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Linking options to products

You can link options to an existing product on the Product details page.

1. Navigate to Products tab.
2. Expand the category and select the product.
3. Click the three-dot menu > Edit to open product details.

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Edit the current product price

When adding options to a product, make sure its base price is set correctly. This prevents pricing errors in the client’s basket.

1. On the Product Details page, click Product Billing.
2. Check the price.
3. If it’s not zero, change it to zero and click Save.
4. Once the price is zero, proceed to the next step.

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Add options

1. Click the Product Options menu link.

2. Click Manage.
3. Select the category with the options you want to add.
4. Check the boxes next to the desired product options.
5. Click Save at the bottom.

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To edit or remove options

1. Click Manage.
2. Click the red circle to remove an option.
3. Click Save.

Upmind will then display the options on the product options page.

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Customer view

The customer page shows each product option with its price, plus the placeholder price (zero). On the Basket page, customers can:

• Click Details to view the chosen product option.
• Click Edit to change the product option.