How to Add Product Options

Sell product choices with different price points. Unlike product attributes, product options normally involve choices with different prices based on variables like quality, quantity, size, and level of technical support, just to name a few.

Adding product options to a catalogue is a three-step process:

• create a list of choices on the Product options page
• link choices on the Product details page
• enter unique billing information (including price) for each option

Suggested approach

This article shows you a simple yet effective way to create a product with multiple options.

• Create a dummy Product options category.
• Add options to that category.

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In this scenario, we offer three Moka pots (different sizes and prices) in an online coffee store.

Creating product options

1. Go to the Upmind dashboard.
2. Click Settings.
3. Click the Products & Services tile.
4. On the Product catalogue page, click the Product options menu tab.

Creating categories

The next step is to create a category. Like a folder, a category holds one or more related product options. If you plan on offering variations now, or in the near future, creating multiple categories for groups of related products is a time-saving approach.

1. Click the Add New button.
2. Select Product options category.

3. On the next screen, enter a unique category name.
4. Check the box if you want to create a subcategory. (optional)
5. Fill in a description. (optional)
6. On the next screen, enter a unique category name.

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The information on this page is for internal use. Customers do not have access to this information.

7. Check the box to allow customers to purchase multiple options at the same time. (optional) The default is No, which is an unchecked box.

8. Click the Create button. Upmind creates a category with zero product options.

Editing options

1. Click the Product options menu tab and select a category. The page displays the options inside the category.
2. Click the three-dot icon to edit or delete a product option.

Adding product options

Now it’s time to add options.

1. Locate your Product options category.
2. Click the three-dot icon.
3. Select Add product option.

4. Verify the category name. Use the drop-down menu to change the category. (optional)
5. Leave the boxes checked (the default setting) to keep the product option visible to staff and customers.
6. Add a product name and description. Customers can see this text on the product options page.
7. Click the Create button.
8. Repeat steps to add options.

Limit Order Quantity for Product Options

This setting lets you control the maximum quantity a client can purchase for a product option. By default, there's no limit. However, if you enable this option, you can restrict the number of products a client can order.

Setting bulk order permissions for product options

You can customize bulk order settings under product options. The default setting is No, which means the customer cannot change the order quantity. To permit bulk orders, select an option and then click Save.

1. Click Yes to enable bulk orders.

• If you select Yes, the customer can change the quantity on the order page.

2. Click Yes, in multiples of and then set the number. (optional). This figure sets the minimum order quantity and the rate of change for bulk orders.

• On the Product order page, the minimum order matches the bulk order setting. In addition, the quantity ordered increases or decreases in increments of the bulk order setting each time a customer clicks the up (▲) or down(▼) icon.

Set billing information

Now that you have saved one or more product options, the next step is to define billing information, which includes price.

1. Go to a product option.
2. Click the three-dot icon.
3. Select Edit.

4. On the Product options detail page, edit product information and add images. (optional)
5. Click the Product option billing menu link.

6. Add a price.
7. Customise currency and term settings. (optional)
8. Click Save.

9. Return to the Product catalogue page.
10. Repeat steps for other product options.

Linking product options

The next step is to link product options to an existing product on the Product details page.

1. Click the Products & bundle menu tab.
2. Expand a category.
3. Select a product.
4. Click the three-dot icon and select edit. The Product details page displays.

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In this example, we add three product options (small, medium, and large Moka pots with different prices) to Moka pot (a subcategory of Accessories).

Edit the current product price

Complete this step to void pricing problems in the client's basket.

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Because you are adding options to an existing product, you are in effect changing an existing product into a placeholder. The placeholder is home for product options. For that reason, it is important to make sure the price of the placeholder is zero. If not zero, the client's basket will not report accurate product prices.

1. On the Product details page, click the Product billing menu link.
2. Check the price.
3. If there is a price, change the number to zero and click Save.
4. When the number is zero, go to the next step.

Add options

1. Click the Product options menu link.

2. Click the Manage button.
3. Click the category which has the options you want to add.
4. Check the box next to each product option you want to display.
5. Click Save at the bottom of the page.

6. Click Manage to edit an option.
7. Click the red circle to remove an option from the product page.
8. Click Save.

• Upmind displays the options on the product options page.

Customer view

The customer page displays each product option and its price. The page also shows the placeholder price (zero).

On the Basket page, the customer clicks:

• Details to see the product option for this purchase
• Edit to select a different product option