Create options and values

Before you start

Staff who can create and edit quotes can add values, subject to price and cost permissions. Other option settings can remain view-only.

For measured pricing, see Option pricing and stock. For size entry, see Dimensions.

Create the option

1. 1

   Step 1: Open Add option

   Go to Settings›Products›Options. Choose Active, then click Add option.

   The creation dialog opens. Add option is not shown while viewing archived options.

2. 2

   Step 2: Name the option

   Enter Internal name, such as Fabric. It can contain up to 75 characters.

   Use Shown to customers for a different label, up to 50 characters. Leave it blank to reuse the internal name.

   The dialog shows the name staff will manage and the label customers will see.

3. 3

   Step 3: Choose its type

   Choose Type. The initial choice comes from Product defaults, so check it before creating the option.

   For Fabric, choose Swatch. Leave Track inventory for this option off unless each value is stocked and purchased separately.

   

4. 4

   Step 4: Create the record

   Click Add option. Option created confirms the save, and the option page opens.

   Values and prices come next. Rules between choices belong in a bundle, rather than the shared option itself.

Add values and presentation

The figures you enter here are shared defaults. Each template can override a value’s price, cost or lead time without changing that shared default. Templates without an override continue to use the shared figure.

1. 1

   Step 1: Add the choices

   Click Add value and enter Sage Velvet. Add Oat Linen as another value.

   Set Default price, Default cost and Lead time where needed. A zero price reads Included; a zero cost reads Free.

   An empty cost is unknown. A new value starts at a lead time of Same day (0 days); enter the extra days the choice adds.

   

   For lead-time calculations and template overrides, read Set up lead times. Templates can override these shared starting values.

2. 2

   Step 2: Add an image or color

   Choose Upload image for a value, or choose its Colour for a Swatch option. PNG, JPG and WebP images can be up to 5 MB.

   Use Replace image or Remove image when needed. The value row shows its selected image or color.

   Add Description (online) when a choice needs explanation on the storefront. Keep it within 160 characters.

3. 3

   Step 3: Tidy the value list

   Use Move up or Move down to change the order. Clear Search values before reordering.

   Open a value's menu for Rename for customer, Use the value name again or Delete value. The last remaining value cannot be deleted.

   Search appears after 10 values, and the table shows 10 rows per page. Each option can hold up to 500 values.

4. 4

   Step 4: Review the option page

   Check What the customer sees, including Customer label and Help text under the field. Review In these bundles and Used by for existing connections.

   Default look online is covered in Fine-tune options online. Class name supports styling the options block.

   

5. 5

   Step 5: Save the option

   Click Save. The app confirms Option saved.

   Number, Dimensions and Text options have one settings row instead of selectable values. Their dedicated guides explain the fields for those types.

   Warning

   Changing a Dropdown or Swatch to another type removes its values and the rules and prices pointing at them when saved. Placed orders keep their records.

   

   The confirmation says how many values will be removed and how many templates offer the option. Choose Change the type or Keep it as it is.

Archive or restore an option

1. 1

   Step 1: Archive the option

   Save or discard current changes. Open More actions, choose Archive option, and read the affected bundle and template counts.

   Click Archive when ready. The option stops appearing on new orders and products and remains in the list as Archived.

   

2. 2

   Step 2: Restore the option

   Return to Options, choose Archived, and open the option. Choose More actions > Restore option.

   The option returns where it was used. Archiving does not delete its template attachments, and there is no permanent delete control.

What happens next

Put the option into a bundle or attach it while creating a template. A shared option alone does not automatically reach a template.

New values follow each template's rule: Offered straight away or Added but not offered. Review that rule before expanding a widely used option.

Saved order lines keep their sold values and prices. A warranty exception backed by an archived option becomes named whole-product coverage; see Coverage exceptions.

If something goes wrong