Put a product template on your online store

Before you start

New templates take their initial online settings from Defaults for new templates. Changing those defaults does not replace each existing template's choices.

Without catalog permission, Online options opens view-only. The page's controls explain the restriction.

Choose the online mode

1. 1

   Step 1: Open Sales channels

   Open the template from Products. In Sales channels, click Manage.

   The Sales channels dialog opens with the template's online mode and Online options controls.

   

2. 2

   Step 2: Choose what shoppers can do

   Under Online store, choose the mode that fits this product.

   Mode	Intended use
   Not on the online store	Sell it through the order desk and POS only.
   Explore only	Show configuration and price so customers can save or share a design.
   Request a quote	Let customers choose options and request pricing without visible prices.
   Buy online	Allow the supported online ordering route, with optional quote requests.

   Click Done, then save the page. The card shows the saved mode and publication badge.

   While Shopify-cart buying is unavailable, Buy online product pages show Request a quote. The quote cart's separate Place order route can remain available.

3. 3

   Step 3: Read the publication state

   Check whether the card says Not on the online store, Not published or Live on the online store.

   For Not published, read the reason. The template must be active and the store-wide template switch must be on.

   Warning

   While configured Shopify-cart buying is unavailable, collection quick-add or search can add the bare product at its base price without options. Review those theme entry points before offering the product.

   See Online store problems for this route and other missing-option issues.

Set the online options

1. 1

   Step 1: Open Online options

   In the Sales channels dialog, choose Edit online options. If the dialog contains unsaved mode changes, choose Done and save the template first.

   The Online options page opens with Options, Price and lead time, Buttons and Preview.

   

2. 2

   Step 2: Arrange the choices

   Drag option rows by their handles into the order shoppers should use. Open a row to choose Automatic or an available look.

   The new order is the template's option order everywhere, including staff screens. A rule-dependent option cannot be moved above the choice it depends on.

   If a drop is put back, read the reason and preserve the controlling option's earlier position.

3. 3

   Step 3: Choose price and lead-time display

   Under Price and lead time, set Price line under the options to Options and total, Total only or No price line.

   Review Show lead time. It shows the longest duration among selected option values, not the order's full delivery promise.

   For Request a quote, price controls are greyed out because the mode hides prices. This is expected, not a missing permission.

   

   Blank option lead times add nothing to the displayed duration. For vendor build, transfer and delivery calculations, see Set up lead times.

4. 4

   Step 4: Set button wording

   Under Buttons, review Also offer Request a quote. This choice applies to Buy online; other modes explain why it is unavailable.

   Set Request a quote button and Copy design link text if needed. Each accepts up to 40 characters; blank uses its default.

   Share cannot be renamed. Check that button wording still describes what happens when the customer uses it.

5. 5

   Step 5: Check the preview and save

   Try the options in Preview. Confirm required choices, offered values, price treatment and button labels.

   Save the page. The preview itself adds nothing to a cart; a preview quote action reports Preview only: nothing was added.

   If the template is hidden online, the preview shows it as Request a quote. You can prepare its appearance before publishing it.

   For individual looks, staff-only choices and design links, use Fine-tune options online.

Check the product page

1. 1

   Step 1: Open the published product

   From the template header, use the eye labeled View on the online store. It is unavailable until the product is live.

   On Online options, the header link reads View product page when live or Preview product page otherwise.

   The product opens so you can compare the shopper's actual page with the editor preview.

   

2. 2

   Step 2: Check the configured route

   Confirm the options appear above the intended buttons. Choose a valid configuration and check the button wording and destination.

   Allow for catalog sync and Shopify's storefront cache when comparing a recent edit. The live page can lag behind the saved editor.

   Do not use a stale page to conclude the save failed. Check the template's sync state before changing the same settings again.

What happens next

The catalog sync publishes the template's product and option information. A daily check repairs publication drift.

Template pictures go to Shopify on the next sync in their template order. Media added directly in Shopify remains after them.

Online options saves do not create a template Activity row. Record important presentation choices in your team's normal catalog process.

The same storefront settings are available through template CSV import and export.

If something goes wrong