Master Options

overview the product options or master options feature allows administrators to create and manage reusable product options that can be assigned to multiple products across the storefront instead of creating the same options repeatedly for individual products, administrators can configure them once and reuse them wherever needed this centralized approach simplifies product configuration, ensures consistency across products, and significantly reduces the time required to manage product options purpose the purpose of this feature is to streamline the management of product attributes and options by enabling administrators to create a common set of configurable options that can be shared across multiple products using master options, administrators can create product options once and reuse them across multiple products reduce manual effort and eliminate repetitive configuration tasks maintain consistency in option settings and pricing structures configure all possible attributes within a single option set and enable only the relevant attributes for specific products simplify product maintenance and future updates the system supports various pricing methodologies for product options, including fixed pricing formula based pricing multiplier based pricing linear formula pricing no additional pricing additionally, pricing can be configured using range based calculations based on factors such as quantity product area total area number of sheets other configurable measurement criteria this flexibility allows administrators to create complex pricing structures while managing product options from a single, centralized location configuration watch the video tutorial to learn how to create, configure, and assign additional options to products, along with managing their associated settings and actions add product options you can create a new product option from the admin > products > product options > add button here, you need to fill out data for the product option, such as type, weight sets, pricing method, presentation settings, add attributes, and description the description mentioned here will be the same for all the products to which the option will be assigned title and tags the first element is the option title and tags set a suitable title for a product option second, assign suitable tags to the options this will help in categorizing similar product options based on specific criteria, e g , product type wise you can anytime click on the plus icon to add a new tag to add a tag, click the add button, enter the tag name, and save option details just like the product specific additional options, you get to define various settings for the product options type choose the input type for product option – there are various input types available namely radio button, dropdown, checkbox, textbox, additional information textbox, textarea, admin only, upload file, upload cloud file, upload multiple files and date picker weight setting here, define how the product option weight will be calculated multiply with quantity the weight will be multiplied by quantity for example, if the weight entered for attribute 1 is 0 1 and the quantity is 100 the weight will be calculated as – 0 1 x 100 multiple with quantity and area – the weight will be multiplied by product quantity and product area for example – if the weight entered for attribute 1 is 0 1 then the customer orders 100 product quantities with size 3 x 2 5 i e area = 7 5 now, weight = 0 1 x 100 x 7 5 product specific weight – weight will be product specific multiply with sheet – the weight will be multiplied by several sheets for products with no sheet calculation, weight will be multiplied by quantity formula based custom weight calculation formulas can be defined for product options, ensuring accurate shipping charges and cost estimations for variable sized or custom products option key this will be a unique identifier for the product options this will come in handy while assigning the options to product(s) export order group the group data will be used in order export options add product option group from – admin >> product >> product option >> option group price settings price defining method the price calculation is quite versatile we have several pricing options available for product options such as – formula based, multiplier based, or no price at all 1\ no price – do not want to manage any price for this option 2\ formula based – the calculation will be based on the formula as defined this pricing method is quite open you can create a custom formula or choose from the one listed in the dropdown to create any custom formula, use the variables docid\ vnw2cqpww0cwjukhylfpp given in the help button you can anytime add a custom formula, just click on the plus icon and enter the label name for the formula, and then add the formula now, this newly added formula will be available every time you set an option based formula range lookup – when you set the custom formula, you can define how the product option price calculation lookup should be done depending upon the lookup selected you can create ranges (explained later in the document) the lookup can be done based on the quantity, area, sheet, height and width or page number of the product linear formula – the product price for each quantity within a range varies, the price for each quantity will increase in arithmetic progression this will calculate the value of intermediate points between two known values using a formula thus, allowing you to charge customers the same price for each unit (quantity) 3\ multiplier in subtotal – the multiplier value of a specific attribute will be multiplied with the product sub total to get the price at once only a single option multiplier will be applied to the price for example, consider a situation where the multiplier is set in the following manner and these options are assigned to a product– product subtotal $1500 if the customer selects sample option 1 attribute 1 then the price will be $1500 x 1 5 = 2250 if the customer selects sample option 2 attribute 4 then the price will be $1500 x 1 4 = 2100 if the customer selects sample option 1 attribute 2 and sample option 2 – attribute 3 then the total price will be $1500 x 2 = 3000 this means that the system will calculate the price of the option whose sort order is found first if the pricing method is "multiplier in subtotal" 4\ multiplier in the base price – the multiplier value of attributes will be multiplied by the product’s base price to get the final price you’ll get to set a multiplier for each product options attribute while adding attributes for example, consider a situation where the multiplier is set in the following manner, and these options are assigned to a product– product base price $5 if the customer selects sample option 1 attribute 2 and sample option 2 –attribute 3 then the option price will be calculated as $5x 2 + $5 x 1 2 = $17 5 here, the system will calculate the price of all the options if the pricing method is "multiplier in base price" multiple with custom textbox this will list all the product options created as type – textbox choose the option(s) to multiply with the price of attributes how to add prices for product options with price setting – formula based? if the price setting is – formula based , then you’ll be able to add attribute prices for this, click on the $ like symbol on the product options page here, a pop up will appear to define the attribute prices as the range lookup set in option setting is quantity , here you’ll get an intimation stating the ranges should be created based on product quantity this can vary as per your configuration of range look up to set the range, click on the manage range >> add range button now, the next step is to set prices for the ranges for each attribute for each range enter the price all the other option attributes will be listed on the left side you can switch between the attributes and define prices as per the range set presentation settings there are several presentation settings provided for the product options the product options will load with these settings when assigning them to the product, but you’ll have an open room to make changes some important presentation settings are – option label position this setting allows the display of the option label as up and down, side by side, up and down with offset, side by side with offset, or the default position set in the product page layout display above size –this setting will allow you to control the product size, based on the options attribute selected if enabled, then this product option will be listed above the product size dropdown (at the storefront) and allow the creation of option rules to control the size presentation group – if there are product options groups, adding the product option in this group will enhance the look and feel of the price calculator exclude setup cost for reorder this setting allows you to include or exclude the setup cost of product options during reorder action setup attributes of product options in this section add the option’s attributes depending upon the product option’s setting there will be several details to fill option name – the option name to be displayed at the front end key this will be a unique identifier for the product option attribute this will come in handy while assigning product options to products and other internal purposes setup cost – an additional cost added to the product price multiplier – the multiplier on the value of the specific attribute will be multiplied as per the pricing method defined and will be added to the option price weight/material thickness – the "weight" will appear only when the weight setting is set to – multiply with quantity, or multiply with qty and area, or multiply with sheet additionally, the admin will have the provision to enter the material thickness of the specific attributes that will be considerd duing shipping and package calculation production days – days required to finish the printing process and deliver the final product add bulk data for adding multiple attributes for product additional options, just click on the add bulk data button and enter the specified field values separated with a comma, and click on the add button the details added will appear on the main screen product option description this product option description will be displayed according to the presentation settings action buttons along with editing and deleting the details of selected product options, the admin has the provision to manage the attribute price, sync options, and duplicate options attribute price this is a quick link to manage the pricing of the option attributes clicking on this link will redirect the admin to the product option price page, where, depending on the configuration, they can set up the pricing structure sync/assign the sync/assign option allows you to assign the option to products as well as to see how many products the selected product option is assigned to, and also gives you the facility to apply any changes made to all the products to assign any option to products or sync the changes made, click on the sync/assign menu from the actions menu of the respective product options when the option is not assigned to any product, then the screen will offer you to assign the option to applicable products all attributes related to the selected master option are displayed, along with a product selection you simply need to choose the attributes and the products, then save the changes once applied, the attribute will appear in the product’s option listing, making it available for use just like existing attributes after assigning option to any product, if you make any changes in the product option, you need to sync the changes made to the assigned product with the sync here, you can select the settings or attribute configuration to which you have made changes and then choose the products to sync by default, all linked products are pre selected in the dropdown list, giving you the option to apply changes across multiple products quickly however, you can also deselect products where no update is required duplicate if you want to create an option similar to a product option, you can do so using the duplicate action click on the duplicate option from the actions menu will display pop to ask you if you want to duplicate the product options as well as its pricing if yes, you can select both and then save manage stock some product options may require a physical entity, and the admin needs to manage their stock for example, the admin sells banner products to their customers, and it also offers banner stands as an option however, they need to keep the banner stand in stock from the products > product options > manage stock , admin can add the stocks for the physical product options in the system similar to product level stock management, the admin can manage the stock settings, add the stock in bulk using the import feature, and check the history add option stock to add stock for any product options, click on the add/edit button in the top right corner the admin can add the stocks for option, individual attributes, or even option combinations option wise with option wise, the admin can define a general stock quantity for master options and use multipliers for specific attributes for example, with "backdrop banner stand," you can apply a multiplier, e g , 1 for "yes," and leave it blank for the "no" option to adjust stock accordingly attribute wise with attribute wise type, the admin can allocate stock levels to each attribute independently for example, with "grommets," you can apply a multiplier 2 for "2 corner," 4 for "4 corner" to manage the stock for individual attributes accordingly leave the multiplier blank if no stock adjustment is needed for an attribute option combination wise the admin can also control the stock for different combinations of attributes for instance, you can specify 100 units for a small size t shirt and 250 units for a medium t shirt and so on add stock location the location option allows administrators to define the warehouse or stock location from which stock should be managed for a specific product option or attribute using this setting, administrators can assign stock quantities to different warehouse locations for better tracking and stock management when an order is placed, the system deducts the stock from the configured location associated with the selected product option or attribute the same stock deduction process is also applied when an approved quote is converted into an order product filters product filters make it easier to find relevant products quickly by narrowing results based on attributes like color, material, paper type, and top selling status creating product option filters for creating personalized filters, click on the product filters button from the top right corner of the screen and then click on the add button product wise filters enter the title of the filter, e g , “gender” choose the filter type as product wise to create and link the filter options to certain products enable the status of the filter and manage the sort order click on the save and continue button from the add product filter options, add the title for the filter option and then select the products associated manage the status and sort order of the option and then click on the save and back button to add more filter options, click on the add button create options similar to above steps attribute wise filters for creating filters based on product options or attributes, select " attribute wise " filter type after naming your filter the next step is to choose the display type label for displaying the filter option in text format, such as nylon, linen icon for displaying the filter option as icons or images, such as icons for glossy or matte finishing color for displaying the color filter options as color boxes, e g , red, blue, black you can also control the filter’s status and sort order once a filter is created, you can add options to it click on the save & continue button, or from the edit product filter screen, click add select the option from the drop down and then select if this filter should include all the attributes available or specific attributes with specific options, you can rename the attributes, manage their sorting order, and upload the image save the configuration only enabled options will appear on the storefront all filters are listed in the product filters list with details like title, type, and actions to edit or delete this is available only for radio, dropdown, and checkbox types storefront display on the storefront, filters are displayed on the product categories in a collapsible panel customers can search, select, and clear filters, which appear as pills below the product list filters won’t appear if no matching products exist, and they replace the default left sidebar (not available in b2b stores) designer rules here, you can create as many designer rules as required using the product options to create a rule, simply select the product option, select the attribute, and choose settings such as to allow editing on the additional option page, designer studio, or upload center page define the pages and then click on add to save the rule page number – enter comma separated page numbers in sequence to hide pages based on the rule created in designer studio and upload center e g , consider a product with pages as page 1, page 2, page 10 with sequence numbers like 1, 2, 10 and if 3,4 is entered in this field then page 3 and page 4 will be hidden based on the rule created the system will run a check to find the pages falling at the 3rd and 4th position, then whichever page it gets it will hide it note these rules will be overridden if there are any product specific designer rules, i e , any product specific rule will be given priority before product option designer rules options group the steps to create an option group are the same as creating an option group for an individual product studio events the studio events section allows administrators can create commonly used product options and associate them with predefined events (created by onprintshop team) for different personalization and print workflows this helps avoid configuring the same options repeatedly for multiple products finishing finishing events support effects for spot uv, foil color, and foil pages if a product option contains a spot uv attribute and administrators want the spot uv effect to appear in the design preview when selected by the customer, they can bind the option with the corresponding finishing studio event similarly, effects for foil color, and foil pages can also be displayed dynamically based on customer selections real preview material the real preview material studio event supports material color display for 3d gltf preview models within the designer studio administrators can bind different material color options with this studio event to support multiple color variations for a 3d product model when customers select a specific material color option, the corresponding color is automatically reflected in the 3d preview model displayed in the designer studio canvas for canvas products, the admin can bind options such as edge design, image effect, border thickness, split canvas layouts, and frame styles to relevant canvas events if customers select a specific edge design or image effect , the configured canvas event can automatically display the corresponding visual effect within the design studio pattern creator for pattern products, administrators can bind options related to element/image color and background color with their respective studio events when customers select different color options, the corresponding pattern preview is automatically updated within the quick studio document print document print products support multiple studio events that allow administrators to bind options such as page selection , orientation , cover , and color configurations based on customer selections, the document preview and print settings are updated dynamically within the storefront or design studio product option rules we have provided the option to create the rules for the product options to create an option rule, go to the admin >> products >> product options >> option rules (top right corner) here, all the rules created for the product options will be listed you can anytime click on the +add button to create a new rule the steps to create a rule are the same as creating a rule for the product’s additional option for area and specific quantity, we have given text boxes where you can define from and to ranges assign product option to any product after creating product options you’ll require them to assign various products as per requirements to assign product, go to admin >> product >> action menu of any product >> additional options >> assign product options (button) here, all the product options, created will be listed with their attributes you can enable the option status to add to the product also, we have kept checkboxes for each attribute, thus giving you an open room to add the desired option attribute for the product at the hover of various elements, you can see the necessary information required such as option type, option key, etc you can define the sort order of each attribute, thus controlling the display of product options the multiplier shown on this page will be loaded from the product options section you can overwrite this while assigning the option to any product note for every product, the multiplier of the product option and sort order will be considered the one defined while assigning the product option any changes made here will not be reflected in the product option, it will only affect the product clicking on show more will display the presentation settings of the product option the presentation settings will load with the once set white creating the option here, you can manage the display settings of the option for a particular product note the presentation setting provided during product assigning will be considered for the storefront display if you wish to make any changes in the future for a particular product, then make the changes product wise changing the product options will not reflect on the already assigned product associate product the associate product feature enables you to automatically link an additional product to a main product based on the customer’s selection of specific product options this functionality is especially useful for offering complementary items, improving the overall shopping experience, and encouraging cross selling without requiring customers to manually search for related products to configure this, the admin must first create a ready to buy product , which will act as the associated product, and then map it with a relevant product master option create associate product begin by navigating to admin panel → products → products → ready to buy products here, create a product that you want to offer as an associated item the process of creating this product remains the same as any standard ready to buy product for example, you can create a product like grommets , which can later be linked to other products, such as banners this product will not be directly selected by the customer but will instead be automatically added when certain conditions are met create a product master option next, navigate to admin panel → products → products → product options create a master option that will control when the associated product should be added this option acts as a trigger based on the customer’s choice for instance, you can create a master option with yes and no attributes, such as “do you want grommets?” this allows customers to explicitly choose whether they want the additional product associate product once both the ready to buy product and the master option are created, you can proceed to configure the association go to the product options page and click on the associate product button this will take you to the associate product configuration page from there, click on the add button to create a new association you will need to define the following details the title field is used to give a name to this association for internal reference in the product options field, select the master option you created earlier, along with the specific attribute that should trigger the associated product for example, if the customer selects “yes” for the grommets option, the associated product will be added the quantity multiplier defines how many units of the associated product should be added for each unit of the main product for example, if one banner requires four grommets, you can enter 4 as the multiplier this ensures the correct quantity is automatically calculated and added in the associate product field, select the ready to buy product that you created earlier, such as grommets finally, set the status to active to enable this configuration storefront behavior once the configuration is complete, the functionality becomes visible on the storefront when a customer selects a product and chooses the relevant option, such as selecting “yes” for adding grommets, the associated product is automatically included the associated product will be reflected across key areas, including the price calculator, product information page, and shopping cart this ensures that customers can clearly see the additional item and its cost without needing to take any extra steps multiplier master the multiplier master feature allows admins to apply dynamic pricing logic to product options by setting multipliers either option wise or attribute wise this provides greater control in aligning option pricing with production costs, such as material usage or finishing effort from the multiplier master screen, admins can define these multipliers as fixed values or dynamic , depending on specific pricing strategies once configured, the multipliers can be assigned to options directly from the add/edit product option screen additionally, on the assign product option screen, admins can set a default multiplier for each option and override it at the attribute level for advanced pricing flexibility, enabling more accurate cost reflection and improved profitability