Advanced Product Options

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Advanced ProductOptions

User Guide



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User Guide 2

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User Guide 3

Table of Contents

Extension Description ............................. 4Extension Installation ........................ 5

Extension Usage .................................... 6Creating of custom options template ............... 6 Custom Options’ inventory ........................... 9 Customer Groups for custom options .............. 11

Quantity for custom options on the front-end ... 12 Dependent Custom Options ......................... 15 Weight of Custom Options ........................... 18 Multi-Store Support ................................... 19 Absolute Prices ........................................ 20 Tier Prices for Custom Options ..................... 21 Special Price for Custom Options ................... 22

SKU Policy .............................................. 23 Assign Template to Products ........................ 24 Catalog > Manage Products .......................... 25 Import/Export ......................................... 27 Color / Image Swatch ................................ 27 Settings ................................................. 31 Compatibility with Instant Cart extension ........ 35 Other Features ........................................ 36

Support ............................................. 39

Getting Help with Magento ...................... 40




User Guide 4

Extension Description

Advanced Product Options extension enables creating any number

of the predefined custom options or combinations of them for

products. Then you can bulk assign predefined custom options to

any number of products as well as bulk remove the assignment of

the predefined custom options. It is also possible to apply

predefined custom options directly on the product edit page.

Advanced Product Options extension makes the process of

creation of custom options for bunch of products easy and smooth.

You do not have to create the same custom options for several

products separately. All you need to do is to create custom options

template and assign it to needed products in one click.

Moreover, you can upload images for custom options, track stock

inventory, set default options and make custom options

dependent.




User Guide 5

Extension Installation

Disable Compilation Mode if it is enabled1

Log out from Magento Admin panel if you are logged in2

Unpack the contents of the ‘extension’ folder from the3

package file purchased from MageWorx to your Magento root

folder

Log into Magento Admin Panel4

If Cache Control is enabled in Magento go to ‘System > Cache5

Management’ section, select ‘Refresh’ under ‘All Cache’

drop-down menu and press ‘Save Cache Settings’

Enable Compilation Mode back if necessary6

Now go to ‘System > Configuration > MageWorx tab >7

Extensions & Support’ section. If you see ‘Advanced Product

Options’ in the list of installed MageWorx extensions you are

done.

Installation to a custom template or theme

If you use a custom template or theme, you need to copy the

extension’s layouts and templates (located in

“app/design/frontend/default/default/”) to the folders with the

custom design (your current template and/or theme):

“app/design/frontend/<your_template>/<your_theme>/”.

Don’t forget to refresh the cache if enabled.




User Guide 6

Extension Usage

Creating of custom options template

Log in to Magento Admin panel and go to ‘Catalog’ > ‘Advanced

Product Options’ section. Click on the ‘Add Options’ button to add

a new template. You will see default features available for custom

options:

‘Title’ – name of the template. It will be visible for admin on the

product edit page in case of manual assignment.

‘Status’ – a status of the template (Enabled/Disabled).

The process of addition of new options is the same as standard one

in Magento except for new fields like “Description”, “One-time”

and “Default”, i.e. when adding new option you need to specify:

• Title of the option (displayed on the front-end);

• Input Type – the type of options (text area, check-box,

drop-down etc.);




User Guide 7

• Is Required – determines if an option is required or not at

a product page;

• One-time – if enabled, custom option’s price will be

added only once to product total despite the quantity of

products added to cart (Technical note: the option's price is

being divided by the qty of products added to the cart, though

appears as a whole value in the cart);

• Sort Order – determines the sort order of an option among

other custom options at the product page.

• Description – the description of a custom option, which

will be displayed near the option on the front-end. It gives

your customers the full details about what you are

offering.

You can also upload an image of each custom option’s valueand set the default value for them.

• Add image – allows you to upload an image of a custom

option. It will be visible on the front-end near particular

custom option. If there is an image already uploaded for

an option’s value, the button transforms to “Change

Image”.




User Guide 8

• Default – this option allows you to specify a default value

for custom option. If specified, appropriate value is shown

for custom option by default on the front-end. If the

option’s type is radio-button or drop-down you can specify

only one default value. If it is a check-box or multi-select,

you can specify several default values.

When you are done with options you can assign them to the

products. For this just switch to ‘Products’ tab and select the

products you need. Click on ‘Save Options’ to complete. After

that the custom options will be assigned to chosen products and

displayed on the front-end for them.

Note: you can use built-in filters to find necessary products

easily.

Another feature since v2.0 is the “Duplicate” button. It allows you

to duplicate existing template so that you don't have to create all

custom options again.




User Guide 9

Custom Options’ inventory

Advanced Product Options extension allows specifying available

stock quantity for each custom option’s value. For example, if you

have a custom option “Color” with 3 values: Red, Blue and White.

You can specify quantity for each option (Red, Blue or White). This

quantity is decreased when product is purchased and retrieved

when order is canceled or refunded. Available quantity can be

shown on the front-end near each option to show your customers

how many products with particular custom options left.

Out of stock options can be hidden or disabled on the front-end

(this happens automatically when the quantity gets zero).

Note: in order to ensure that quantities of the options previously

assigned to products won’t be overwritten while one makes any

changes to the options template, Qty field is not updatable in thiscase. This will guarantee that quantities of custom options of the

products will always reflect actual data.

In order to enable custom options’ inventory you should turn this

feature in the extension’s settings. Once done you will see “Qty”

field for each custom options’ value.

Since v3.2.0 if all required custom options of a product get out of

stock, the product gets out of stock automatically. It makes the

process of managing the product inventory easier.




User Guide 10

Front-end

You can see how the custom options with enabled inventoryfeature look on the front-end (quantity is shown on the front-end

and out of stock options are disabled):




User Guide 11

Assigning a custom option’s inventory to a product’s one

Our extension allows you to connect the inventory of a custom

option to the inventory of a specific product. To do this, you

should enter SKU of the product into SKU field of the custom

option. After that, the product’s stock quantity will be inserted

into the option’s quantity field, and the latter becomes read-only

unless you remove the SKU. If a customer purchases the linked

product, the inventory of this custom option will be changed too,

and vice versa. If an order is cancelled, the product's and the

option's former quantities will be restored.

If the option gets out of stock, the connected product will be out

of stock too and vice versa. If you enter a wrong SKU, it gets

colored in red and you will be able to specify the inventory for the

custom option manually.

Customer Groups for custom options

Advanced Product Options extension allows you to create custom

options, which are be visible only for particular custom groups. It’s

useful if you provide different products’ configurations for




User Guide 12

different customer groups or want to provide different prices of

custom options for different customers.

This feature can be turned on/off in the extension’s settings

(“Enable Customer Groups for custom options”). If on, you will see

“Customer Groups” setting for each option in the back-end:

The customers who do not belong to the selected groups won’t

even see such options unless they change a customer group.

Quantity for custom options on the front-end

One of the new features is the possibility to enter quantity of

custom options on the front-end. This allows your customers to

enter quantity for each custom option they want to order.

Example: if you sell cell phones, you can add charger as a custom

option for a product. Customers will be able to order 1 cell phone

and 2 chargers.

This feature is also should be turned on in the settings first. After

that you will be able to tick off the options using “Qnty Input”

checkbox, which enables “Qty” field on the front-end:




User Guide 13

Qnty Input is enabled. Your customers can add custom options

with the quantity different from the main product’s one.




User Guide 14

Advanced Product Options also shows custom option’s quantity and

the price at cart page. Thus, your customers see what custom

options are added, their quantity and price. They won’t be

confused any more.

The options are displayed correctly on the last checkout step too:




User Guide 15

Orders, Invoices, email notifications reflect the changes as well:

Dependent Custom Options

Since v2.2.0 you can create dependent custom options. In order to

use this feature you should enable it in the extension’s settings.

Once done, you will see new fields and actions:

• Dependency – No / AND / OR (see below).

• Option’s ID - it shows the ID of an option’s value. You can

use these IDs to enter them manually in the “Children” fieldto making options dependent.

• “Children” field – IDs of dependent options are here. You

can manually enter options’ IDs separated by commas or use

the button near this field and select dependent options from

hierarchical tree.




User Guide 16

AND:

• OptionA (parent)

• OptionB (parent)

• OptionC (child) [dependency: AND]

When both A+B are selected, C is available.

OR (former dependency mode):

• OptionA (parent)

• OptionB (parent)

• OptionC (child) [dependency: OR]

When either A or B are selected, C is available.




User Guide 17

The template’s view with enabled dependent options:

In this case, “Size” option won’t be selectable unless customers

select the “Color” option. If they choose “White” color then “S”

and “M” sizes will become available. If they choose “Black” then

“L” color will become available. Thus, you can specify quantity for

options selections. Example: if you have limited quantity of Black –

S T-shirts, you can enter this quantity in “S” option (dependent

option).

All types of custom options can be dependent ones. Checkbox,

Radio-button, Drop-down and Multi-select types can be parent

options.




User Guide 18

Moreover, you can hide dependent custom options on the front-

end unless customers select parent options.

Weight of Custom Options

Since v3.0 you can specify a weight for each custom option. This

weight can be added to a product’s weight or replace it when the

option is selected (the same was as absolute price works). Thus,

now you can create custom options that will have a weight and can

affect the shipping costs. One more step to get rid of configurableproducts.

You can specify weight when creating/editing a template:

You can also do this while editing your products.

If you enable absolute weight (the check-box near the template’s

title), it will replace a product’s weight with an option’s weight

once it’s selected. It’s possible to enable an absolute weight for

each template or product separately.




User Guide 19

Multi-Store Support

Advanced Product Options allows translating custom options

templates into different languages by specifying appropriate

translations for each store view. This is done similar to standard

Magento multi-stores support.

When editing an options template, you can switch a store view in a

drop-down menu on your left and specify an appropriate value for

necessary store view.

Note: you can change only option's title, option's description and

titles of option's values. It is not possible to enable/disable options

per a store view.




User Guide 20

You can change this on a product level too:

Absolute Prices

Since v2.5.0, Advanced Product Options allows using absoluteprices for custom options. You can enable it for each options

template or per a product. This makes possible to create custom

options with normal and absolute price. If enabled, custom option's

price replaces a product's price. Example, if a product costs $10

and an option's price is $5. When customer selects this option, the




User Guide 21

product's price will be $5, i.e. the option's price will replace the

product's price.

Tier Prices for Custom Options

Since v3.9.6, the APO allows you to add the tier prices for custom

options. It works the same way as it's done in default Magento.

First, you should enable the appropriate setting in the extension's

configuration:

After that you will be able to add tier prices for each value of

custom options:

Tier prices can be fixed or percentage.

Your customers will see the tier prices when they select the

option:




User Guide 22

The tier prices can be setup in the options templates or when

editing products.

Special Price for Custom Options

Since v3.9.6 the APO allows you to add the special prices for

custom options. First you should enable the setting in the

extension's configuration:

After that you will be able to add special prices for each value of

the options:

Special price can be fixed or percentage. You can also add acomment, which will be displayed near a new price on the front-

end:




User Guide 23

SKU Policy

This feature determines how the result SKU of purchased product

with custom options will be formed in the order. You should know

that if a custom option has a SKU, Magento will add it to the

product's SKU in the order:

It can cause problems if you export orders in 3rd party systems.

They won't be able to find a product with the SKU «n2610-

WhiteSKU» to update it properly.

The SKU Policy offer several different solutions:

1) Replacement Mode. This mode keeps the product with

options as is but it replaces the product's SKU with theoption's SKU in the order:

2) Grouped Mode. This mode transforms custom options into

separate items in the order and replaces the product withcustom options:




User Guide 24

3) Independent Mode. This mode transforms custom options

into separate items in the order but keep the product in the

order:

You can select the mode in the general settings or per each option

separately.

Thus, you get a full control of how you need to display custom

options with SKUs in the order.

Note: It doesn't create extra products in the catalogue.

Note: this feature works with custom options with SKUs only.

The SKU Policy can be applied to the cart too to display custom

options as single products at cart.

Please check out our blog post for more information: How to

customize SKU of a product with custom options within order .

Assign Template to Products

Since v3.0 we completely re-built the process of assigning

templates to products. We made it step-by-step to allow you toassign options templates to unlimited number of products at once

despite of server configuration you have. Please check below what

the process look like:




User Guide 25

Don't worry if the 1st command takes some time to complete. It's a

normal behavior.

Catalog > Manage Products

If you need to specify the options template separately for a

product go to ‘Catalog > Manage Products > choose any product >

Custom Options’ tab

You will be able to choose one of the created options templates to

apply to the product. Once you select a template and save the

product, the custom options from the template will be displayed

at the front-end product page.




User Guide 26

If you would like to create another template, click on ‘click here

to define’ link and you will be redirected to option templates

page.

However, you still can add new options manually using standard

Magento functionality. For this just press ‘Add New Option’ button.

New hint, which shows the template’s name a custom option

belongs to, is added. It helps you to find all the options of a

template in a easier way.

Note: templates’ options on the product view have different IDs

(8x5, 8x4 and etc.), where “8” is the ID of the template.

You can use the same features as in custom options templates

section.




User Guide 27

Import/Export

Since v2.8.0 Advanced Product Options supports standard Magento

import/export functionality. You can export all new features that

our extension adds to standard custom options: an option’s

description, a default option’s value, dependent options and etc.

To create a CSV file for importing products with custom options,

you can export them first to check how custom options are added

in a CSV file. You can do this in System – Import/Export – Export –

select products and CSV format and download a file. Note:

currently options are imported/exported without a connection to

custom option templates.

Color / Image Swatch

Color / Image swatch is one of the most requested features. It

allows uploading multiple images to a custom option’s value,

replace a product’s image with them, append them to a product’s

gallery or replace a product’s gallery with option’s images and

specify a color’s hash code to use custom options as a color

swatch.

First, you should enable the setting “Enable Image Mode” in the

extension’s configuration.

It will add a new setting “Image Mode” for every option:




User Guide 28

This setting specifies how the option’s images should be displayed.

You can display them as thumbnails near the option, replace a

product’s gallery with these images or append them to the

product’s gallery.

If you need to display a small thumbnail near the option and

append other images to the product’s gallery or replace the

gallery, you can ignore this mode for the first uploaded image:

This mode works for all custom options of select type. You can

upload multiple images to a drop-down, a radio-button or a check-

box.

You can upload multiple images for a drop-down and they all will

appear above or below the drop-down on the front-end.

If you need to display colors (images) instead of custom options

and to switch a main product’s image with a custom option’s

image when it’s selected, you should create an option of “Swatch”

input type. All image modes support the swatch type.

This option’s type displays a color’s (image’s) thumbnail instead of

custom options on the front-end. When a color (image) is clicked

on the front-end, it selects an appropriate custom option’s valueand replaces a product’s main image with an option’s image.

Color swatch allows specifying a color’s hash code to display a

color’s thumbnails on the front-end:




User Guide 29

The front-end:

The main product’s image is switched when the color is selected:




User Guide 30

By default, the first image (color) will replace a main product’s

image. If you need to use the first image as color’s thumbnail or

image thumbnail and switch the second image for replacing, you

should use the setting “Ignore for First Image”. This will use the

second image for replacing.




User Guide 31

Settings You can find extension’s settings in System – Configuration –MAGEWORX – Catalog – Advanced Product Options.




User Guide 32

• Enable – enables/disables the extension

• Enable Dependent Custom Options – enables/disables the

functionality of dependent custom options

• Hide Dependent Custom Options – hides/shows

dependent custom options on the front-end, i.e. if set to

“Yes”, dependent options will be hidden on the front-end

unless customers select parent options (dependent will be

shown after that)

• Enable Weight – enables/disables the ability to enter

weight for custom options.

• Enable “Starting At” Price Prefix – displays/hides the

“Starting At” message before a product’s price at the

category page if the product has custom options with

price.

• Enable Special Price – enables/disables the ability to add

special prices for each value of the custom options.

• Enable Tier Price - enables/disables the ability to add

tier prices for each value of the custom options.

• Enable Option Price Linking to Product Price via SKU – if

enabled and the option is connected to the product via

SKU, the product’s price will be copied to the option’s

price.

• Enable Option SKU Policy – enables/disables the SKU

Policy functionality.

• Default Option SKU Policy – you can select a default

mode for the SKU Policy.




User Guide 33

• Enable Custom Options Inventory – enables/disables

stock quantity feature for custom options

• Hide “Out of stock” Not Required Options – if enabled

custom options, which are currently out of stock and not

required, will be hidden on the front-end. Otherwise, they

will be disabled and will have “Out of stock” label.

• Display Inventory Qty for Custom Options on the Front-

end – shows available stock quantity for each custom

option at the product page

• Enable Qnty field for custom options on the front-end –

enables/disables the ability to show Qnty field for custom

options on the front-end.

• Default Option Qty field label – you can specify a default

label for Qnty field for custom options on the front-end

• Show Qty per Option in Cart – displays/hides the ordered

quantity of custom options at cart page

• Enable Pre-poluating Text for Input Options –

enables/disables a default text for input options on the

front-end. Example, if it’s enabled you can specify a

default text, which will appear inside the field option

• Enable Specifying CSS Class in Option DIV – allows you to

enter a specific CSS class for each option

• Enable Custom Options for customer groups-

enables/disables possibility to assign custom options to

customer groups




User Guide 34

• Size of Thumbnails – specifies the size of options’ images

on the front-end.

• Images above options – you can choose whether to show

images above custom options or below them.




User Guide 35

Compatibility with Instant Cart extension

Instant Cart extension adds AJAX pop-up when one adds productsto the cart. It’s fully compatible with all Advanced Product

Options features (options’ dependency, options’ images, options’

default value and quantity field for custom options). You can see

below how the pop-up looks when one adds the product with

dependent custom options (Qty input is enabled) to the cart from

a category page:




User Guide 36

Other Features

Using option’s SKU to connect option to products

The APO allows you to connect any option’s value to any your

product via SKU. For this you should enter a product’s SKU to the

option’s SKU field. Once it’s done the product’s inventory is copied

to the option’s inventory and the latter becomes unavailable for

editing. The same for product and option prices if the setting is

enabled in the back-end:

If you add a SKU of a product, which doesn’t exist in your store,

the SKU will be highlighted in red:

If the option is connected to the product, their inventories become

common. It means that if customers purchase a connected

product, the inventory of the connected option is changed and vice

versa.

“Starting At” price prefix

Since the v3.9.6 you can enable the “Starting At” label for

product’s price if it has custom options with prices. It gives your

customers understanding that the price is configurable and can be

higher:




User Guide 37

Using Custom Options to purchase products

in different quantities

The APO can add products to cart with different quantitiesdepending on selected custom options. Let’s say that you need so

that the option1 will add 100 quantities of the product and the

option2 – 50. For this you should add x100 and x50 to the

“Quantity” fields for these custom options:

Note that such functionality requires options to be One-Time!

When customers select the option1 on the front-end, it will add

100 items of the main product:




User Guide 38

You can use this functionality in combinations with absolute price

options as well. You can even hide the main product’s Qty field,

enable the quantity field for each custom option and use this

functionality to purchase product in bundle.




User Guide 39

Support

MageWorx offers FREE lifetime support and updates for any

extension developed for Magento.

We appreciate your interest to our extension. The THANKYOU

coupon will give you 10% discount for the purchase of the

Advanced Product Options !

Before submitting a support ticket, please check our knowledgebase for Advanced Product Option extension

http://support.mageworx.com/index.php?/Knowledgebase/List/In

dex/11/advanced-product-options

If you need support related to MageWorx extension usage, feel free

to contact us at [email protected]

Or send us a message directly from your Magento Admin Panel. To

do it, go to ‘System > Configuration’ section, ‘MageWorx’ tab

‘Extensions & Support > Get Support’.




Getting Help with Magento

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solutions for Magento platform to attain your eCommerce

objectives.

Our professional impassioned team provides profound and custom

oriented development of your project in a short timeframe. You

are most welcome to contact us at [email protected]

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Advanced Product Options