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Set up Swatches in Product Options 2.0 (Premium)

With Product Options 2.0 Premium you can use swatches with your options. To use swatches, watch this video or follow the steps below the video.

  1. Select OPTIONS.

    select options 

  2. Select Create Option Set.

    create option set 

  3. Enter an OPTION SET NAME.

    enter an option set name 

  4. Select Select Products.

    select products 

  5. Select Add next to the product(s) you would like to relate the options too.

    select add 

  6. Select Continue with selected products.

    select continue with selected products 

  7. Select Create new option.

    Note: If this option already exists within Shopify, it's a great time-saving feature to choose Pick from existing, select an option that has already been created, and select Use Option here instead.

    select create new option 

  8. Enter a NAME.

    enter a name 

  9. Under "TYPE", select Swatches (Multiple Choice)

    select swatches multiple choice 

  10. Enter SYSTEM NAME.

    Note: System name is an internal name used by the app, it is not visible to your customers.

    enter a system name 

  11. Enter DESCRIPTION.

    enter a description 

  12. Under "VALUES", enter your first Value Name (ie. Red).

    enter a value name 

  13. Select the + symbol.

     select the plus symbol

  14. Select Pick Colours or Upload an Image.

    Note: Choose "Pick Colours" to select from a colour wheel, choose "Upload an image" to use an image under 2MB. If you are using images and not the colour wheel, you can skip to step 20.

    select pick colours 

  15. Select Pick Colours again.

    Select Pick Colours again 

  16. Select Colour.

    Note: To change the palette to a different colour entirely, use the slider below the colour wheel. You can enter a HEX value instead if you prefer. You are also able to select multiple colours.

    select colour

  17. Select Done.

    Note: You may need to select Done twice as the first selection actually closes the colour wheel.  Steps 17a - e are all optional, continue with step 18 if you don't want any of these options.

    select done 

    1. Select the Selected checkbox, if you want this option to be selected by default (optional).

      select the selected checkbox 

    2. Select Adjust price if you would like that value to be a different price (optional).

      select adjust price 

    3. Select Create a Charge to charge a different amount for this option and enter the $ Amount (optional).

      select create a charge 

    4. Select Use an existing variant in your shop if you have a variant already set up for this option, and select Select Variant (optional).

      Note: This will take you through the product selector to choose an existing variant like steps 5 and 6, although you will only be able to select one option here.

      use an existing variant 

    5. If your "Value" has "Nested Values", enter them (ie. Yellow is available in Small, Medium, Large) (optional).

      Nested Vales 

    6. Under "HOW DO YOU WANT TO HANDLE QUANTITIES?", select (optional):
      • Option quantity matches product quantity,
      • Add one option item per product in the cart; or
      • Add one option item for the entire cart.

      Note: Visit: What do the "How do you want to handle quantities" options mean? for a detailed explanation of these options.

    select how do you want to handle quantities

  18. Enter a Value.

    enter a value 

  19. Select the + Symbol.

    select the + symbol 

  20. Select Upload an Image.

    select upload an image 

  21. Select the Upload Image Box.

    select the upload image box 

  22. Use the File Manager to select your image.

    Note: Your image can be no more than 2MB.

    use the file manager 

  23. Select Open.

    select open 

  24. Select Done.

    select done 

  25. Repeat the preceding steps until you have entered all values.

    repeat the steps 

  26. Select Save.

    select save 

  27. Select Save Option Set.

    select save option set 

That's it!

Next Steps:

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