Create, Edit, or Delete Options and Option Sets

Overview

Each option can be manually created and linked to the products in your Shopify Store. This gives your store the ability to offer unique selections on each product page, and allows your customers to customize the product exactly how they would like.

Note: The guide below only contains steps for creating or editing non-priced options. Please visit Create and Edit Priced Options for steps on creating a priced option or editing an existing non-priced option to a priced option.

Please follow this comprehensive step by step to build your Options and Option sets!

 

 Walkthrough

 


 

When creating an option set, make sure that you have a product or products in mind. This will help you ensure that all of the selectable options are in order, and applying to the correct collection on your store.

Options can be applied to full products, and their Shopify variants included. An option will be unable to be just added to one variant of a product.

Caution

Multiple option sets should not be applied to the same products. You should create all options within the same option set.

To create an option and option set on your store, please follow these steps:

  1. From within your Product Options app, select Options on the top navigation bar.
  2. Select Create Option Set.

    Select Create Option Set

  3. Create an Option Set Name.

    Note: This name is for your internal reference only. We recommend naming it in accordance with the options you'll be creating, such as "Ladies Pants Sizes" or "Men's T-Shirt Sizes".

  4. Choose Select Products, then select Products or Dynamic List

    Note: If selecting more than 15 products, we recommend creating a dynamic list. These can be created as a "Hidden Smart Collection" in Shopify.

    If a newly created product is not appearing in the product selector, select Sync with Shopify at the top of the product selector.

    Select Sync with Shopify

  5. If searching for products within this area, type the exact product name. Items will not appear if only partially searched (For example, searching "Big Brown Bear" instead of just "Bear").
  6. Select Save Selection.
  7. Select Create new option.

    Select Create New Option

  8. Enter a NameTypeSystem Name, and Help Text for your option.

    Note: You can adjust the way that the help text displays on your product page.

  9. Enter the Values.
  10. Check the Selected box if you'd like that value to be selected by default.

    Check the Selected box (optional)

  11. Select Save.
  12. Select Create new option or Pick from existing (optional).

    Note: The selections above allow you to add multiple options within an option set. For example, create options for size, color, pattern, etc.

  13. Select Save Option Set once you are finished.

To edit or delete an existing option, please follow these steps:

  1. From within your Product Options app, select Options from the top navigation bar.
  2. Select Edit next to the option set you'd like to adjust, or Delete if you want to remove the entire option set (including all of the options within it).

    Select Edit next to the Option Set

  3. Select Edit to delete an individual option, or Remove to delete the entire set of options.

    Select Edit or Remove

  4. If you selected Edit, select the X next to the individual option you want to delete. Repeat for all options you'd like to remove.

    Select the X to delete individual options

  5. Select Save Option Set.

To remove a product from an option set, please follow these steps:

  1. From within Product Options, select Options.
  2. Select Edit on the option set.
  3. Select Review Products, then Edit Selection.
  4. Find the product you'd like to remove.
  5. Click the product, making sure it is not highlighted.
  6. Select Save Selection.
  7. Select Save Option Set.

You can find all of the option sets that a product is tied to by searching the product title or product number in the Product Search page within the Product Options admin.

Note: In order to search by Product Number, you will need to change the Search By dropdown from Product Name to Product Number.

Select Product Search

After selecting Search, a list of all option sets that the product is tied to will be displayed below the search filters:

Product Search Results Example

In order to edit one of the option sets listed in the search results, you will need to return back to the Options page within the Product Options admin, search the option set you would like to edit and follow the steps in the Edit/Delete Options or Option Sets dropdown listed above.

When you set up your product options and use the "Adjust price" selection, you can then choose one of 5 ways to handle the quantities.

To view these options, select Show Advanced Settings.

Select Show Advanced Settings=

How Do You Want To Handle Quantities

 


 

Option quantity matches product quantity

When using this selection, the number of products the customer has chosen will determine the number of options that are added (ie. 1 product = 1 option). The quantity and price will display in the checkout as a total for the product combined with its option. The subtotal will show the total of all products and options combined as one amount.

Option quantity matches product quantity - Product Page Display

Option Quantity Matches Product Quantity - Product Display

Option quantity matches product quantity - Cart Display

Option Quantity Matches Product Quantity - Cart Display

 


 

Customer can choose option quantity

The customer can select the number of options they receive (ie. 1 product can come with more than 1 option). The quantity and price will display in the checkout as a total for the product combined with its options. The subtotal will show the product totals and the options totals as two separate amounts.

The quantity entered will be multiplied based on the quantity of base product chosen.

Example

For example:

  • Base product: $20
  • Option: $5

If the customer purchases one product with three options, the calculations would be:

  • Base product: $20 x 1 = $20
  • Options: $5 x 3 = $15
  • Total: $20 + $15 = $35

Customer can choose option quantity - Product Page Display

Customer Can Choose Option Quantity - Product Display

Customer can choose option quantity - Cart Display

Customer Can Choose Option Quantity - Cart Display

 


 

Add one option item per product in cart

The customer can select 1 option for each product, so each product in the cart will have its own option. The subtotal will show the amount for the products combined, plus the amount for the options separately. The option quantity stays at 1 no matter what the quantity is for that product.

Add one option item per product in cart - Product Page Display

Add one Option Item per Product in Cart - Product Display

Add one option item per product in cart - Cart Display

Add One Option Item per Product in Cart - Cart Display

 


 

Add one option item for the entire cart

The customer can order only 1 option for the entire cart even if they chose an option for each product. The subtotal will show the amount for the products combined, plus the amount for the options separately. The option quantity stays at 1 no matter how many items are in the cart.

Add one option item for the entire cart - Product Page Display

Add One Option Item for the Entire Cart - Product Display

Add one option item for the entire cart - Cart Display

Add One Option Item for the Entire Cart - Cart Display

 


 

Add one option per line item

The customer will be charged once for a priced option for each variant that is added into the cart for a single product.

Example

2 mittens are added to the cart by a customer. The customer adds a small pair of mittens and a large pair of mittens. A gift wrapping priced option is applied to both sizes. If the customer changes the quantity for one of the mittens in the cart, the gift wrapping will remain at a quantity of 1 for each mitten size.

Add one option per line item - Product Page Display

Screen_Shot_2021-04-06_at_2.08.54_PM.png

Add one option per line item - Cart Display

Screen_Shot_2021-04-06_at_2.25.20_PM.png

 


 

FAQs

Select each dropdown below to view the answer to each question:

If your options are not displaying on the product page of your store, please make sure you've done the following first:

  • Completed the Product Options code install
  • Visited the page in multiple browsers
  • Used your web browser's private/incognito mode
  • You have followed the steps at RefreshYourCache.com and forced the browser to download the most recent data

When an option set is first created on your store, it could take up to half hour for it start appearing on your product page. Clearing your stores cache may speed up this process of your options appearing.

For more information, please visit our Product Options not Displaying troubleshooting article.

There actually isn't a built-in way to have an option dynamically remove a selection based on the choice of a prior option, but you can achieve this effect using conditions.

Note: Using conditional logic requires the Premium version of Product Options.

You can create multiple versions of the option that you want to differ based on what is selected in a prior option. Create one version of this option with associated selections for each set of choices that could show on the product page, and then use conditions to hide them initially and then show one of those options based on the selection of the prior option.

It's easy to make multiple versions of an option with different price sets. Once you create one version, you're able to duplicate it in the app admin, and then you can edit the duplicate and change the prices of it. 

Negative Numbers

When entering options within Product Options, non-alphanumeric characters are ignored. You can force them in by using HTML codes for the symbol you want to display.

Example

If the value needed for the option is -4.00, enter −4.00 as the option value.

Note: This is not to be confused with subtracting from the cost. There is no ability to reduce a price through Shopify's Variants or Options.

 


 

Percentages

When priced options are created within Product Options, a product is created within the Shopify admin. As a Shopify limitation, only full amounts are able to be added as priced options within this section.

This means that percentages will currently not be able to be used with Product Options. The best way to make this work is to calculate the percentage and add that amount to the Shopify product admin.

At this time, options created are unable to adjust the photos that your customers see on your product pages.

If you'd like the product page images to change depending on which option is selected through Bold Product Options, then a customization will be required.

 Pro-Tip

Making adjustments to the Shopify product images requires technical knowledge. If you'd like one of our partners to complete a paid customization on your store, please reach out to HeyCarson via this form.

There currently is not a limit to the amount of options you can create for a set product at this time.

While it is possible to create as many options as you would like, we recommend having no more than 10 option types on a product page. Having more than 10 option types appear on the storefront for a single product can start leading to abandoned carts.

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