Aitoc. Product Custom Options Management User Manual for Magento 2

Transcription

1 Product Custom Options Management User Manual for Magento 2

2 Table of Contents 1. Installing the extension in Magento Product Custom Options Management: General Settings. 3. Creating a custom options template. 4. Assigning products to the template. 5. Assignining templates to the product. 6. Product Custom Options Management: front-end view. 7. Product Custom Options Management: the order page in the back-end view. 8. Changing options on the order page.

3 1. Installing the extension in Magento 2 1. Unzip and paste the extension file into your root Magento folder. 2. Connect to your server by SSH. 3. Go to your Magento root folder. 4. To install the extension, perform this command: php bin/magento setup:upgrade 5. Reset JavaScript cache by removing all folders in pub/static: _requirejs; adminhtml; frontend. 6. To switch the extension on/off, perform these commands: php bin/magento module:enable _ProductCustomOptionsManagement php bin/magento module:disable _ProductCustomOptionsManagement You can activate/deactivate several extensions at once by specifying their names separated by space in the command.

4 2. Product Custom Options Management: General Settings You may enable default values in options fields. Set the field to Yes to manage options visibility on the storefront. Stores > Configuration > Extensions > Product Custom Options Management

5 3. Creating a custom options template Click the button to start creating a new template. You may delete just one or multiple templates from the grid. Catalog > Option Templates

6 3. Creating a custom options template 1 Creating a custom options template 1. Configure a template per Store View Add a new template title for internal reference. By default, SKUs of custom options are added as a suffix to the ordered product s SKU. Set this field to Yes to replace the product s SKU with SKUs of custom options. Set the template s sort order for the storefront. Use 0 to display this template first in case there are other templates or custom options assigned to the product. To place templates in a consecutive order, we recommend using 1 for the next template. The smaller the value is in the sort order field, the higher position the template gets on the product page. Catalog > Option Templates - Add New Template - General Settings

7 3. Creating a custom options template Hit the button to add a new option to the template. Click the Change Order icon to manage the options order on the storefront by dragging the option to a new position. You may add any number of options to the template. All the options are created in the same way as Magento s customizable options. Catalog > Option Templates - Add New Template - Customizable Options

8 3. Creating a custom options template You may disable the option on the storefront if needed. Check the radio button to make the value deault for a specific option. Mot to set any deault value, also leave the buttons unchecked. Catalog > Option Templates - Add New Template - Customizable Options

9 3. Creating a custom options template Use either a default field value or set it per Store View. You may add and use custom titles of options and option values in each Store View. Please note that any other changes (e.g. option removal) will cause the same changes in all the Store Views. Catalog > Option Templates - Add New Template - Customizable Options - Store View

10 3. Creating a custom options template You may save and duplicate the template. Catalog > Option Templates - Add New Template - Customizable Options - Store View

11 4. Assigning products to the template Use the Search to find necessary products. Check the box and click the Save button at the top of the page to assign the product to the template. Catalog > Option Templates - Add New Template - Products

12 4. Assigning templates to the product 1 5. Assigning templates to the product 1. All available templates are shown on the product page. You may assisgn as many templates to the product as needed Set this field to Yes to replace the product s SKU with SKUs of custom options. Please note that this setting is applied not only to templates, but also to individual customizable options added to the product. Set this option to Yes to continue using customizable options from the template after it has been unassigned. Catalog > Products - Product - Customizable Options

13 6. Product Custom Options Management: front-end view Catalog > Product

14 6. Product Custom Options Management: front-end view Here is how the same template may be configured for the Store View in the German language. Catalog > Product

15 7. Product Custom Options Management: the order page in the back-end view You may change the selected options in the order by switching to the edit mode. The product s SKU has been replaced by the SKU of the selected option. If the option has no SKU, the productspeciic SKU will be used. Sales > Orders - Order

16 8. Changing options on the order page Hit this button to start adjusting the options. Sales > Orders - Order - Edit

17 8. Changing options on the order page Sales > Orders - Order - Edit - Configure

18 Brought to you by You can purchase Product Custom Options Management at For questions please at