Stock Card – Detail – Customization Options

Customization options are used when you want to offer your customers a customized or personalized version of the product. An example is adding embroidery or screen-printing shirts.

Example

You can offer your customers embroidery on certain areas of a polo shirt.

You could add the following customization options to the master product.

Setting Up Customization Options

When you create a customization option, it can be added to any product.

1. On the Stock menu, click Products. The Stock Card opens.
2. Browse to the product to which you want to add customization options.
3. Click the Customization Options tab.
4. Click Set up. The customizations you create here can be added to any product.
5. In the toolbar, click Add. A line is added to the list.
6. Select the line, then complete the boxes underneath the list:
   • Name – Customization name. Since customizations can be added to any product, consider including a product type in the name.
   • Data type – select from:
     • Date – date in the format dd/mm/yyyy, chosen from a date picker.
     • Number – a number, for instance a shirt number.
     • Text – Some text, such as a name.
     • List – Create a list of items for your customer to choose from. This is often preferable to a text box, because your customer cannot tipe a speling errror. This can also be used to limit the options available, such as a list of typefaces you offer. You may choose to give a name to approved logo designs, such a Primary logo and Secondary logo. Generic names like this can be used by any customer. To create a list:
       1. From the Data type list, click List.
       2. Click the Edit list button which is now shown. The User Defined Fields window opens.
       3. In the toolbar, click Add. A row is added to the list.
       4. Click within the list and complete:
          • Value – the category to display in the list
          • Priority – the higher the priority, the higher it is displayed in the list on HorizonWeb
          • In use – select to put the list category in use. When out of use it not displayed on HorizonWeb.
       5. Click Confirm and close the window.
   • Priority – the higher the number, the higher the priority, so the higher the option will appear on the product detail page on HorizonWeb.
   • In use – select to put the customization option in use. When an option is not in use, it will not be displayed on HorizonWeb.
7. Click Confirm.
8. Repeat steps 5-7 to add more options.

   

Adding a Customization Option to a Product

Note: Customization options can be added to several products at once from Stock Card > Browse > Add Customization.

1. On the Stock Card, Browse to the product and click the Customization Options tab.
2. Below the list, click an option you've configured.
3. Click Add. The option is added to the grid.
4. Click Confirm.

See Also