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Advanced Product
Options
User Guide
Advanced Product Options MageWorx	
  
User Guide 2
Important Notice
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enhancements, improvements, and other changes to its products and services
at any time and to discontinue any product or service without notice.
Customers should obtain the latest relevant information before placing orders
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applicable at the time of sale in accordance with MageWorx standard
warranty. Testing and other quality control techniques are used to the extent
MageWorx deems necessary to support this warranty. Except where mandated
by government requirements, testing of all parameters of each product is not
necessarily performed.
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design. Customers are responsible for their products and applications using
MageWorx components. To minimize the risks associated with customer
products and applications, customers should provide adequate design and
operating safeguards.
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implied, is granted under any MageWorx patent right, copyright, mask work
right, or other MageWorx intellectual property rights relating to any
combination, machine, or process in which MageWorx products or services are
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Copyright © 2009-2015 MageWorx
Advanced Product Options Magento extension MageWorx	
  
User Guide 3
Table of Contents
Extension Installation ......................................................5
Extension Usage.............................................................7
Creation of custom options template .................................7
Backup/Restore custom options template ......................... 10
Custom Options’ inventory............................................ 11
Stock Report ............................................................ 17
Order Products in Bulk................................................. 18
Quantity for custom options on the front-end..................... 18
Customer Groups for custom options................................ 22
Dependent Custom Options........................................... 23
Weight of Custom Options ........................................... 25
Cost of Custom Options ............................................... 26
Multi-Store Support ................................................... 26
Absolute Prices ........................................................ 27
Tier Prices for Custom Options ...................................... 28
Special Price for Custom Options ................................... 29
SKU Policy .............................................................. 30
Link Custom Options to Products ................................... 32
Catalog – Manage Products............................................ 33
Import/Export .......................................................... 36
Color/Image Swatch. Overlay Options ............................. 37
Descriptions for Options, Option's Values .......................... 42
Settings .................................................................. 45
Advanced Product Options MageWorx	
  
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 Magento 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.
Advanced Product Options MageWorx	
  
User Guide 5
Extension Installation
11 Disable Compilation Mode if it is enabled
22 Log out from Magento Admin panel if you are logged in
33 Unpack the contents of the ‘extension’ folder from the package
file purchased from MageWorx to your Magento root folder
44 Log into Magento Admin Panel
55 If Cache Control is enabled in Magento go to ‘System > Cache
Management’ section, select ‘Refresh’ under ‘All Cache’ drop-
down menu and press ‘Save Cache Settings’
66 Enable Compilation Mode back if necessary
77 Now go to ‘System > Configuration > MageWorx tab >
Extensions & Support’ section. If you see ‘Advanced Product
Options’ in the list of installed MageWorx extensions you are
done.
Advanced Product Options MageWorx	
  
User Guide 6
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 to the folders with the custom
design. You should copy all the folders (“layout” and “template”) inside
the folder “app/design/frontend/default/default/” of the extension’s
package to the folder with your current template and/or theme:
“app/design/frontend/<your_template>/<your_theme>/”.
Don’t forget to refresh the cache if enabled.
Advanced Product Options MageWorx	
  
User Guide 7
Extension Usage
Custom Options Templates
Log in to Magento Admin panel and go to ‘Catalog’ > ‘Advanced
Product Options’ section. The list of all created templates is available
on this page.
A number of products each template is assigned to is also shown
directly in the grid.
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.
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User Guide 8
‘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.);
• 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.
• 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.
Advanced Product Options MageWorx	
  
User Guide 9
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.
You can assign products by entering their IDs or SKUs as well.
The system calculates the load on the server when assigning a
template to products and if the server’s resources are not enough, the
system launches the multi step process and processed products by
parts. It allows assigning templates to unlimited number of products at
once.
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User Guide 10
One more 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.
Please note that all other features available for the options should be
enabled in the configuration.
Backup/Restore Custom Options Templates
Advanced Product Options extension allows you to import and export
templates with all their options. You can export one template or export
specific templates in bulk. The templates will be exported to a file on
your computer. This file can be used only for import in our extension.
This functionality makes the process of copying options templates
between different sites very easy. All you have to do is to export
templates from one site and import them into another one.
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User Guide 11
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 restored 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
Out of stock options can be hidden or disabled on the front-end (this
happens automatically when the quantity gets zero). You can choose
either just to disable out of stock options on the front-end or to disable
and display “Out of stock” label for such options on the front-end.
Out of stock options can be backordered the same way as backorders
for normal products in Magento work.
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User Guide 12
Low stock options
The APO also allows displaying the “Low stock” message for custom
options which are getting low stock. You can specify a quantity to
enable the low stock functionality, i.e. if an option’s inventory gets
lower this value, the option becomes the low stock.
Available stock options
Our extension allows displaying available inventory for custom options
on the front-end. You can also decide for what options you need to
display available stock:
• Display for in Stock Only – it will show the stock for custom
options, which are in stock, i.e. it will ignore the low stock options
if enabled;
• Display including Low Stock – it will show the stock for in-
stock and low-stock options;
• Display for Low Stock Only – it will show the stock for low
stock options only.
Advanced Product Options MageWorx	
  
User Guide 13
Minimum & Maximum quantities for custom options
You can specify a maximum or minimum value of custom options is
allowed to purchase.
For example, if you have a minimum value set to 3 and a maximum
value set to 7, it means that if a customer chooses this option on the
front-end, by default 3 will be added to the main product Qty field and
customers won’t be able to purchase less than 3 of these options. The
same for maximum value: customers won’t be able to add more than 7
of this option to the cart.
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 this case
by default. This will guarantee that quantities of custom options of the
products will always reflect actual data. However, you can select the
“Update Assigned Options' Stock on Save” when saving a template
and the stock of custom options will be updated for assigned products
as well.
Advanced Product Options MageWorx	
  
User Guide 14
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. This setting can be
enabled/disabled.
Note: We recommend disabling this setting because it can affect the
overall performance.
Front-end
You can see how the custom options with enabled inventory feature
look on the front-end (quantity can be shown on the front-end and out
of stock options are disabled):
Advanced Product Options MageWorx	
  
User Guide 15
Advanced Product Options MageWorx	
  
User Guide 16
Low stock is shown:
Assign 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. For this you should
enter a SKU of a product into SKU field of the custom option.
After that the stock quantity of the product will be copied to the quantity
of the option and the last one will be disabled for editing unless you
remove the SKU. If a customer purchases the linked product the
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User Guide 17
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 will be colored in
red and you will be able to specify the inventory for the custom option
manually.
The icon just near the SKU field allows you to open a connected
product in a new tab. It can be useful if you need to check this product.
Stock Report
The APO extension has the built-in report, which shows the inventory
for all custom options’ values on a site. The options are breakdown by
product and custom option. So you can easily find an option for a
product, which is getting out of stock, for example. The report also
shows if an option is connected to another product via SKU. You can
update the inventories for selected options at once. It’s possible to set
the inventory, increase or decrease the inventories by specific values.
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User Guide 18
By clicking on a product name you will get to a product edit page in the
back-end.
Order Products in Bulk
Our extension allows you to create custom options that update the
main product Qty field by a specific amount. Example: if you sell
products by packs (6 items in a pack; 8 items in a pack and 10 items in
a pack). You need to add 6, 8 or 10 items to the cart once the
appropriate option is selected. For this, you should enter x6, x8 and
x10 to the Qty field for each appropriate option’s value in the back-end.
When a customer chooses the option “6 items in a pack”, the main Qty
field on the front-end will be updated to 6.
If customer chooses several options with “x” feature, all the amounts
are summed and added to the main Qty field.
Quantity field 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
Advanced Product Options MageWorx	
  
User Guide 19
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:
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User Guide 20
Qnty Input is enabled. Your customers can add custom options with
the quantity different from the main product’s one.
The “Qty” label can be translated directly in the back-end (“Default
Option Qty Field Label” setting).
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.
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User Guide 21
You can enable/disable the display of quantity of added options in the
cart directly in the back-end (“Show Qty per Option in Cart” setting)
The options are displayed correctly on the last checkout step too:
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User Guide 22
Orders, Invoices, email notifications reflect the changes as well:
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 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:
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User Guide 23
The customers who do not belong to the selected groups won’t even
see such options unless they change a customer group.
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” field to 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.
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User Guide 24
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.
Advanced Product Options MageWorx	
  
User Guide 25
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) and thus you
specify create a stock value for combination of options.
All types of custom options can be dependent. Checkbox, Radio-
button, Drop-down and Multi-select types can be parent options.
Moreover, you can hide dependent custom options on the front-end
unless customers select parent options.
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User Guide 26
Weight of Custom Options
Since v3.0 you can specify a weight for each custom option value. 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 configurable products.
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.
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User Guide 27
Cost of Custom Options
You can specify a cost for each custom option value. This cost will be
added to a product’s cost. It allows you to track the final cost of your
products correctly.
The cost for custom options can be enabled/disabled in the back-end.
Multi-Store Support
Advanced Product Options allows translating custom options templates
to different languages by specifying appropriate translations for each
store view. This is done similar to standard Magento multi-stores
support. You can also create custom options for particular store views.
For this just select the necessary store views for each custom option.
When editing an options template you can switch a store view in left
drop-down and specify an appropriate value for necessary store view.
Note: you can change only option's title, option's description, view
mode, titles of option's values and prices of option's values.
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User Guide 28
If you need to hide several options on specific store views, you should
choose the «View Mode = Disable» for them.
You can change this on a product level too:
Absolute Prices
Since v2.5.0 Advanced Product Options allows using absolute prices
for custom options. You can enable it for each options template or per
a product. This makes possible to create custom options with normal
Advanced Product Options MageWorx	
  
	
  
User Guide 29
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 product's price will be $5,
i.e. the option's price will replace the product's price.
Note: the same product cannot have options with normal and absolute
prices at the same time. If you select the absolute prices check-box, all
the options will behave as options with absolute prices.
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:
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User Guide 30
Tier prices can be fixed or percentage. You can add tier prices for
specific customer groups if necessary.
Your customers will see the tier prices when they select the option:
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:
Advanced Product Options MageWorx	
  
User Guide 31
Special price can be fixed or percentage. It's possble to set up special
prices for specific customer groups. Our extension allows you to
specify dates when the special price should be active. You can also
add a comment, which will be displayed near a new price on the front-
end:
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:
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User Guide 32
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 the option's SKU in
the order:
2) Grouped Mode. This mode transforms custom options into
separate items in the order and replaces the product with custom
options:
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.
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User Guide 33
It's possible to apply the SKU Policy to the order view only or to the
cart and order view.
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.
Note: The product which is linked to your main product via SKU should
not have custom options. Otherwise the SKU Policy won't be applied.
Link Custom Options to Products
The Advanced Product Options extension allows you to connect
custom options to other products in your catalog. For this you should
just enter a SKU of a valid product to the SKU field of an option. If
everything went smoothly, then you will see the icon next to the SKU
field, which will allow you to open a connected product in a new tab:
If the entered SKU is wrong, then it will be highlighted in red:
When you connect options to products, it’s possible to copy the
product’s price, name, cost, weight and stock to the option:
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User Guide 34
Once they are synced, these values will be disabled for editing for the
option unless you unselect the necessary attributes in the setting
above or remove the connection by emptying the SKU field.
You can disable the link functionality at all by selecting the “None”
option.
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.
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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.
Keep Options on Unlink
This check-box can be found below the templates list in the Custom
Options tab when editing a product.
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This setting is used when it’s necessary to keep all options of an
assigned template after removing the connection between a product
and this template. Normally, if you just remove the product from the
template, all options of this template will be removed from the product
as well. However, if you need to keep these options you should do the
following: select “Keep Options on Unlink” -> deselect the template in
the “Options Templates” area -> save the product.
Note: if you assign a template to a product and then changed the
options of the template directly on the product level, all your changes
will be reverted to original values in the next template update. You
should unassign the template using the “Keep Options on Unlink” in
this case.
Note: if you assign a template to a product and then removed some
the options of the template directly on the product level, all your
removed options will be restored to in the next template update. You
should use “Do Not Restore Deleted Options” check-box while saving
the template. It won’t restore options that were removed on the product
level.
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User Guide 37
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: options are imported/exported with a connection to custom
option templates.
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Color / Image Swatch. Overlay Options
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:
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 in the product’s gallery or replace the gallery, you can
ignore this mode for the first uploaded image:
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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 value and
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:
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The front-end:
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The main product’s image is switched when the color is selected:
The size of these thumbnails can be adjusted in the configuration of
the extension.
You can also create options of the “Swatch Multiselect” type. It means
that customers will be able to choose several values of such swatch
option on the front-end.
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
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the setting “Ignore for First Image”. This will use the second image for
replacing.
The extension supports the Overlay image mode. With this mode the
images will overlay the main product image. Each next selected
overlay option will be added on previous ones. This feature can be
used when you give your customers the way to create their own item
like choosing the frames of the image.
Descriptions for Options, Options' Values
The Advanced Product Options extension can add the descriptions for
the entire option and for each option’s variation (value). These
descriptions can be shown as a plain text or as a tooltip on the front-
end. Admin can configure this in the back-end separately for the entire
option and for the option’s value.
You can use HTML tags in the descriptions.
Our extension also allows you to choose how you would like to enter
the descriptions: in a text field; in a text area or using the WYSIWYG.
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WYSIWYG
Text Area
Advanced Product Options MageWorx	
  
	
  
User Guide 44
This is how it looks on the front-end:	
  
Tooltip	
  
	
  
Plain text
Advanced Product Options MageWorx	
  
User Guide 45
Settings
You can find extension’s settings in System – Configuration –
MAGEWORX – Catalog – Advanced Product Options.
Advanced Product Options MageWorx	
  
User Guide 46
• 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 a
weight for custom options.
• Enable Cost – enables/disables the ability to enter a cost for
custom options.
Advanced Product Options MageWorx	
  
User Guide 47
• 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 Date for Special Price – this setting allows you to
specify dates when special prices will be available.
• Enable Tier Price - enables/disables the ability to add tier
prices for each value of the custom options.
• Linked Assigned Product’s Attributes to Option via SKU
– you can specify what product’s attributes should be copied
to the option once they are connected via the SKU. If none is
selected, nothing will be copied from the linked products to
the option.
• Enable Option’s Description – enables the description field
for the entire option. You can also choose how the description
will be shown on the front-end: as a plain text or as a tooltip.
• Description’s Edit Mode – it changes the way how you enter
descriptions in the back-end. You can enter it either in a text
field/area or using WYSIWYG.
• Enable Option’s Variation Description – enables the
description field for each value of an option. You can also
choose how the description will be shown on the front-end: as
a plain text or as a tooltip.
• Enable Option SKU Policy – enables/disables the SKU
Policy functionality.
Advanced Product Options MageWorx	
  
User Guide 48
• Default Option SKU Policy – you can select a default mode
for the SKU Policy.
• Apply Option SKU Policy to – you can choose where the
SKU Policy should be applied: order view only or cart and
order view.
• Enable Custom Options Inventory – enables/disables stock
quantity feature for custom options.
• Out-of-stock 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
Advanced Product Options MageWorx	
  
User Guide 49
• 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
• Enable Custom Options for store views - enables/disables
possibility to assign custom options to different store views
• 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.
Advanced Product Options MageWorx	
  
User Guide 50
Compatibility with Instant Cart extension
Instant Cart extension adds AJAX pop-up when one adds products
to 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:
Advanced Product Options MageWorx	
  
	
  
User Guide 51
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
Advanced Product Options MageWorx	
  
User Guide 52
customers understanding that the price is configurable and can be
higher:
Using Custom Options to purchase product in different quantities
The APO can add products to cart with different quantities
depending 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:
When customers select the option1 on the front-end, it will add
100 items of the main product:
Advanced Product Options MageWorx	
  
User Guide 53
You can use this functionality in combinations of absolute, one-
time options to configure this for your needs. 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.
You may be interested in other Mageworx Product Management
extensions.
Advanced Product Options MageWorx	
  
User Guide 54
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 J
Before submitting a support ticket, please check our knowledge
base for Advanced Product Option extension
http://support.mageworx.com
If you need support related to MageWorx extension usage, feel free
to contact us at support@mageworx.com
Advanced Product Options MageWorx	
  
	
  
User Guide 55
Getting Help with Magento
MageWorx offers outstanding services developing custom tailored
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 sales@mageworx.com

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User Guide: Advanced product options Magento extension

  • 2. Advanced Product Options MageWorx   User Guide 2 Important Notice MageWorx reserves the right to make corrections, modifications, enhancements, improvements, and other changes to its products and services at any time and to discontinue any product or service without notice. Customers should obtain the latest relevant information before placing orders and should verify that such information is current and complete. All products are sold subject to MageWorx terms and conditions of sale supplied at the time of order acknowledgment. MageWorx warrants performance of its products to the specifications applicable at the time of sale in accordance with MageWorx standard warranty. Testing and other quality control techniques are used to the extent MageWorx deems necessary to support this warranty. Except where mandated by government requirements, testing of all parameters of each product is not necessarily performed. MageWorx assumes no liability for applications assistance or customer product design. Customers are responsible for their products and applications using MageWorx components. To minimize the risks associated with customer products and applications, customers should provide adequate design and operating safeguards. MageWorx does not warrant or represent that any license, either express or implied, is granted under any MageWorx patent right, copyright, mask work right, or other MageWorx intellectual property rights relating to any combination, machine, or process in which MageWorx products or services are used. Information published by MageWorx regarding third-party products or services does not constitute a license from MageWorx to use such products or services or a warranty or endorsement thereof. Use of such information may require a license from a third party under the patents or other intellectual property of the third party, or a license from MageWorx under the patents or other intellectual property of MageWorx. Resale of MageWorx products or services with statements different from or beyond the parameters stated by MageWorx for that product or service voids all express and any implied warranties for the associated MageWorx product or service and is an unfair and deceptive business practice. MageWorx is not responsible or liable for any such statements. All company and brand products and service names are trademarks or registered trademarks of their respective holders. Copyright © 2009-2015 MageWorx
  • 3. Advanced Product Options Magento extension MageWorx   User Guide 3 Table of Contents Extension Installation ......................................................5 Extension Usage.............................................................7 Creation of custom options template .................................7 Backup/Restore custom options template ......................... 10 Custom Options’ inventory............................................ 11 Stock Report ............................................................ 17 Order Products in Bulk................................................. 18 Quantity for custom options on the front-end..................... 18 Customer Groups for custom options................................ 22 Dependent Custom Options........................................... 23 Weight of Custom Options ........................................... 25 Cost of Custom Options ............................................... 26 Multi-Store Support ................................................... 26 Absolute Prices ........................................................ 27 Tier Prices for Custom Options ...................................... 28 Special Price for Custom Options ................................... 29 SKU Policy .............................................................. 30 Link Custom Options to Products ................................... 32 Catalog – Manage Products............................................ 33 Import/Export .......................................................... 36 Color/Image Swatch. Overlay Options ............................. 37 Descriptions for Options, Option's Values .......................... 42 Settings .................................................................. 45
  • 4. Advanced Product Options MageWorx   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 Magento 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.
  • 5. Advanced Product Options MageWorx   User Guide 5 Extension Installation 11 Disable Compilation Mode if it is enabled 22 Log out from Magento Admin panel if you are logged in 33 Unpack the contents of the ‘extension’ folder from the package file purchased from MageWorx to your Magento root folder 44 Log into Magento Admin Panel 55 If Cache Control is enabled in Magento go to ‘System > Cache Management’ section, select ‘Refresh’ under ‘All Cache’ drop- down menu and press ‘Save Cache Settings’ 66 Enable Compilation Mode back if necessary 77 Now go to ‘System > Configuration > MageWorx tab > Extensions & Support’ section. If you see ‘Advanced Product Options’ in the list of installed MageWorx extensions you are done.
  • 6. Advanced Product Options MageWorx   User Guide 6 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 to the folders with the custom design. You should copy all the folders (“layout” and “template”) inside the folder “app/design/frontend/default/default/” of the extension’s package to the folder with your current template and/or theme: “app/design/frontend/<your_template>/<your_theme>/”. Don’t forget to refresh the cache if enabled.
  • 7. Advanced Product Options MageWorx   User Guide 7 Extension Usage Custom Options Templates Log in to Magento Admin panel and go to ‘Catalog’ > ‘Advanced Product Options’ section. The list of all created templates is available on this page. A number of products each template is assigned to is also shown directly in the grid. 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.
  • 8. Advanced Product Options MageWorx   User Guide 8 ‘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.); • 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. • 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.
  • 9. Advanced Product Options MageWorx   User Guide 9 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. You can assign products by entering their IDs or SKUs as well. The system calculates the load on the server when assigning a template to products and if the server’s resources are not enough, the system launches the multi step process and processed products by parts. It allows assigning templates to unlimited number of products at once.
  • 10. Advanced Product Options MageWorx   User Guide 10 One more 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. Please note that all other features available for the options should be enabled in the configuration. Backup/Restore Custom Options Templates Advanced Product Options extension allows you to import and export templates with all their options. You can export one template or export specific templates in bulk. The templates will be exported to a file on your computer. This file can be used only for import in our extension. This functionality makes the process of copying options templates between different sites very easy. All you have to do is to export templates from one site and import them into another one.
  • 11. Advanced Product Options MageWorx   User Guide 11 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 restored 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 Out of stock options can be hidden or disabled on the front-end (this happens automatically when the quantity gets zero). You can choose either just to disable out of stock options on the front-end or to disable and display “Out of stock” label for such options on the front-end. Out of stock options can be backordered the same way as backorders for normal products in Magento work.
  • 12. Advanced Product Options MageWorx   User Guide 12 Low stock options The APO also allows displaying the “Low stock” message for custom options which are getting low stock. You can specify a quantity to enable the low stock functionality, i.e. if an option’s inventory gets lower this value, the option becomes the low stock. Available stock options Our extension allows displaying available inventory for custom options on the front-end. You can also decide for what options you need to display available stock: • Display for in Stock Only – it will show the stock for custom options, which are in stock, i.e. it will ignore the low stock options if enabled; • Display including Low Stock – it will show the stock for in- stock and low-stock options; • Display for Low Stock Only – it will show the stock for low stock options only.
  • 13. Advanced Product Options MageWorx   User Guide 13 Minimum & Maximum quantities for custom options You can specify a maximum or minimum value of custom options is allowed to purchase. For example, if you have a minimum value set to 3 and a maximum value set to 7, it means that if a customer chooses this option on the front-end, by default 3 will be added to the main product Qty field and customers won’t be able to purchase less than 3 of these options. The same for maximum value: customers won’t be able to add more than 7 of this option to the cart. 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 this case by default. This will guarantee that quantities of custom options of the products will always reflect actual data. However, you can select the “Update Assigned Options' Stock on Save” when saving a template and the stock of custom options will be updated for assigned products as well.
  • 14. Advanced Product Options MageWorx   User Guide 14 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. This setting can be enabled/disabled. Note: We recommend disabling this setting because it can affect the overall performance. Front-end You can see how the custom options with enabled inventory feature look on the front-end (quantity can be shown on the front-end and out of stock options are disabled):
  • 15. Advanced Product Options MageWorx   User Guide 15
  • 16. Advanced Product Options MageWorx   User Guide 16 Low stock is shown: Assign 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. For this you should enter a SKU of a product into SKU field of the custom option. After that the stock quantity of the product will be copied to the quantity of the option and the last one will be disabled for editing unless you remove the SKU. If a customer purchases the linked product the
  • 17. Advanced Product Options MageWorx   User Guide 17 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 will be colored in red and you will be able to specify the inventory for the custom option manually. The icon just near the SKU field allows you to open a connected product in a new tab. It can be useful if you need to check this product. Stock Report The APO extension has the built-in report, which shows the inventory for all custom options’ values on a site. The options are breakdown by product and custom option. So you can easily find an option for a product, which is getting out of stock, for example. The report also shows if an option is connected to another product via SKU. You can update the inventories for selected options at once. It’s possible to set the inventory, increase or decrease the inventories by specific values.
  • 18. Advanced Product Options MageWorx   User Guide 18 By clicking on a product name you will get to a product edit page in the back-end. Order Products in Bulk Our extension allows you to create custom options that update the main product Qty field by a specific amount. Example: if you sell products by packs (6 items in a pack; 8 items in a pack and 10 items in a pack). You need to add 6, 8 or 10 items to the cart once the appropriate option is selected. For this, you should enter x6, x8 and x10 to the Qty field for each appropriate option’s value in the back-end. When a customer chooses the option “6 items in a pack”, the main Qty field on the front-end will be updated to 6. If customer chooses several options with “x” feature, all the amounts are summed and added to the main Qty field. Quantity field 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
  • 19. Advanced Product Options MageWorx   User Guide 19 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:
  • 20. Advanced Product Options MageWorx   User Guide 20 Qnty Input is enabled. Your customers can add custom options with the quantity different from the main product’s one. The “Qty” label can be translated directly in the back-end (“Default Option Qty Field Label” setting). 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.
  • 21. Advanced Product Options MageWorx   User Guide 21 You can enable/disable the display of quantity of added options in the cart directly in the back-end (“Show Qty per Option in Cart” setting) The options are displayed correctly on the last checkout step too:
  • 22. Advanced Product Options MageWorx   User Guide 22 Orders, Invoices, email notifications reflect the changes as well: 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 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:
  • 23. Advanced Product Options MageWorx   User Guide 23 The customers who do not belong to the selected groups won’t even see such options unless they change a customer group. 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” field to 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.
  • 24. Advanced Product Options MageWorx   User Guide 24 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.
  • 25. Advanced Product Options MageWorx   User Guide 25 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) and thus you specify create a stock value for combination of options. All types of custom options can be dependent. Checkbox, Radio- button, Drop-down and Multi-select types can be parent options. Moreover, you can hide dependent custom options on the front-end unless customers select parent options.
  • 26. Advanced Product Options MageWorx   User Guide 26 Weight of Custom Options Since v3.0 you can specify a weight for each custom option value. 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 configurable products. 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.
  • 27. Advanced Product Options MageWorx   User Guide 27 Cost of Custom Options You can specify a cost for each custom option value. This cost will be added to a product’s cost. It allows you to track the final cost of your products correctly. The cost for custom options can be enabled/disabled in the back-end. Multi-Store Support Advanced Product Options allows translating custom options templates to different languages by specifying appropriate translations for each store view. This is done similar to standard Magento multi-stores support. You can also create custom options for particular store views. For this just select the necessary store views for each custom option. When editing an options template you can switch a store view in left drop-down and specify an appropriate value for necessary store view. Note: you can change only option's title, option's description, view mode, titles of option's values and prices of option's values.
  • 28. Advanced Product Options MageWorx     User Guide 28 If you need to hide several options on specific store views, you should choose the «View Mode = Disable» for them. You can change this on a product level too: Absolute Prices Since v2.5.0 Advanced Product Options allows using absolute prices for custom options. You can enable it for each options template or per a product. This makes possible to create custom options with normal
  • 29. Advanced Product Options MageWorx     User Guide 29 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 product's price will be $5, i.e. the option's price will replace the product's price. Note: the same product cannot have options with normal and absolute prices at the same time. If you select the absolute prices check-box, all the options will behave as options with absolute prices. 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:
  • 30. Advanced Product Options MageWorx   User Guide 30 Tier prices can be fixed or percentage. You can add tier prices for specific customer groups if necessary. Your customers will see the tier prices when they select the option: 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:
  • 31. Advanced Product Options MageWorx   User Guide 31 Special price can be fixed or percentage. It's possble to set up special prices for specific customer groups. Our extension allows you to specify dates when the special price should be active. You can also add a comment, which will be displayed near a new price on the front- end: 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:
  • 32. Advanced Product Options MageWorx   User Guide 32 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 the option's SKU in the order: 2) Grouped Mode. This mode transforms custom options into separate items in the order and replaces the product with custom options: 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.
  • 33. Advanced Product Options MageWorx     User Guide 33 It's possible to apply the SKU Policy to the order view only or to the cart and order view. 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. Note: The product which is linked to your main product via SKU should not have custom options. Otherwise the SKU Policy won't be applied. Link Custom Options to Products The Advanced Product Options extension allows you to connect custom options to other products in your catalog. For this you should just enter a SKU of a valid product to the SKU field of an option. If everything went smoothly, then you will see the icon next to the SKU field, which will allow you to open a connected product in a new tab: If the entered SKU is wrong, then it will be highlighted in red: When you connect options to products, it’s possible to copy the product’s price, name, cost, weight and stock to the option:
  • 34. Advanced Product Options MageWorx   User Guide 34 Once they are synced, these values will be disabled for editing for the option unless you unselect the necessary attributes in the setting above or remove the connection by emptying the SKU field. You can disable the link functionality at all by selecting the “None” option. 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.
  • 35. Advanced Product Options MageWorx   User Guide 35 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. Keep Options on Unlink This check-box can be found below the templates list in the Custom Options tab when editing a product.
  • 36. Advanced Product Options MageWorx   User Guide 36 This setting is used when it’s necessary to keep all options of an assigned template after removing the connection between a product and this template. Normally, if you just remove the product from the template, all options of this template will be removed from the product as well. However, if you need to keep these options you should do the following: select “Keep Options on Unlink” -> deselect the template in the “Options Templates” area -> save the product. Note: if you assign a template to a product and then changed the options of the template directly on the product level, all your changes will be reverted to original values in the next template update. You should unassign the template using the “Keep Options on Unlink” in this case. Note: if you assign a template to a product and then removed some the options of the template directly on the product level, all your removed options will be restored to in the next template update. You should use “Do Not Restore Deleted Options” check-box while saving the template. It won’t restore options that were removed on the product level.
  • 37. Advanced Product Options MageWorx     User Guide 37 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: options are imported/exported with a connection to custom option templates.
  • 38. Advanced Product Options MageWorx   User Guide 38 Color / Image Swatch. Overlay Options 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: 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 in the product’s gallery or replace the gallery, you can ignore this mode for the first uploaded image:
  • 39. Advanced Product Options MageWorx     User Guide 39 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 value and 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:
  • 40. Advanced Product Options MageWorx   User Guide 40 The front-end:
  • 41. Advanced Product Options MageWorx   User Guide 41 The main product’s image is switched when the color is selected: The size of these thumbnails can be adjusted in the configuration of the extension. You can also create options of the “Swatch Multiselect” type. It means that customers will be able to choose several values of such swatch option on the front-end. 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
  • 42. Advanced Product Options MageWorx   User Guide 42 the setting “Ignore for First Image”. This will use the second image for replacing. The extension supports the Overlay image mode. With this mode the images will overlay the main product image. Each next selected overlay option will be added on previous ones. This feature can be used when you give your customers the way to create their own item like choosing the frames of the image. Descriptions for Options, Options' Values The Advanced Product Options extension can add the descriptions for the entire option and for each option’s variation (value). These descriptions can be shown as a plain text or as a tooltip on the front- end. Admin can configure this in the back-end separately for the entire option and for the option’s value. You can use HTML tags in the descriptions. Our extension also allows you to choose how you would like to enter the descriptions: in a text field; in a text area or using the WYSIWYG.
  • 43. Advanced Product Options MageWorx   User Guide 43 WYSIWYG Text Area
  • 44. Advanced Product Options MageWorx     User Guide 44 This is how it looks on the front-end:   Tooltip     Plain text
  • 45. Advanced Product Options MageWorx   User Guide 45 Settings You can find extension’s settings in System – Configuration – MAGEWORX – Catalog – Advanced Product Options.
  • 46. Advanced Product Options MageWorx   User Guide 46 • 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 a weight for custom options. • Enable Cost – enables/disables the ability to enter a cost for custom options.
  • 47. Advanced Product Options MageWorx   User Guide 47 • 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 Date for Special Price – this setting allows you to specify dates when special prices will be available. • Enable Tier Price - enables/disables the ability to add tier prices for each value of the custom options. • Linked Assigned Product’s Attributes to Option via SKU – you can specify what product’s attributes should be copied to the option once they are connected via the SKU. If none is selected, nothing will be copied from the linked products to the option. • Enable Option’s Description – enables the description field for the entire option. You can also choose how the description will be shown on the front-end: as a plain text or as a tooltip. • Description’s Edit Mode – it changes the way how you enter descriptions in the back-end. You can enter it either in a text field/area or using WYSIWYG. • Enable Option’s Variation Description – enables the description field for each value of an option. You can also choose how the description will be shown on the front-end: as a plain text or as a tooltip. • Enable Option SKU Policy – enables/disables the SKU Policy functionality.
  • 48. Advanced Product Options MageWorx   User Guide 48 • Default Option SKU Policy – you can select a default mode for the SKU Policy. • Apply Option SKU Policy to – you can choose where the SKU Policy should be applied: order view only or cart and order view. • Enable Custom Options Inventory – enables/disables stock quantity feature for custom options. • Out-of-stock 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
  • 49. Advanced Product Options MageWorx   User Guide 49 • 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 • Enable Custom Options for store views - enables/disables possibility to assign custom options to different store views • 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.
  • 50. Advanced Product Options MageWorx   User Guide 50 Compatibility with Instant Cart extension Instant Cart extension adds AJAX pop-up when one adds products to 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:
  • 51. Advanced Product Options MageWorx     User Guide 51 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
  • 52. Advanced Product Options MageWorx   User Guide 52 customers understanding that the price is configurable and can be higher: Using Custom Options to purchase product in different quantities The APO can add products to cart with different quantities depending 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: When customers select the option1 on the front-end, it will add 100 items of the main product:
  • 53. Advanced Product Options MageWorx   User Guide 53 You can use this functionality in combinations of absolute, one- time options to configure this for your needs. 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. You may be interested in other Mageworx Product Management extensions.
  • 54. Advanced Product Options MageWorx   User Guide 54 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 J Before submitting a support ticket, please check our knowledge base for Advanced Product Option extension http://support.mageworx.com If you need support related to MageWorx extension usage, feel free to contact us at support@mageworx.com
  • 55. Advanced Product Options MageWorx     User Guide 55 Getting Help with Magento MageWorx offers outstanding services developing custom tailored 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 sales@mageworx.com