« CustomProduct/en » : différence entre les versions

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Liam (discussion | contributions)
Page créée avec « '''Checkbox''' | style="vertical-align:top;" | A simple checkbox allowing you to select or deselect the option. The text entered in the option parameter is displayed to the right of the checkbox. |- | style="vertical-align:top;" | '''Checkbox List''' | style="vertical-align:top;" | A list of checkboxes. The possible choices are entered in the option parameter, separated by a semicolon. |- | style="vertical-align:top;" | '''Percentage Checkbox List''' | style="ver... »
Liam (discussion | contributions)
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(23 versions intermédiaires par le même utilisateur non affichées)
Ligne 44 : Ligne 44 :
CustomProduct allows you to define additional options at the product level.
CustomProduct allows you to define additional options at the product level.
You can choose whether or not to display the selected options in the product description.
You can choose whether or not to display the selected options in the product description.
[[File:customproduct_parametrage.png|800px]]
[[File:customproduct_parametrage_en.png|800px]]


* Several switches allow you to enable or disable features, such as displaying or not displaying options, the price of the option on the product details.
* Several switches allow you to enable or disable features, such as displaying or not displaying options, the price of the option on the product details.
Ligne 59 : Ligne 59 :
{| class="wikitable"
{| class="wikitable"
|- style="vertical-align:top;"
|- style="vertical-align:top;"
| [[File:customproduct_definitionoptionliste.png|600px]]
| [[File:customproduct_definitionoptionliste_en.png|600px]]
|
|
A table displays the list of options already defined for the product.  
A table displays the list of options already defined for the product.  
Ligne 72 : Ligne 72 :
{| class="wikitable"
{| class="wikitable"
|- style="vertical-align:top;"
|- style="vertical-align:top;"
| [[File:customproduct_clonnage.png|600px]]
| [[File:customproduct_clonnage_en.png|600px]]
|
|
When cloning options to another product, the confirmation window allows you to specify:
When cloning options to another product, the confirmation window allows you to specify:
Ligne 82 : Ligne 82 :
Clicking the Add button opens a window to enter a new option.
Clicking the Add button opens a window to enter a new option.


[[File:customproduct_newoption.png|800px]]
[[File:customproduct_newoption_en.png|800px]]
{| class="wikitable"
{| class="wikitable"
| style="vertical-align:top;width:20%;" |
| style="vertical-align:top;width:20%;" |
Ligne 132 : Ligne 132 :
Pressing the pen at the beginning of the line allows you to modify the option.
Pressing the pen at the beginning of the line allows you to modify the option.


[[File:customproduct_editoption.png|800px]]
[[File:customproduct_editoption_en.png|800px]]


In the case of a drop-down list, it is possible to specify for each choice
In the case of a drop-down list, it is possible to specify for each choice
Ligne 143 : Ligne 143 :
{| class="wikitable"
{| class="wikitable"
|-
|-
|rowspan="9" style="vertical-align:top;" | [[File:customproduct_listeoption.png|250px]]
|rowspan="9" style="vertical-align:top;" | [[File:customproduct_listeoption_en.png|250px]]
|  
|  


Ligne 161 : Ligne 161 :
Presented and configured like the previous option. Checking multiple choices multiplies the option amount.
Presented and configured like the previous option. Checking multiple choices multiplies the option amount.


<div lang="fr" dir="ltr" class="mw-content-ltr">
Example: If two options are selected for an option amount of €5, the product price will increase by €10.
'''Exemple''': on sélectionne deux options pour un montant d'option à 5€, le prix du produit augmentera de 10€
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
'''Liste de radio-bouton'''
'''Radio Button List'''
| style="vertical-align:top;" |  
| style="vertical-align:top;" |
Une liste de case à cocher, un seul choix possible parmi la liste, les choix sont saisis dans le paramètre d'option séparé d'un point virgule ;
A list of checkboxes, with only one choice possible from the list. The choices are entered in the option parameter, separated by a semicolon.
Il est possible d'appliquer un coeficient multiplicateur avec un # sur la liste multipliant le montant de l'option.
It is possible to apply a multiplier coefficient with a # to the list, multiplying the option amount.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
Example: In the "selection coef3#3" field, for an option amount of €5, the product price will increase to €5.50.
Exemple: on saisit dans la zone "selection coef3#3", pour un montant d'option de 5€, le prix du produit passera à 5,5€
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
'''Liste de radio-bouton pourcentage'''
'''Percentage radio button list'''
| style="vertical-align:top;" |  
| style="vertical-align:top;" |
Une liste de case à cocher, un seul choix possible parmi la liste, les choix sont saisis dans le paramètre d'option séparé d'un point virgule ;
A list of checkboxes, with only one choice possible from the list. The choices are entered in the option parameter, separated by a semicolon.
Il est possible d'appliquer un coeficient multiplicateur avec un # sur la liste multipliant le montant de l'option.
It is possible to apply a multiplier coefficient with a # to the list, multiplying the option amount.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
Example: If you enter "selection coef3#3" in the field, for an option amount of €5, the product price will increase to €5.50.
Exemple: on saisit dans la zone "selection coef3#3", pour un montant d'option de 5€, le prix du produit passera à 5,5€
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
'''Liste déroulante'''
'''Drop-down list'''
| style="vertical-align:top;" |  
| style="vertical-align:top;" |
Idem que "liste radio-bouton" mais avec une présentation plus compacte sous la forme d'une liste déroulante (combobox)
Same as "radio-button list" but with a more compact presentation in the form of a drop-down list (combobox)
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
'''Liste déroulante pourcentage'''
'''Percentage drop-down list'''
| style="vertical-align:top;" |  
| style="vertical-align:top;" |
Idem que "liste radio-bouton pourcentage" mais avec une présentation plus compacte sous la forme d'une liste déroulante (combobox)
Same as "radio-button list percentage" but with a more compact presentation in the form of a drop-down list (combobox)
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
'''Pourcentage'''
'''Percentage'''
| style="vertical-align:top;" |  
| style="vertical-align:top;" |
une valeur numérique multipliant le montant de l'option.
a numeric value multiplying the option amount.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
Example: Enter the number 10 in the field for an option amount of €5; the product price will increase by €15.
'''Exemple''': on saisit dans la zone le chiffre 10 pour un montant d'option de 5€, le prix du produit augmentera de 15€
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
'''Saisie libre'''
'''Free Entry'''
| style="vertical-align:top;" |  
| style="vertical-align:top;" |
Le fait de saisir du texte dans cette zone augmente le prix du produit, ce type d'option peu servir dans le cas d'une gravure ou le fait de saisir  le texte à graver augmente le prix du produit forfaitairement
Entering text in this field increases the product price. This type of option can be used for engraving, or entering the text to be engraved increases the product price by a fixed amount.
Attention, il doit y avoir une option de texte pour afficher le texte saisie et %s afin de préciser la position du texte saisie
Note: There must be a text option to display the entered text and %s to specify the position of the entered text.
|}
|}
=== Paramétrages des listes d'options ===
=== Option List Settings ===
Comme indiqué précédemment chaque option est séparé d'un point virgule ";"
As previously indicated, each option is separated by a semicolon ";"
pour chaque ligne d'option, il est possible de définir 3 valeurs séparées par un #
For each option line, you can define three values ​​separated by a #.
* le texte de la ligne d'option
* The text of the option line
* le montant propre à la ligne d'option (coefficient multiplicateur)
* ​​The amount specific to the option line (multiplier coefficient)
* le composant de la référence du produit pour l'option
* The component of the product reference for the option
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
=== Free Text Entry ===
=== Saisie de texte libre ===
To display free text in the description, add a % in the options; otherwise, the text will not be displayed in the PDF document.
pour afficher la saisie libre dans la description, il faut ajouter un % dans les options, sinon le texte ne sera pas affiché sur le document PDF
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
[[File:customproduct_saisilibre_en.png|600px]]
[[File:customproduct_saisilibre.png|600px]]
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
=Entering Product Options=
=Saisie des options d'un produit=
Once the product lines have been entered on the main tab, a numeric indicator (badge) indicates whether or not there are any options available for the products entered.
Une fois les lignes de produits saisies sur l'onglet principal, un indicateur numérique (badge) indique si il y a ou non des options saisissables pour les produits que l'on a saisie.
[[File:customproduct_InfoBadge_en.png|600px]]
[[File:customproduct_InfoBadge.png|600px]]
</div>






<div lang="fr" dir="ltr" class="mw-content-ltr">
We go to the customProduct tab to enter the options present on each product with options.  
On se positionne sur l'onglet customProduct pour saisir les options présentes sur chaque produits ayant des options.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
On the screen below:
Sur l'écran si dessous:
* Product 1 is entered twice and can have two different groups of options entered.
* Le produit 1 est saisie à deux reprises et peu avoir deux groupes d'options saisie différent
* Product 2 has no options.
* Le produit 2 ne possède pas d'option
* Product 3 has all possible types of options.
* Le produit 3 présente la totalité des type d'options possible.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
[[File:custompproduct_SaisieOptions_en.png|800px]]
[[File:custompproduct_SaisieOptions.png|800px]]
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
The '''[Save]''' button is only present when the document is in draft state
Le bouton '''[Enregistrer]''' n'est présent que lorsque le document est à l'état brouillon
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
Once saved, if the setting has been enabled, the selected options are added to the product description (and are naturally updated if changed).
Une fois enregistrée, si le paramètre a été activé, les options sélectionnées sont ajoutés à la description du produit (et sont naturellement mise à jour si on les change).
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
This allows the options selected for the product to appear on the documents.
Cela permet de faire apparaitre sur les documents les options sélectionnées pour le produit.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
[[File:customproduct_editionoption_en.png|800px]]
[[File:customproduct_editionoption.png|800px]]
</div>

Dernière version du 3 septembre 2025 à 18:28

CustomProduct allows you to create customizable product options:
  • Define your own options for each product
  • Associate an additional amount for each option
  • The product's selling price is automatically modified based on the options
  • Transfer the selected options between documents (quote, order, invoice)

Overview

CustomProduct adds options management at the product level.

These are not variants/declinations with their own stock but rather products or services to which we associate options which may or may not be chargeable.

These can also be services that we want to add to a product without necessarily keeping a stock of them.

Additional text added by customProduct on a customer order will naturally be passed on to the purchase order

Example

Consider the sale of a laptop.

This computer has a base price and a set of options that can be added or not.

When getting a quote, you select the options you want to add to the computer. The price of the computer will change depending on the options you select or not.

Lors de la transformation du devis en commande ou facture, les options sont transférées sur le nouveau document et il est possible de changer celle-ci au denier moment.

How it works

The module allows you to define a set of options for each product.

For each option it is possible to define a set of properties that will condition its operation.

When entering a document (quote, order, customer invoice), you select the different products and their quantity.

Once this product entry is complete, we move to the customproduct tab of the document.

The product options appear and can then be entered (as long as the document is in draft state).

At the end of the entry of the options, all the selected options are validated, an update of the product prices is then carried out according to the defined options.

Settings

CustomProduct allows you to define additional options at the product level. You can choose whether or not to display the selected options in the product description.

  • Several switches allow you to enable or disable features, such as displaying or not displaying options, the price of the option on the product details.
  • It is possible to customize the text that will separate the product description and the options description.
  • It is finally possible to customize the option prefix with a default hyphen or any other characters

Defining Product Options

List of Product Options

The customProduct tab of a product allows you to manage product options.

A numeric badge indicates the presence of options defined for the product.

A table displays the list of options already defined for the product.

From this tab, you can:

  • create a new option
  • modify an existing option
  • delete an existing option
  • clone/transfer the list of options to another product

Cloning Options to Another Product

When cloning options to another product, the confirmation window allows you to specify:

  • the selection of the product to which the cloned options will be sent
  • whether you want to replace the existing options on the receiving product

Creating an Option

Clicking the Add button opens a window to enter a new option.

Label (required)

Text that will be presented in front of the option, such as the color

keyref

Additional product reference if the feature is enabled

Description

Text that will be presented as a tooltip explaining the option (you can specify certain details here)

Option type (required)

Select the type of option you wish to use; the list of options will be detailed below.

Option parameter, description text

Text displayed in the product description in the part, or some options require an additional set of parameters, such as the list of choices for a drop-down menu.

Please note that the options are displayed one after the other. If you want to position them on a line, you must add a
tag here to trigger a line break.

Amount excluding VAT

The amount to add to the product price if the option was selected.

Position

The order in which the options are placed.

Display the option in the product description

If this checkbox is not selected, activating the option will not trigger a display in the product description of the item.

Modifying the option

Pressing the pen at the beginning of the line allows you to modify the option.

In the case of a drop-down list, it is possible to specify for each choice

  • a specific price
  • a specific complementary product reference

In this case, the # is used as a separator between the data (see image).

Types of options available

There are currently six possible options to choose from.

Checkbox

A simple checkbox allowing you to select or deselect the option. The text entered in the option parameter is displayed to the right of the checkbox.

Checkbox List

A list of checkboxes. The possible choices are entered in the option parameter, separated by a semicolon.

Percentage Checkbox List

Presented and configured like the previous option. Checking multiple choices multiplies the option amount.

Example: If two options are selected for an option amount of €5, the product price will increase by €10.

Radio Button List

A list of checkboxes, with only one choice possible from the list. The choices are entered in the option parameter, separated by a semicolon. It is possible to apply a multiplier coefficient with a # to the list, multiplying the option amount.

Example: In the "selection coef3#3" field, for an option amount of €5, the product price will increase to €5.50.

Percentage radio button list

A list of checkboxes, with only one choice possible from the list. The choices are entered in the option parameter, separated by a semicolon. It is possible to apply a multiplier coefficient with a # to the list, multiplying the option amount.

Example: If you enter "selection coef3#3" in the field, for an option amount of €5, the product price will increase to €5.50.

Drop-down list

Same as "radio-button list" but with a more compact presentation in the form of a drop-down list (combobox)

Percentage drop-down list

Same as "radio-button list percentage" but with a more compact presentation in the form of a drop-down list (combobox)

Percentage

a numeric value multiplying the option amount.

Example: Enter the number 10 in the field for an option amount of €5; the product price will increase by €15.

Free Entry

Entering text in this field increases the product price. This type of option can be used for engraving, or entering the text to be engraved increases the product price by a fixed amount. Note: There must be a text option to display the entered text and %s to specify the position of the entered text.

Option List Settings

As previously indicated, each option is separated by a semicolon ";" For each option line, you can define three values ​​separated by a #.

  • The text of the option line
  • ​​The amount specific to the option line (multiplier coefficient)
  • The component of the product reference for the option

Free Text Entry

To display free text in the description, add a % in the options; otherwise, the text will not be displayed in the PDF document.

Entering Product Options

Once the product lines have been entered on the main tab, a numeric indicator (badge) indicates whether or not there are any options available for the products entered.


We go to the customProduct tab to enter the options present on each product with options.

On the screen below:

  • Product 1 is entered twice and can have two different groups of options entered.
  • Product 2 has no options.
  • Product 3 has all possible types of options.

The [Save] button is only present when the document is in draft state

Once saved, if the setting has been enabled, the selected options are added to the product description (and are naturally updated if changed).

This allows the options selected for the product to appear on the documents.