CustomProduct/en

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.