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.

Fichier:Customproduct newoption.png

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. Exemple: on saisit dans la zone le chiffre 10 pour un montant d'option de 5€, le prix du produit augmentera de 15€
	Saisie libre	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 Attention, il doit y avoir une option de texte pour afficher le texte saisie et %s afin de préciser la position du texte saisie

Paramétrages des listes d'options

Comme indiqué précédemment chaque option est séparé d'un point virgule ";" pour chaque ligne d'option, il est possible de définir 3 valeurs séparées par un #

• le texte de la ligne d'option
• le montant propre à la ligne d'option (coefficient multiplicateur)
• le composant de la référence du produit pour l'option

Saisie de texte libre

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

Saisie des options d'un produit

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.

On se positionne sur l'onglet customProduct pour saisir les options présentes sur chaque produits ayant des options.

Sur l'écran si dessous:

• Le produit 1 est saisie à deux reprises et peu avoir deux groupes d'options saisie différent
• Le produit 2 ne possède pas d'option
• Le produit 3 présente la totalité des type d'options possible.

Le bouton [Enregistrer] n'est présent que lorsque le document est à l'état brouillon

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).

Cela permet de faire apparaitre sur les documents les options sélectionnées pour le produit.