Product Options: Product List
What We'll Cover
A product list option allows customers to add an additional product while viewing another product. This can be used to upsell related products and add-ons or to bundle products together.
Rules and SKUs
Product lists can use option rule logic to trigger price changes, product image changes, and shipping weight changes. When creating the product list option, you can set up automated shipping weight and inventory changes, as well as opt to add the cost of an add-on item to the product's original price.
When would I use a product list option?
There are two major uses for the product list option: upselling related products or providing options when bundling products together.
Upselling Related Products
Product lists can be used to upsell related or complementary products. For example, if one of your products was a book, you could use a product list option to offer another book by the same author. You could even combine it with a price change rule to make an offer like "Add another book by John Smith, save 30%!"
Bundling Products Together
Product lists can also assist you if you're selling a set of products that can also be purchased on their own. For example, if you sell with bundling products together. If you're selling a set of products that you also sell on their own,For example, if you're selling a set of productsYou would use a product list option bundling products together. For example, if you're selling a gift basket that consists of a bottle of wine, a cheese, and crackers, you could use product list options to give your shopper a choice of which wine, which cheese, and which crackers they want to include. Each choice (wine, cheese, or crackers) would be its own product list option.
Setting Up the Option
1. Go to Products › Product Options and click Create an Option.
2. Click the Create your own tile.
3. Enter the following details:
- Option Name — the name of your option (to be used internally for keeping track of options)
- Display Name — the label of the options seen by customers
- Display Type — Product list
4. Once you select Product List, you can configure the following settings:
- Display Style — choose between a Pick list or a Pick list with pictures
- Adjust Inventory — check to adjust the inventory for the optional product when a purchase is made
- Adjust Product Price — check to add the price of the optional product to the price of the main product – if you want to add a different price, you can do so with a price change rule instead
- Factor For Shipping — factor the optional product's weight and dimensions (package) into the shipping quote
- Default Selection — select which product will be selected by default (Cannot be selected until after adding products in the following step)
5. Click Choose a Product next to Option Choices.
6. A pop-up will appear and allow you to browse by category or search to locate a particular product. If browsing, you will need to select the bottom-most level subcategory the product is assigned to. Select a product by clicking it, then clicking Select at the bottom of the pop-up. Only products without options of their own can be selected.
The editable field to the right is the display name for the product as it will appear in the list. Click View to see the product in your store or Change to select a different product to add instead.
To add additional product options, click the green plus sign (+). Selecting multiple products will allow the customer to choose between these products. If you want to allow the customer to select multiple products, add an additional product list option to the option set.
7. Click Next when done. On the following page, you will be prompted to add your option to an existing option set or to create a new one.
What's an option set? An option set is a collection of one or more options that is assigned to an individual product. Products are added to an option set rather than directly to the product, so that you can apply options to more than one product at a time. Learn more.
Check The option is required to complete checkout to require your customer to select an option before they can add it to their cart. (This setting is recommended for bundling products, but not recommended if you are trying to upsell related products, as it would require your customer to purchase the add-on.)
8. Save your changes. You can now apply the Option Set to a product.
Scenario: Gift Basket
In this scenario, we're going to create a gift basket with a choice of three different wines, three different crackers, and three different cheeses. You can watch our video, or read through the written walkthrough below.
Our gift basket scenario is going to require us to create three product list options: one for wine, one for cheese, and one for crackers. They'll be combined into a single option set.
For each product list option, we'll add the following details:
- Option Name – This name is only for internal purposes. Name the product option something that will help you remember what it's about. In this case, we'll use "Wine list," "Cracker list," and "Cheese list"
- Display Name – This name will show up on the product itself and will be seen by your shoppers. You can use something like "Choose a wine," or even just leave it blank.
- Display Type – Product List
The settings portion will be up to individual choice. In this case, we'll opt to change inventory and adjust the shipping weight. Since the price of our gift basket already takes the price of the wine, cheese, or crackers into account, we'll leave that as it is for now.
We'll now click through to add the wines to the wine option. Notice how after adding a product, you can edit how the product is named in the list. In our case, one of the wines is a little pricier than the others so we're going to want to charge the customer an extra $3. We'll set that up in a later step, but in the meantime we'll add "+$3" to the product's name.
On the first option set we create, we'll also create a new option set called "Gift Basket". On the next two options, we'll select that option set on the second page.
Product list options are required by default. Should I change it? When you're upselling something, you want the customer to have the option to not buy the add-on product, so you would edit the option set to make it not required. However, in this circumstance, you need your customer to pick the wine, cheese, and crackers they want in the gift basket, so you would keep the option required.
Now it's time to go to our Gift Basket product and add the "Gift Basket" option set.
We could save here and be done. But in our case, we want to charge that extra $3 if one of the wines is selected. So we'll click on the Rules tab, and add a rule saying that if this wine is selected, $3 should be added to the price.
Once you're done setting up your product, remember to view it on your store front to make sure everything works as you intended.
Hiding a Product from the General Catalog
You may want to make it so that the products that show up as options in your product list aren't available on their own. Use the following method to hide the products from search and prevent shoppers from seeing their product page.
This process has you add your products to a category that is hidden through customer group permissions.
1. Create a category for your hidden products. In this example, ours will be called "Product list products." Add your hidden products to it.
2. Create a customer group for the public. Ours will be called "Public". If you already have customer groups set up, you can skip this step.
3. In the customer group settings, deselect Customers in this group can see products in all categories. Then select every category and subcategory except your category for hidden products.
4. Make sure Customer Group for Guests (under Customers › Customer Groups) is set to your customer group.
Your products will now appear in your product list option without appearing in your general catalog or on a search page.