Product Options: Product Pick List
A product pick 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 pick lists can use option rule logic as well as SKU product data to trigger price changes, product image changes, and shipping size/weight changes. When creating the product pick list option, you can set up automated shipping weight and inventory changes, and optionally add the cost of the add-on item to the parent product's original price.
When would I use a product pick list option?
There are two major uses for the product pick list option: upselling related products or providing options when bundling products together.
Upselling Related Products
Product pick 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 pick list option to offer another book by the same author. You could even combine it with a price change rule or SKU product data to make an offer like "Add another book by John Smith, save 30%!".
Bundling Products Together
Product pick lists can also be used if you're selling a "bundle" of individually purchasable products. For example, if you're selling a gift basket that consists of a bottle of wine, a cheese, and crackers, you could use product pick 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 pick list option. To see more information on how you would set a gift basket like this up, see Product Pick List Bundling Scenario: Gift Basket.
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 Pick List
4. Once you select Product Pick List, 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 or with SKU product data 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 Search by Category or Search by Product Name to locate a particular product. If searching by category, you will need to select the bottom-most level sub category to see the products that are in it. Select a product by clicking it, then clicking Select at the bottom of the pop-up.
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 more products to the pick list, click the green plus sign (+). Offering multiple products will allow the customer to choose between these products. Note that only one product can be selected from a pick list, so if you want to allow the customer to select multiple products, you'll need to add another pick list option to the 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.
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.) The option set can be edited from the Option Sets page if you ever want to change this.
8. Save your changes. You can now apply the Option Set to a product.
Why Isn't My Product Available in the Product Pick List?
When creating a discount, coupon, or Product Pick List option, you may attempt to add a particular product that doesn't appear in the product pick list pop-up window. This is because these features do not work with products with any the following attributes:
Why can't I attach products with these attributes?
Products with options or configurable fields cannot be added to a product pick list option or a discount rule because there is no way for to determine which particular option or configurable field the customer would choose.
What should I do?
To have a physical product display as an option in a Product Pick List, you can remove the option set, event date, or configurable field associated with it. Note that disassociating a product with its option set will also remove any rules and SKUs associated with those options.
Alternatively, you can create a nearly identical product that doesn't have options, and use that specifically for product pick list options. Such a product can be hidden from the navigation.
If you are trying to add a downloadable product, you may want to consider attaching the file directly to the product using these instructions.
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 pick 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 pick 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 pick list option without appearing in your general catalog or on a search page.