Product Options: Rules

Product option rules are a way to change the product — such as price, weight, or image — depending on which options the customer selects. For example, if you sell t-shirts and want to change the picture depending on what color is selected, you would create a rule for each color.

You can create the following rules:

Rules can be added to individual products, or applied to multiple products simultaneously. Rules can be set for the following types of option:

  • Color
  • Size
  • Multiple choice
  • Swatch
  • Checkbox
  • Product lists

Rules cannot be set for other types of options, such as text fields or date fields.

Creating Rules

When creating a rule, you may want it to only apply to an individual product, in which case you would create a product-based rule. If you want to be able to apply the rule to multiple products at the same time, you can create an option set-based rule, which will apply to any products using the same option set.

If you prefer to create your rules in a spreadsheet and bulk import them, see Importing Product Options.

Creating Product-based Rules

1. Go to Products and select your product to edit it.

2. Under the Options tab, select the Rules button on the left.

3. Click Create a Rule.

Create a rule button highlighted under the Rules tab

4. Under When These Are Selected, select the option/combination of options you want the rule to apply to. To select them, click the plus sign (+) next to the name of the option, and select your choice.

Size and Color values selected in "When These Are Selected" part of the rule creation window

5. Under Make These Changes, put a checkbox next to each change you want to implement when the customer selects option or combination you've selected above. You may need to add additional details for some rule types. See Rule Types for a walkthrough for each rule type.

6. When finished, click Save and Close.

Creating Option Set-based Rules

1. Go to ProductsProduct Options.

2. Under the Option Sets tab, locate the Option Set you want to set rules for. Click the Action iconEdit Rules.

3. On the following page, click Create a Rule.

Create a rule in the Option Set Rules screen

4. Under When These Are Selected, select the option or combination of options you want the rule to apply to. To select them, click the plus sign (+) next to the name of the option and select your choice.

5. Under Make These Changes, put a checkbox next to each change you want to implement when the customer selects the SKU, option, or combination you've selected above. You may need to add additional details for some rule types. See Rule Types for walkthrough for each rule type.

User-added image

In this example, if the customer selects both 'green' and 'small', $3 will be added to the price.

6. When finished, click Save and Close.

Rule types

You can create the following types of rules. Rules can be used separately or in combination.

Changing the price

This rule lets you adjust the price when a particular option or combination of options is selected.

You can add to or remove a certain amount (based on your default currency) or percentage. You can also set a fixed price.

Adjust price settings in the "Make These Changes" section

Adjust the weight

This rule lets you adjust the weight when a particular option or combination of options is selected.

You can add to or remove a certain weight (based on your physical dimension settings) or percentage. You can also set a fixed weight.

Make it unavailable for purchase

This rule can be used to make a certain option or combination of options hidden or unavailable. You have two choices:

Hide the option — use for a particular value or values you don't want the client to see as being available. For example, if you offer a shirt in multiple colors and sizes, but don't want to let customers see the green shirt, you can opt to hide green.

 

This will hide all instances of the values you select, instead of targeting specific combinations. For example:
  • Selecting both "small" and "green" will hide the small and green options.
  • Selecting to hide a SKU will result in the same effect as Show Unavailable.

It cannot be used to create conditional options (e.g. if the customer chooses small, hide green as an option). To learn how to set up conditional options, see Creating Conditional Options

Show Unavailable message — use to make a certain option or combination of options show an 'unavailable' message when selected by the customer.

Show a different image

This rule changes the primary product image when a particular  option or combination of options is selected. The image must be saved on your computer to be selected. This function does not work with the Image Manager.

Select Browse to select the new image from your computer.

Stop Processing Rules

This rule makes it so that once a rule has been triggered, no other rules will be triggered afterwards. For example, you would use this if you have a rule that adds $50 to the price, and another that will add $5 to the price for something else, but you don't want to tack on the $5 if your customer is already choosing the $50 option.

Conditional Options

You may find it useful to change what additional options are available when a certain option is selected. For example, if a shirt comes in two colors and two sizes, but the second color is not available in the second size, you might want to hide the second size from the menu as soon as the second color is selected.

This functionality is called "Conditional Options" and is done by setting up your SKUs and inventory in a specific manner. To learn how to set this up, see Creating Conditional Options.

Managing Rules

To edit a rule, click the Action icon and select Edit from the drop-down menu. You can also Delete your option or move it to a different page (when you have enough options on your product to trigger pagination).

To enable or disable rules, go to the Rules area on your product. Check or uncheck the box under Enabled.

To delete a rule, select the Action icon and select Delete from the drop-down.

Delete a rule from the action menu

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