Articles on: coreSTORE

coreSTORE - Inventory: Adding Item Options

Options are additional items or services that a customer can choose to add to their base product during checkout. They provide a way to customize the product or purchase complementary items. Examples of options include:

Gift wrapping for a product
Adding a background check service when selling a firearm
Upgrading to expedited shipping
Adding a phone case or charger along with a new phone purchase


Variations: These are different versions of the same product that come with pre-defined characteristics. For example, a t-shirt can have variations in size (S, M, L) or color (red, blue, green). Each variation typically has its own unique identifier (SKU) for inventory management.

The key difference is that variations are essentially different product versions, while options are add-ons to a product.

The steps below explain how to setup options in coreSTORE.








Select "Inventory" on the left-hand side.



Step 1 screenshot


Select "Options" in the sub-menu
Step 2 screenshot


Select "Add" to enter a new Option.
Step 3 screenshot


Fill out your new option name.
Step 4 screenshot


Select "OK".
Step 5 screenshot


Select the "Manage Values" button to the right of the Option you just added.
Step 6 screenshot


Select "Add" to enter in a new Value.
Step 7 screenshot


In the "Item" field, you can add an Inventory Item as an Option and give it a "Type Name". Otherwise, you can just enter a Type Name.

Item: If you add an Inventory Item, it will automatically pull that item into the sale's screen if that Option is selected.

Type Name/Cost/Selling Price: If you don't want to tie the option with an Inventory Item, you can just give the Option a specific "Type Name". The "Cost" & "Selling Price" fields don't need to be filled in unless you want to charge for the option and keep record of your cost.

Modifiers: If you want, you can add different modifiers to an option that would allow you to be more specific as far was what option their choosing. An example of this would be if you were adding an a "custom" option, you could add modifiers to it to further describe what kind of custom work would be done. This is what it would look like:

Option: Custom Paint

Modifiers: Green

Red

Blue

(Note: When adding a Modifier, hit the "Enter" key on your keyboard to add multiple modifiers.)

By doing this, it will give you the option of "Custom Paint" and then give you the choice of choosing which "Modifier" to add which would be either Green, Red or Blue.

Step 8 screenshot


After inputting the information you want, you can click "Save".
Step 9 screenshot


To add an Option to an Inventory Item, we can go to Inventory > Items.
Step 10 screenshot


Search for your Inventory Item and click "Edit" next to it.
Step 11 screenshot


Once inside, select the "Variations" tab at the top.
Step 12 screenshot


Scroll down to the bottom and select which Options you would like to have available for this item.
Step 13 screenshot


Once your finished, click on "Save".
Step 14 screenshot


To see the results, we can go to Sales > New Sale.
Step 15 screenshot


Ring up the item that you added that Option for.
Step 16 screenshot


Select the option you want to tie to the Sale.
Step 17 screenshot


Once selected, click the "Submit" button.
Step 18 screenshot


After that, you should now have your option added to your sale.
Step 19 screenshot

Updated on: 06/26/2024

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