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How to Create and Manage Customizations

With customizations, you give your customers the opportunity to personalize products according to their preferences – either as an optional or mandatory selection, with or without an additional charge.

Creating Customizations:

To create a customization, follow these steps:

  1. Log in to the ikas Dashboard:

    Sign in to your ikas dashboard.

  2. Access Customizations:

    In the left menu, click on Products > Definitions and select Customizations.

  3. Create a New Customization:

    Click on Add Product Option Set and give a name to the customization.

  4. Add Customization Options:

    Click on Add Option in the Options section.

  5. Set up Options:

    • Title on the Product Page: Define how the option will appear on the product page.
    • If additional description is needed, check the box Add Optional Text and enter the text in the input field that appears.

  6. Choose the Type of Customization:

    Select from various options on how the customization should be presented:

    • Checkbox: A simple option to enable or disable.
    • Choice: Several display options:
      • List: Options are shown as a dropdown menu.
      • Box: Options appear as clickable fields.
      • Color/Image: Options can be displayed as color fields or images.
      • Minimum or maximum number of selectable options can be set.
      • Price increases can be added either as a fixed amount or a percentage.
      • Through Add Value, additional options can be added.
    • Color Picker: Customers can select a color from a scale.
    • Date Picker: Allows setting a start and end date.
    • File Upload: Customers can upload files, with the option to define allowed file formats and set minimum and maximum file numbers. The maximum file size for uploaded files is 160 MB.
    • Text Input: Allows entering a short text with a set character limit.
    • Paragraph: Provides the option to input longer text with defined character limits.

  7. Set Up Price:

    • Decide whether the customization option should have an additional charge.
      • Set the price as a fixed amount or a percentage surcharge.
    • Adjust different price lists for different customer groups.

  8. Advanced Settings:

    • Link Options: Enable the checkbox Show this option if another option is selected to define a condition, and choose the corresponding option that must be selected as a prerequisite for the current option.
    • Set as Mandatory: Enable the checkbox This option is required to make the option mandatory.

  9. Save Customization Option:

    Click on Add at the top-right to save the option.

  10. Adjust Order (Optional):

    If you have multiple customization options, arrange them in the desired order via Drag & Drop.

  11. Edit or Delete Options (Optional):

    Use the Edit icon or the Trash icon to make changes or delete options.

  12. Preview:

    A live preview on the right shows how the customization will appear on the product page.

  13. Save:

    Click Save at the top-right to secure the customization.

 

Assigning Customizations to Products

After creating the customization within definitions, it needs to be activated in the relevant products. Follow these steps:

  1. Access Product:

    Go to the Products > Products section in the left menu and click on the product where you want to add a customization.

  2. Add Customization:

    Scroll down on the product detail page to the Product Customization section and select the created customization.

  3. Remove Customization (Optional):

    If you want to remove a customization, hover over the selected customization and click on the X symbol.

  4. Save:

    Click Save at the top-right to secure your changes.