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.
   • 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.

For any assistance or if you have further questions, please let us know. You can contact us by phone at +49 7361 3893012 or email us at support@ikas.de.