How to Create Options and Variants for Your Ecommerce Products

Table of Contents

  1. Introduction
  2. What are Options and Variants?
  3. Creating and Assigning Options
  4. Editing and Displaying Options
  5. Creating and Managing Variants
  6. Image Management for Variants
  7. Additional Settings
  8. Important Considerations
  9. Conclusion
  10. FAQ

Introduction

Are you looking to offer your customers a variety of choices without overwhelming your inventory management? Managing multiple product variations, such as color, size, or material, while maintaining a seamless shopping experience can be challenging. But don't worry—options and variants are here to help. These features not only keep your products organized but also enhance the shopping experience by allowing customers to easily find exactly what they’re looking for.

In this detailed guide, we’ll walk you through the steps to effectively create and manage options and variants for your products. By the end, you'll be well-equipped to handle product variations efficiently, thereby boosting customer satisfaction and streamlining your operations.

What are Options and Variants?

Options

Options are specific choices available for a product. These can range from color and size to material and finish. For instance, a T-shirt might have options for size (small, medium, large) and color (red, blue, green). Options allow customers to tailor their selections to meet their preferences.

Variants

Variants are the combinations of the chosen options. For example, if a T-shirt comes in three sizes and three colors, you would have nine variants in total (one for each size and color combination). These variants can have unique attributes such as different prices, stock levels, or images.

Creating and Assigning Options

Step 1: Collect Product Information

Before diving into the product editor, gather all necessary information about the options your products will have. This preliminary step will make the process smoother and help you stay organized.

Step 2: Access the Options Tab

Navigate to the Product Editor and click the 'Options' tab. This will lead you to a dropdown menu.

Step 3: Create New Option

Select 'CREATE NEW' from the dropdown menu and enter a title for the new option, such as 'Color' or 'Size'. Click the 'Create Option' button to proceed.

Step 4: Enter Option Values

A table will appear where you can enter different values for the option. For example, under 'Color,' you can list values like 'Black,' 'Red,' and 'Blue.' Continue adding values by typing them into the text field and clicking 'Create value.'

Step 5: Save and Assign Option

Once you’ve added all the values, close the table by clicking the 'X' icon. Now, save the product by clicking the 'Save' icon. Repeat the process for additional options if necessary.

Editing and Displaying Options

Option Editor

In the Option Editor, you can decide how and where options will be displayed on your website. Navigate to the Option Editor by clicking on the option title in the 'Options' tab or by going to Products > Options through the main menu.

Refine Block Integration

You can choose to include the option in the Refine block on category pages by ticking the 'Include in refine block' checkbox. This feature allows customers to filter products based on specific criteria.

Display Preferences

Set how the option should appear on the product page. You can choose from four display formats:

  1. Select field
  2. Radio buttons (only for products with one option)
  3. Option icons with select field (V2 only)
  4. Option icons only (V2 only)

For more details, refer to the specific guide on setting up Option Icons.

Creating and Managing Variants

Step 1: Generate Variants

Once you’ve created your options and values, a 'Variants' tab will automatically appear. This tab lists all possible combinations of options, known as variants.

Step 2: Add Unique Data

By default, these variants inherit the main product data. To customize each variant, you need to add a unique SKU. You can either type the SKUs manually or generate them by clicking the 'Generate Variant SKUs' button. After generating the SKUs, save the product to make other fields editable.

Step 3: Customize Variants

Each variant can have its own barcode, part number, pricing, weight, stock quantity, and more. If your product is downloadable, mark it as 'Intangible' and assign a specific file. This flexibility is invaluable for handling products with diverse attributes.

Step 4: Assign HS Codes and Country

For international shipping, assign unique HS Codes and countries to each variant. This step is crucial for ensuring compliance with global trade regulations.

Image Management for Variants

Assigning Variant Images

Navigate to the 'Images' tab in the Product Editor. Here, you can upload specific images for each variant. This ensures that when customers select particular options, the corresponding images will display, enhancing the shopping experience.

Using 'Apply to all Variants'

For scenarios where multiple variants share the same image, use the 'Apply to all Variants with' option. This saves time by allowing you to bulk upload images for all applicable variants.

Parent and Variant Images

The 'Parent' image generally represents the main product and can be used to display the product in different colors or finishes. Ensure that both the Parent and first Variant have the same images to avoid conflicts.

Additional Settings

In Sequence Setting

Enable the 'In Sequence' setting to ensure customers select options in the displayed order. This is useful for dynamic stock updates and available choices, improving the user experience.

Important Considerations

Unlimited Options but Limited Variants

While there’s no limit to the number of options you can create, each product can have up to 500 variants. Plan accordingly to manage this constraint effectively.

Bulk Import and Export

Utilize the Product Import feature for batch updating or adding options and variants. This is especially useful for large inventories.

Conclusion

Effectively managing product options and variants can greatly improve your ecommerce operations. This guide should serve as a comprehensive reference to help you set up and customize these features, making your products more user-friendly and organized for your customers. By following these steps, you’ll be well on your way to offering a more tailored and efficient shopping experience.

FAQ

What are product options?

Product options are selectable choices like color, size, and material that allow customers to customize their purchases.

How are variants different from options?

Variants are combinations of different option values, each representing a unique product variation.

Can I add unlimited options to a product?

Yes, you can add as many options as you like, but each product is limited to 500 variants.

How do I assign images to specific variants?

Go to the 'Images' tab in the Product Editor, select a variant, and upload the corresponding images.

What is the 'In Sequence' setting?

This setting ensures that customers choose their options in a specific order, which helps in dynamically updating stock levels and available choices.

By effectively utilizing options and variants, you can offer diverse product choices without overwhelming your inventory system, making it easier for customers to find exactly what they’re looking for. Happy selling!