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Product Customization
Christopher Ike avatar
Written by Christopher Ike
Updated over 2 months ago

Do you sell make-order products like wedding gowns and customized T-shirts, and want to give your customers the opportunity to add the customization they want to their orders? For example, they can select custom materials or finishes they want in their orders.

You can do that with ease now.

Steps to Creating Product Customization Field

Step 1: Create the Custom Field

The first step is to create a field for the custom product by navigating to Settings >> Tags & Custom Fields.

Here, you can edit an already existing field by clicking the Product Customization checkbox. Better yet, you can create a new one from scratch. Either way, Add Options, Thumbnail, and Additional cost. Bear in mind that you can add as many options as you want.

Step 2: Add The Custom Field to a Product

After creating the custom field, the next step is to add them to the product you wish to customize by following the steps illustrated below:

Step 3: Add The Customization In a Sales Order

After adding the customization to the product, you can now add them to a sales order as an add-on. Bear in mind that you can only select one customization option add-on from a field at a time.

Once you've added the add-ons to the sales order, the system will add the cost of each selected customization to the unit price of the product and then update the total value of the order.

After creating and confirming the order, you can create a pick ticket, invoice, payment, etc. for it, and they will all carry the add-ons you added.

Adding Customizations To Production Orders

When creating production orders from a sales order with a product that has customization add-ons, Uphance will automatically import those add-ons into the production order. This saves you the stress of adding them manually.

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