Lesson 8: Adding an Additional Dropdown Menu

Tyler MacDonald Updated by Tyler MacDonald

Objective

Expand product options by introducing an additional dropdown menu.

Outcome

By the end of this lesson, your product will be more versatile, allowing for greater customization with minimal effort, making it easier to cater to various customer preferences.

Note: In this lesson, we enhance the product by adding another dropdown menu.

Step 1: Copy the Previous Lesson's Product and Rename

As with previous lessons, each subsequent lesson will be a copy of the last. Follow these steps:

  1. Copy the Product
    • From Lesson 7: Integrating Custom Formula into the Conditional Double-Sided Logic, click on the blue action button and select Copy Product.
    • This will generate a copy of the product, which will be in Draft Mode.
  2. Update Basic Settings
    • Click on Basic Settings and update the following fields:
      • Product Name: Lesson 8: Adding an Additional Dropdown Menu
      • Product Description: The product is now more versatile, allowing for more customization with minimal effort, making it easier to cater to various customer preferences.

Step 2: Adding and additional Dropdown Menu

  1. From the Configure Pricing Tab, Scroll down and lets "+Add New Dropdown Menu"
    • Fill in the Details
  2. Update the System Formula
    • Change the system formula from Area to None. This allows us to implement our own custom formula.
    • Select the checkbox next to This Dropdown Menu is Optional to allow users the option to skip making a selection.
  3. Add Custom Logic
    • Click Custom, and input the following code:
    (Width*Height)/144
    This code dynamically calculates the area, giving greater control over the product’s functionality.

Step 3: Configuring and Publishing the Product

Once saved, you'll remain on the Configure Pricing screen by default.

Draft Mode

All newly created products, or copies of products, are initially set to Draft Mode. This feature allows you to work on a product without introducing it into the main system.

Publishing the Product

To publish your product:

  1. Select the blue action button in the top right corner.
  2. Choose Publish Product from the dropdown menu.

Once published, the draft tag will disappear, indicating that the product is now active and ready to be used in transactions.

Step 4: Adding the Product to a Transaction

Using the quote started in the previous lesson, let's add this new product as a line item:

  1. Enter a Width and Height of 120".
  2. Select a Material from your dropdown.
  3. Select a Lamination from your dropdown.
  4. Click and unclick the Double-Sided checkbox.
  5. Click Save.

Conclusion

Congratulations! You've successfully expanded your product options by adding an additional dropdown menu, further enhancing the customization capabilities of your product. In the next lesson, we’ll continue refining your product setup to provide even more flexibility and user control.

How did we do?

Lesson 7: Integrating Custom Formula into the Conditional Double-Sided Logic

Lesson 9: Creating Custom Fields to Enhance Usability

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