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Custom Options Templates Create products with the same or similar custom options much faster using custom options templates. List of features: Enables admin to create custom options templates; Enables admin to mass assign products to templates; Enables admin to apply an options template when creating/editing a product; Templates can be applied both as integral sets of non-editable options and as sets of editable options; When a template is applied as an integral set, template changes are applied to each product, where the template is used. However admin can’t change options and option values for a particular product; When a template is applied as a set of editable options, template changes will not be applied to products, where the template is used. However admin can change options and option values for a particular product; Provides Backup and Restore functionality for your custom options and templates that were created with the help of this extension. Developed by AITOC, Inc. www.aitoc.com

Custom options templates user manual for Magento

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A quick an easy way to set up and manage custom options in Magento. Create options templates and assign them to products with a a few clicks, create dependable custom options. modify custom options for products quickly.

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  • 1. Custom Options Templates Create products with the same or similar custom options much faster using custom options templates. List of features: Enables admin to create custom options templates; Enables admin to mass assign products to templates; Enables admin to apply an options template when creating/editing a product; Templates can be applied both as integral sets of non-editable options and as sets of editable options; When a template is applied as an integral set, template changes are applied to each product, where the template is used. However admin cant change options and option values for a particular product; When a template is applied as a set of editable options, template changes will not be applied to products, where the template is used. However admin can change options and option values for a particular product; Provides Backup and Restore functionality for your custom options and templates that were created with the help of this extension. Developed by AITOC, Inc. www.aitoc.com

2. TABLE OF CONTENTS Custom Options Templates Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | 1. Creating Custom Options Template.....................................3 2. Adding Custom Options..........5 3. Assigning Template to Products.......6 4. Duplicating Template..........7 5. Product edit page. Custom Options............8 6. Product edit page. Save options as template.9 7. Options Backup and Restore.11 8. Front-end. Dependent custom options display.13 Page 2 / 15 3. 1. Creating Custom Options Template Custom Options Templates Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 3 / 15 You can create options template at the Manage Options Templates page To add a new option template please click Add New Template button. 4. Custom Options Templates Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 4 / 15 At the General section you can enter the Template title, description and also indicate whether it is active or not. By default the newly created Template gets Inactive status. 1. Creating Custom Options Template Save and Continue Edit button lets you save your current state and continue editing the template. (the feature was added in Extension version 3.0.0) 5. Custom Options Templates Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 5 / 15 Options section allows you to add unlimited number of custom options to the Template. 2. Adding Custom Options You can add dependencies of options from each other. To specify which option and value should depend on choosing the value white you need to put IDs of the dependent options/values in the children field, separated by comma. 6. Custom Options Templates Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 6 / 15 Once finished creating the Template, please click the Save Template button to finalize the process. At the Assigned Products page you can assign products to the newly created template. 3. Assigning Template to Products 7. Custom Options Templates Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 7 / 15 For handy Templates creation use the Duplicate button. But please note that if you duplicate a custom options template, then all products assigned to the original template will not be automatically assigned to the new one. 4. Duplicating Template 8. Custom Options Templates Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 8 / 15 Click Add Template Options button to add template as a set of editable options Click Assign Whole Template button to add template as a integral template (options are not editable). You can add custom options template both as integral templates and as sets of editable options. If you add a custom options template as an integral template (by clicking Assign Whole Template button), you will not be able to edit the template options for the particular product. Once you edit the template, the changes will be applied to all products which the template is assigned to. If you add a custom options template as a set of editable options (by clicking the Add Templates Options button), you will be able to edit the options for this particular product. This is the same as if you added all the options manually. The templates changes will not be applied to the products where the template is used as a set of editable options. 5. Product edit page. Custom Options 9. Custom Options Templates Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 9 / 15 6. Product edit page. Save options as template Feature added in Extension version 3.0.0 You can save options from a particular Product (under Custom Options section) as a new Template. 10. Custom Options Templates Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 10 / 15 6. Product edit page. Save options as template All custom options from the Product will be automatically inserted to the new Template You will be redirected to a new Template form 11. Custom Options Templates Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 11 / 15 7. Options Backup and Restore This feature was introduced in Extension version 3.0.0 It lets you backup and restore all your templates and options in case you would like to transfer them to a new Magento (with the Extension installed) or in case of trouble with your Database or the Extension, when the options and templates got deleted. 12. Custom Options Templates Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 12 / 15 7. Options Backup and Restore Well, the note says it all. By clicking the button you will restore your custom options and templates from your Database reserve tables. The Extension creates reserve tables in your Database, where your custom options and templates, created in the Extension, are automatically backed up after every saving of state in the Extension (adding new entities, editing entities etc.). You also have an opportunity to restore from a backup file. But restoring from reserve tables is the first quick action you might want to take in case of problem. Doing a backup to file generates a file with .bak extension for download. But the operation also automatically synchronizes your tables with live data and tables with reserve data in your Database. In spite of the fact that all your live data is automatically backed up to reserve tables, we recommend doing the back up to file from time to time. In case of transferring your custom options, created in the Extension on another Magento, you can use the functionality to restore all your custom options and templates data from a backed up file. Or in case of serious Database failure, when your Extensions data got lost restoring from file will help. But you might want to try restoring from reserve tables first. IMPORTANT! If you are using an old copy of the Extension (2.1.1 or older) and are upgrading to the new Module version (3.0.0), please make a backup first thing right after finishing the installation. To do so, please go to Admin CP -> Catalog -> Custom Options Templates -> Options Backup and Restore. Click on Backup data to file button. You should get the following warning Warning! Your live data of custom options and templates might have been damaged. If you proceed the previously backed up data will be overwritten with the damaged data and you wont be able to restore to the previous state. Please perform Data Restore first or proceed if you are confident. Click on Ok for the message and a backup will be generated. After successful backup you can use the Extension normally. 13. Custom Options Templates Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 13 / 15 8. Front-end. Dependent custom options display If you have dependent options, only the first one will be displayed when you first visit the product page. You need to choose one value to display other options 14. Custom Options Templates Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | Page 14 / 15 8. Front-end. Dependent custom options display Now, as the value for Color is chosen you can see the available sizes for it in the next option 15. Thank you for your interest in AITOCs extension for Magento. To buy this extension and browse through other useful modules, please visit our website http://www.aitoc.com/en/magento.html May you have any questions, please contact [email protected] hand made