Step 1: Create Option Set
Get started with creating an Options Set and choose a product to apply it to.
Option Set = a set of options that you can use for specific products.
1.1. In the Option Set tab, click on Create Option Set
1.2. After clicking on Create Option Set, a new Option set will show up. You can edit the Option Set's name here and click on the arrow on the left to start adding options.
Click on Add Option to create a new option in your Option Set.
Click on Select From Option Template to use the option template that you created.
1.3. Fill in all the option detail needed here then hit Save to finish the Option setup.
These are the terms you will see and what they means:
- Option name
The Option name will not display on the storefront product page. This data only shows while setting up options and can help you keep them organized.
- Label on Product:
The Label on Product is the title for your option. It is the text appearing above the option field on the storefront product page.
- Label on Cart:
The Label on Cart is the text appearing on the Cart summary screen, Checkout, and Order detail page, next to what customers have inputted or selected for the option. This value needs to be unique for each and every one of your options.
- Option Type:
The Option Type includes 10 types that you can choose according to your needs: Radio Buttons, Checkboxes, Drop-Down Menu, Swatch, Text, Large text, Number, DateTime, Color Picker, and File Upload.
You can save the option you just created to the Option Template and use it for other Option Sets in the future.
1.4. Find the products you want to apply the Option Set to using Tag/ Vendor/ Product Type/ URL/ URL Handle/ All Products.
Find tag, vendor, product type, URL, URL handle in Products menu of store admin
You can find the Tag/ Vendor/ Type in the Product section of your Shopify Admin page.
Add other products using AND/OR (Optional)
You can also add other products in this option set using the AND/OR buttons.
For 'AND', products must satisfy all Tag/Vendor/... to have the Option Set applied.
For 'OR', products that have either condition will have the Option Set applied.
Tick the checkbox in the Required column to make options compulsory. Customers cannot skip required options to proceed with adding products to Cart.
The required option will show on the product page with a red asterisk.
1.5. Click on Save changes.
--> If you have activated the app in the theme, you can see them on the storefront now!
Now you can check your great work on the storefront!