What they are and how to use them:
If you haven't educated your customers on how to use order-level settings, you're missing an opportunity to save them time when inputting their orders!
Order Level Settings are attributes that your customers can select before adding any products to their cart. Then, any of those attributes will be auto-filled by the selection made in the presets. This is extremely helpful if you're ordering multiple products with the same attributes like wood type, grain direction, etc.
How do I set up a preset?
Easy! Go to the attribute that you would like to add to your Order Level Settings list> Check the box. This attribute will now be available on the order page when your customers open the Order Level Settings dropdown.
Now, the default you have set for each attribute can be set on the preset as well! Check the box "Set Attribute Default in Order Level Setting" to turn this default on your Order Level Settings.
A few things to note about Order Level Settings defaults:
1. If you have an Override set on your attribute that is different from the original default, the preset will reset to --Select One--.
2. When you have a product that is totally configured with the Order Level Settings, the FIRST item you add does not evaluate the price until an attribute on that product is changed or a second item is added to the order.
3. The Order Level Settings start out as a collapsed bar on the order page that can be expanded when you're ready to make selections. If you'd like the Order Level Settings to default to an expanded position (instead of starting out collapsed) you'll find a setting called "Default Expanded Presets" in your Order Settings!
4. Order Level Settings now stay set after you've left the order or bid so that you no longer have to make the selections again after coming back to finish the order.
5. There is not currently a way to pick and choose which options show up on presets depending on products. The expectation for these presets is that they are order-wide selections. If your customer will be changing the option on that attribute from product to product, it is probably not suitable as an Order Level Setting.
Apply to Current Products vs Apply only to Future Products
There are two options in order level settings that you are able to select, Apply to Current Products as well as Apply only to Future Products.
If you select Apply to Current Products then it will apply whatever attributes you have selected to all the products that are currently in the order, as well as all future products that will be added.
If you click on Apply only to Future Products, it won't change the products that you have currently in the cart, but it will change all future products to have that attribute selected.
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