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Order-level settings (presets)

Set up order-level settings (presets) in Allmoxy so customers answer wood type, finish or door style once per order and every product they add starts with those answers.

Order-level settings, also called presets, are attributes the customer answers once at the top of the order. Every product added afterwards starts with those answers, and changing a preset can update the whole order. Turn one on by ticking Is an Order Level Setting on a select or number attribute. You may also see them called Shortcut Presets, their old name.

Applies to: every shop with its own catalog. You need the Manage Catalog permission to set them up; customers and employees use them on the order page.

In this article

Make an attribute an order-level setting

  1. Open the attribute at Settings > E-Commerce > Product Attributes.
  2. In Selector Settings (or Number Settings), tick Is an Order Level Setting.
  3. Set Priority Sort to control where it appears in the panel. Lower numbers come first, so set Door Type to 1 to show it first. Ties sort by formula name, not display name.
  4. Tick Set Attribute Default in Order Level Setting if the attribute's default should be pre-selected in the panel. Leave it off and the preset starts on "Select One", and products use the attribute's own default.
  5. Save.

Good candidates are answers that are the same across a whole order: wood type, finish, door style, grain direction, edgebanding. If customers change the answer from product to product, it isn't a good preset.

How customers use them

The Order Level Settings panel sits at the top of the order page, collapsed until the customer opens it. They pick their answers, then choose how to apply them:

  • Apply to Current Products changes every product already on the order and everything added later.
  • Apply only to Future Products leaves what's on the order alone and applies the answers to products added from now on.

Answers stay set when the customer leaves the order and comes back. Orders with folders can carry different presets per folder, for example one finish for the island and another for the perimeter.

To have the panel open by default instead of collapsed, turn on Default Expanded Order Level Settings at Settings > E-Commerce > Order Settings.

Things to know

  • A product can't opt out. Presets apply to every product added to the order. If one product should ignore them, that attribute shouldn't be a preset. A preset also offers the same options for every product, so you can't show different options depending on the product.
  • Overrides and defaults: if a product overrides the attribute's default, the preset shows "Select One" for it rather than guessing.
  • The first item's price can be blank. On a product fully set by presets, the first item shows no price until you change one of its attributes or add a second item.
  • Read-only numbers can't be presets.
  • Text attributes can't be presets. Only select and number attributes have the Is an Order Level Setting box. For something typed once per order, such as a job number or a site contact, use an order custom field instead.
  • Big preset lists load on demand when the lazy preset option is on for your shop, which keeps long order pages fast.
  • Reselling: when you resell another Allmoxy shop's products, their presets can be copied into your catalog as attributes named after the supplier, and removed again if the supplier drops them.

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