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.
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
- Open the attribute at Settings > E-Commerce > Product Attributes.
- In Selector Settings (or Number Settings), tick Is an Order Level Setting.
- Set Priority Sort to control where it appears in the panel. Lower numbers first; ties sort by formula name.
- 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".
- 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 the expanded presets option 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.
- 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 on a product that is fully set by presets is worked out when an attribute changes or a second item is added.
- Read-only numbers can't be presets.
- 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.