How to configure product options?
Define categories, variant options, and billing frequencies to structure your catalog
Introduction
The Product Options page centralizes three types of essential configurations to organize and structure your catalog:
- Product categories : Group similar products to make browsing and managing your catalog easier.
- Variant options : Define the variable characteristics of your products (size, color, material, etc.) to create different versions of the same product.
- Billing frequencies : Configure the available billing intervals for your recurring products (subscriptions).
Once created, these options will be available when configuring your products.
Access
- In the left-side menu, click Products and prices
- Click Product options
You access the hub page that presents the three configuration types. Click Manage to access each section.
Manage product categories
Categories make it possible to group similar products and create a hierarchical tree structure to organize your catalog.
Access categories
From the Product Options page, click Manage in the Product category configuration block.
View the list of categories
The list displays all your categories with the following information:
- Name : Category name
- Parent : Parent category (empty if root category)
- Description : Category description
Use the search bar to filter categories.
Create a category
- Click New at the top right
- Fill in the general information :
- Name : Category name
- Parent category (optional) : Select an existing category to create a subcategory
- Description : Category description
- In the right-side panel, set the Status (Active/Inactive)
- Click Save
Edit a category
- In the categories list, click the ⋮ menu for the category to edit
- Select Edit
- Make your changes
- Click Save
Manage variant options
Variant options define a product’s variable characteristics. An option (e.g., Color) contains multiple values (e.g., Red, Blue, Green). These options can then be used when creating variants for your products.
Access variant options
From the Product Options page, click Manage in the Product variant option configuration block.
View the list of options
The list displays all your options with the following information:
- Name : Option name (e.g., Color, Size)
- Value : List of possible values (e.g., Red, Blue)
Use the search bar to filter options.
Create a variant option
- Click New at the top right
- Fill in the general information :
- Name : Option name (e.g., Color, Size, Material)
- In the Option block, add the possible values :
- Name : Value name (e.g., Red, Blue)
- API Name : Technical identifier of the value
- Click Add an option to add other values
- Click Save
Edit a variant option
- In the options list, click the ⋮ menu for the option to edit
- Select Edit
- Add, edit, or delete values
- Click Save
Manage billing frequencies
Billing frequencies define the available intervals for your recurring products (subscriptions). These frequencies will be offered when configuring pricing for your recurring products.
Access billing frequencies
From the Product Options page, click Manage in the Billing frequency configuration block.
View the list of frequencies
The list displays all your frequencies with the Name of each frequency (e.g., Every month, Every year).
Use the search bar to filter frequencies.
Create a billing frequency
- Click New at the top right
- Fill in the general information :
- Period : Number of units (e.g., 1, 2, 3, 6, 12)
- Unit : Time unit (Day, Week, Month, Year)
- Click Save
• Monthly : Period = 1, Unit = Month
• Quarterly : Period = 3, Unit = Month
• Annual : Period = 1, Unit = Year
• Bimonthly : Period = 2, Unit = Month
Edit a billing frequency
- In the frequencies list, click the ⋮ menu for the frequency to edit
- Select Edit
- Make your changes
- Click Save
Related articles
- How do I create and set up a product?
- How do I create product variants?
- How do I edit a product variant?
- How do I configure a product’s prices?