Creating Product Options

To create or edit the product options themselves, go to your products list. On your products list page, you will see an ‘Edit Product Options’ link. Clicking it will link you to the ‘edit product options’ page.

Once you find your way to the ‘edit product options’ page, you will see a list of all your product options. This list contains data fields and existing option names, option values, and any surcharges associated with them. It also has the ability for deleting options. To create new product options, fill in the set of data fields near the top of the page. Choose a name for the new option, as well as any values and surcharges.

• Option Name: The name of the option you create. Once you create it, it will appear in your product options list as a link.
• Option Values: These are the values assigned to the option name you create. They are the actual choices offered for the given option. For instance, if you have ‘Size’ as an option, the values might be ‘Small’, ‘Medium’, and ‘Large’.
• Value Surcharge: This is the additional cost you may charge customers to choose a certain option. Surcharges may be specified in whole numbers (5) or as decimals to two places (5.00, 4.99, etc.). You do not have to add surcharges.

For example, you own a clothing business and sell a variety of apparel. The clothing you sell is not made with just one type of material. All the apparel you sell is made with one of three choices: cotton, wool, or silk. You want your customers to be able to choose what material they want their clothes to be fashioned from. You will create a product option to do this. As the option name, you choose ‘Material’ and enter it into the correct field. As for option values, you would set three: cotton, wool, and silk. You decide to add a surcharge for wool and silk, as the base price advertised on your site is for cotton, and we know that wool and silk are more expensive. So, in the corresponding surcharge fields, you enter the appropriate amounts. For cotton, you would enter 0.00 to specify no surcharge. You decide to charge an extra $10.00 for wool. Enter 10.00 to do so. As for silk, well that is expensive, so you decide to charge an additional $25.00 for that. 25.00 should be entered to accomplish this. When you are finished, click on ‘Save Changes’ to save your options. This will effectively add an option called ‘Material’ to your product options list.

The example used here is precisely that, and the values and surcharges displayed are totally arbitrary. The actual number and types of options and values are unlimited. If, instead of material, you want to offer different sizes or colors, so be it. This system allows you to create
product options as unique as you want, and as you see fit.

Editing Existing Product Options

To edit existing product options, click on the name of the one you wish to edit. It will appear in your list as a link. It will lead you to a page with another set of data fields and delete options. Most of the fields will have previously saved data, but two will be empty. To edit an existing value, simply click in the correct field and change it to what you want. To change the name of the option, click that field and enter what you want. To delete a value, check the box next to the relative values. To add a new set of values, enter the suitable option value and surcharge. When you are totally finished adding, editing, or deleting, click on the ‘Save Changes’ button.

Removing Product Options

To delete a product option on the ‘edit product option’ page, check the delete option box next to the corresponding product option. Check any and all options you wish to delete. To finalize your actions, click ‘Save Changes’.

If you created your products using the Product Upload method, you may create product options for them, as well. You must create your product options for each product using the explanation above in this section. Product options are NOT created in the CVS Template.

Associating Product Options With Your Products

To associate or dissociate product options, you must do this from the ‘edit product’ page. This page is found by going to your products list and clicking on an ‘Edit’ link. The ‘Edit’ link you click should be that of whichever product you want to add options to. At the bottom of the ‘edit product’ page, you will see a list of all available options you created. This list appears in the form of a table, with labeled headings. There are four headings:

1. ‘Available’: The options associated (available) with the particular product you are editing will have a check in the box under the ‘Available’ heading. If the box is not checked, that set of options is not available for (associated with) that product. Warning Product Option Association To associate or dissociate a set of options, simply check or uncheck the corresponding
box, as needed.
2. ‘Option’: This denotes the name of the product option.
3. ‘Values’: This displays the values for each option.
4. ‘Surcharge’: This displays the extra charges you may charge to customers for choosing a given product option.

When finished, click the ‘Save Changes’ button at the bottom of the page. This will save your changes.

To create a new product in our system, you’ll need to first add the item to our database. The steps below should be followed in the order they are given to ensure problem-free results.

1. Login to your account.
2. Click ‘Set up Products’ on the main page.
3. Click ‘New Product’ in the upper right hand corner of the screen.
4. You will see a screen with several fields. Any field with an ‘*’ is required and must be completed. All others are optional. Below a description of each field follows.

Your Product ID (Required) - This is an internal reference number for your use. A part number, bin location or other reference that will be useful to you. This field can consist of only letters and numbers with no spaces or special characters.

Name (Required) - This is the name or title of your product. Keep this as short as possible (no more than 30 characters) as it can cause the payment page to become distorted.

Description - This is what your product is. We recommend you keep this short as well to keep the payment page from becoming distorted.

Price (Required) - This is how much the customer will be charged each payment cycle. Do not include any currency symbols (like ‘$’) in this field or errors will result.

Weight - If you plan to use our shipping systems and will ship by weight, specify the weight here.

Handling - If there are any product-specific handling charges, they go here. These charges are above and beyond your normal shipping charges, and are only applied if this product is purchased, they are applied for each product ordered, i.e. if 3 of this product are ordered, the customer will be charged 3 times this amount. Do not use currency signs (like ‘$’) and do not use commas. Prices can be specified in whole numbers or as decimals to 2 places (example: 4.95).

Tangible (Required) - This indicates whether or not your product is tangible. Tangible goods must be shipped in a timely manner in order for you to receive payment. Tangible goods are also subject to sales tax for Ohio customers. This field must be set correctly, if 2Checkout becomes aware you have deliberately lied about whether or not a good is tangible, your account will be suspended, and further penalties may apply. Note that if you set this field to intangible, the customer will not be charged for shipping and the option to select shipping methods will not be shown on the order page.

Pending URL - The customer will be returned to this URL if 2CO cannot immediately determine if payment information is valid. Examples would be e-checks, FxSource orders and high fraud risk orders. This is especially useful for e-good vendors who don’t wish to provide access until payment has been confirmed.

Approved URL - This is the URL your customer will be returned to when the payment has been confirmed. Most credit card orders will be sent here.

5. Once you have configured the product to your satisfaction, press ‘Create Product’ to save the product to the database.

Note: For help creating recurring products (products where the customer is automatically re-billed a set amount after a certain amount of time has elapsed) please see the tutorials linked below.

—-Related Articles—-

• How do I set up a new recurring product?

You are able to upload a CSV file with your product information to our Version 2 database. Your CSV file must be in a specific format and all lines must be correct in order for the upload to be successful. If there is an error with the upload, our system will give you an error message stating which lines do not follow the proper format.

To upload a CSV file with your products, you will need to click on option 4 (set up products) from your account homepage. Next you will want to select the “Upload New Products” link located in the upper right corner of your computer screen. Simply browse your computer for the correct CSV file and select the upload button.

If you have any troubles with the upload, please use the following links to troubleshoot and set up your CSV file.

Here is a template:
https://www.2checkout.com/downloads/product_upload_template.csv

Here are instructions that explain the format:
https://www.2checkout.com/2co/admin/product_upload?instruct=1