Managing Product Customization Profile

A Product Customization Profile defines the customization options available for a product. Once a Product Customization Profile is created, the next step is to associate that profile with the products that require customization. This process enables users to tailor offerings more closely to customer needs. This guide outlines the process of managing Product Customization Profiles in XoroERP, from assigning profiles to products to customizing items during order placement.

Adding Customization Profile to Products

To begin customizing a product, you must first assign the relevant customization profile. This defines the specific customization options available for each product. There are two primary methods to add customization profiles to products: via the Product module and the Upload Products feature.

Product module

The Product Module provides a user-friendly interface to assign customization profiles to individual products. To assign a customization profile, follow the steps below:

1. Navigate to the Product Centre and open the desired product from the products list.

2. Locate the Product Customization Profile dropdown and choose the appropriate profile from the list of available options.

3. Click Save to apply the changes.

Once the profile is assigned, the customization options will become available for the product during order placement. This ensures that the product can be tailored to meet specific customer needs.

Upload Products

For businesses managing a large inventory, the Upload Products feature offers a streamlined way to assign customization profiles to multiple products simultaneously. Here’s how to use this feature:

1. Download the Upload Products template from the Upload Products module.

2. Fill in the Customization Profile column with the appropriate profile for each product. Ensure that the profile names match those created in the system.

3. Save the template and upload the file back into the system.

Customizing the Product

Once a customization profile is linked to a product, its associated items can be customized during the sales process.

Product Customization in Sales Order

In the sales order, users can add the customization info for items associated with the products to whom a customization profile has been assigned. There is a column at the detail level in the Sales Order for customization information.

Below are the steps to customize an item in XoroERP:

• In the sales order, navigate to the item details section of the order.

• Click on the "Add Customization" (pencil) icon located under the "Customization Info" column. Please note that this option is only available for the items associated with products that have an assigned customization profile.

• On selecting this option, an Item Customization popup will appear. Here, you can define the customization for the item. Customers can specify attributes such as text, images, or other options defined in the profile.

• After defining the customization, click "Save" to apply the changes.

• Click "Remove" to delete any customization added for the item.

Product Customization in B2B

In addition to the Sales Order module, product customization can also be managed directly through the B2B portal. Customers using the B2B portal can also customize their product selections during checkout.

Below are the steps to customize an item in XoroERP:

1. On the checkout page, a "Customization" option will be available for each item associated with a product that has a customization profile assigned.

2. Click on the customization option to open the Item Customization popup.

3. Define the customization for the item based on the selected profile.

4. Click "Save" to apply the changes.

5. If the product is having the Customization then The Vas Seleted in the Customization Profile Will Added to the Order Summary .

6. If the App config, "Show VAS Item Total Amount In Separate Summary Line" is on, the Customization Vas will be shown in separate line in the Order Summary. If not, the customization vas is included in the Sub Total.

Applying Customization to Multiple Products

In the B2B portal, you can apply customization to multiple products with a customization profile. To apply the customization to multiple products, click the dropdown arrow on the Customization button. Two options are available:

• Copy To Selected: Applies the customization to the selected products.

• Copy To All: Applies the customization to all products with a customization profile.

Please Note:

• If the Mandatory Flag is enabled for a product customization profile, customers must add customization before proceeding with the order. If customization is missing, a banner will display: "Product customization data is missing for one or more products." This ensures that critical customization details are not overlooked.

• If the Mandatory Flag is not enabled, customization is optional, allowing customers to proceed without making changes.

Viewing and Editing Customization

The customization details can be accessed from the sales order. Users can click on the details under the "Customization Info" column in the sales order to view and edit customization.

If an order is placed via the B2B portal, the customization information will be displayed in a descriptive view. Clicking on it will open a popup to edit the customization. If no customization is added, a pencil icon will be shown, allowing customization to be added from there. If the item does not have any product customization profile, nothing will be displayed.