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Products & Planner

Create product choices, extras, and build-your-own boxes

Choose the right option type, set fixed box or per-item prices, require the right count for each size, and publish your saved choices.

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Start with the customer decision

For an existing product, go to Dashboard → Products, open the product, and in Flavors, extras and boxes choose Save product and edit options. Price & sizes is a separate section for sizes, not customer choices. For a new product, add choices in the product wizard's Price & choices step.

Choose the option type that matches what customers are buying:

  • Customize an item — one item with a flavor or another required choice.
  • Add extras — optional additions to an item.
  • Fill a box — a box at a set price, with customers choosing its assortment.
  • Choose quantities — separately priced items, with a total based on their quantities.
  • Use existing products — a menu of existing catalog products using their prices.

Use Product Forms for messages, instructions, and other answers. A group name such as “Box” or a size name such as “6-pack” does not change how choices are priced or how many selections are required.

Configure a group

  1. Give the group a clear customer-facing name, such as “Choose your flavors.”
  2. Add choice names and optional photos.
  3. Read the price label before entering amounts:
    • Price with this choice is the total selling price for a simple choice.
    • Extra per choice is added to the product or selected size price. Enter $0 for an included flavor.
    • Price each is the full price of each item in a quantity menu, multiplied by the quantity selected.
  4. Set the selection rule. Choose exactly requires a fixed count; Choose up to sets a maximum; Choose between sets a minimum and maximum. Enable Allow more than one of each choice if customers may repeat a flavor.
  5. Use Different counts for each size when sizes need different selection counts. Check Sizes or quantities with these choices if the group should appear only for certain sizes.
  6. Use Try your choices to check valid selections and the displayed total for every size you offer.

Example: a six-piece box for $20

For a fixed-price assorted box, choose Fill a box:

  1. Set the product or six-piece size's selling price to $20.
  2. Add the included flavors with $0 Extra per choice.
  3. Set the rule to Choose exactly 6.
  4. Enable Allow more than one of each choice if customers may choose several of the same flavor.

Three chocolate, two vanilla, and one cinnamon should total $20 before shipping or tax. Six of one flavor should also total $20 when repeats are allowed. Fewer or more than six selections should fail the selection rule. A premium flavor with $0.50 Extra per choice adds $0.50 for each piece selected.

Choose quantities uses different pricing: six items at $4 Price each total $24, even if the selected size is named “6-pack” and displays $20. The quantity menu calculates its total from item prices rather than using the selected pack price.

Single, six-piece, and twelve-piece sizes

If one product offers all three sizes, use Different counts for each size and set Choose exactly 1 for Single, Choose exactly 6 for the six-piece box, and Choose exactly 12 for the twelve-piece box. Set each size's selling price separately. Size names alone do not set these counts or recipe quantities.

For more examples, see Build product choices with worked pricing examples. For independently priced quantities or a catalog menu, see Sell a quantity menu or a collection of existing products.

Fix unexpected totals or repeated questions

  • The box total follows individual item prices: check whether you created a Choose quantities menu. If you intend one fixed-price assortment, remove the unintended quantity menu group and create it with Fill a box. Renaming the group does not change its pricing.
  • Customers are asked for flavors twice: one assortment group already collects the box's flavors. Check all option groups and attached Product Forms for a duplicate flavor question. Add another group only for an additional decision, such as gift wrapping. In a quantity menu, additional option groups can appear for each selected item.
  • A six-piece or twelve-piece box accepts the wrong count: review Different counts for each size, rather than relying on the size name.
  • A group appears for the wrong size: review Sizes or quantities with these choices and When to show this group.
  • The storefront still shows the old setup: complete the saved option draft's publication review, then start a fresh storefront selection and add it to the cart.

Save, review, and publish

  1. In an existing product's option editor, choose Save option draft. Saving alone does not update the storefront.
  2. Choose Publish saved options and complete the publication review. Resolve any validation, recipe, or conversion issue the review identifies.
  3. Open the storefront, start a fresh selection for each size, and add it to the cart. Confirm the required count and expected total, including any paid extras.

Creating an active product in the wizard makes its choices available with it; a draft keeps its choices unpublished.

Set stock and recipes after saving

Choice stock is unlimited until you configure limits in Drops & hours (the Planner). Choose the correct weekly or drop scope. In Recipes & Costs, connect choices to their ingredients and review an example item's cost. Cost suggestions do not change selling prices until you explicitly apply them.

What customers and orders retain

Customers use the published choices and current selection rules. Orders retain their captured choices and labels so later editing does not rewrite the order's instructions. Review saved choices when editing or copying an order.

Existing forms

If a product still uses a form for priced choices, use its conversion assistant and review retained questions and recipe mappings before publishing. Existing answers are not automatically reinterpreted as new product options.

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