Personalization

Personalization is used for products that have text or images added to them such as monograms. These attributes are not part of the product SKU configuration and display as customized drop-down lists. Multiple drop-down lists can be included such as font, color swatches or custom attributes.

Important: Personalization options are setup using the Back Office Technical Configurations functionality. Contact your CORESense Implementation Consultant to discuss what personalization setups you want available. Text and Service are the standard types for basic personalizations.

Create Personalization in Technical Configuration

Valid types are text, service or image.

Assign Personalization to a Product

Once a personalization is setup, products can be assigned to use the personalization.

Step	Action
1	From the Product Manager screen, click on the Personalization link.
2	Set Show Personalization When Adding to Cart to Yes/No. If No, personalization will be set before checkout. Select the desired personalization Type to add to the Product from the drop-down list and click on Add Personalization.
3-Text	Set up the configurations in the Edit Personalization box: For a 'Text' type personalization: Price/Percent: Enter the price or percent to two decimal places. e.g. 10% would be 10.00 and ten dollars would be 10.00. Position: Determines the order this personalization will appear if multiple personalizations are assigned to the product. Price type: Per Character, Flat Rate or Percent. Length: Controls the length of text to be entered for a name or monogram. Required: Identifies if the personalization option is required, Check = yes. Customizable: Identifies if the personalization option is customizable, which would allow a consumer to enter their own option. Website Render Type: How the select is rendered on the website.
3-Service	Set up the configurations in the Edit Personalization box: For a 'Service' type personalization: Price/Percent: Enter the price or percent to two decimal places. e.g. 10% would be 10.00 and ten dollars would be 10.00. Position: Determines the order this personalization will appear if multiple personalizations are assigned to the product. Price type: Flat Rate Length: Not applicable. Required: Is always required. Customizable: Not applicable. Apply to all: y
3-Graphic	Price/Percent: Enter the price or percent to two decimal places. e.g. 10% would be 10.00 and ten dollars would be 10.00. Position: Determines the order this personalization will appear if multiple personalizations are assigned to the product. Price type: Flat Rate Length: Not applicable. Required: Is always required. Customizable: Not applicable. Apply to all: y
4	Click Update Product Personalizationto save.
5	Preconfigured Values – these are the values the end user has the option of choosing when personalizing the product. An additional fee can be applied to a specific value if applicable.
6	Click Add to submit the values.
7	Repeat the above steps for each personalization option.