Introduction to Service Options
In this article
Service Options are reusable add-ons or upgrades you can attach to your products. Each one has a name and a pricing mode that decides how the price is calculated. Once a Service Option exists, you can attach it to multiple products in your Price Lists, and the price logic for that option applies wherever it is used. Service Options are part of the Base Platform, so every realm has them available from day one.
Contents
Contents
What is a Service Option?
A Service Option is a paid add-on or upgrade customers can select alongside a main product. The Service Option holds the name, the pricing logic, and any customer-facing warranty terms. It does not hold the link to specific products. That linking happens in the Price List, where you choose which products the option applies to and what each product's price for the option is.
When to use a Service Option
Create a Service Option when:
- The same add-on applies to more than one product, and you do not want to rebuild it each time.
- You want a single warranty statement that appears whenever this add-on is selected.
- You need different pricing logic from your main product price, such as a flat fee, a tiered rate, or a rule that depends on item attributes.
If an add-on only applies to one product and has the same price as the product, you do not need a Service Option. Add the charge to the product itself.
Pricing modes
Each Service Option has one pricing mode. The mode controls how the system calculates the final price.
| Pricing mode | What it means |
|---|---|
| Fixed price per unit | One fixed price for each unit added. Total is unit price multiplied by quantity. |
| Custom pricing with sub-options | You define sub-options under the service. Staff pick one at the counter and enter the price for it. |
| Rule-based pricing | The system checks a list of conditions from top to bottom, such as product type, size, or material, and uses the first matching rule as the base price. |
| Tiered rate by units | The price changes based on how many units are added, with each tier having its own rate. |
| Hourly rate | The hourly rate multiplied by the hours spent on the service. |
How Service Options connect to other settings
Service Options on their own do not change any prices. They become active when you attach them to products inside a Price List. The actual price values, or the rules that calculate them, are set per product in the Price List entry for that option, not in the Service Option itself. Price Rules can also reference Service Options for conditional pricing.
FAQs
Do I have to fill in every field when creating a Service Option?
Only Name and Pricing mode are required. Code, Image, and Warranty are optional.
Can I change the pricing mode after I save?
No. The pricing mode is locked once the option exists. To switch modes, delete the option and create a new one.
Will creating a Service Option change my product prices automatically?
No. Creating the option alone does nothing visible to customers. Prices change only after you attach the option to products inside a Price List and set values there.
Where does the Warranty text show up?
Warranty text is shown to customers when this service is selected during ordering. The Code field is internal use only and appears on reports and printouts.
Can the same Service Option be used across business units?
Yes. Service Options are shared across the whole realm. Each Price List decides which business unit and products use the option, and at what price.
What's Next
Now that you know what Service Options are and which pricing mode fits your shop, continue to Setting Up Service Options to create your first one.
Give feedback
Up next
Setting up Service OptionsAdd a Service Option with a name and a pricing mode, then attach it to products in a Price List to make it sellable.
Read more