1. Check what you need before you start
   1. Your storefront needs the Custom and Kit product types. If Custom is not in the Product type list when you add a product, ask Infigo Customer Support to enable them.
   2. Create the products that will go inside the kit first, and publish them. A kit accepts Stock, Static PDF, MegaEdit and Multi Part products. A Multi Part product must not use versioning; to build one, see Setting up a Multi Part product.

2. Open Product Management and click Add new

   In the left-hand menu, click Catalogue, then Products, then Product Management. Click Add new at the top right of the product list.

   

3. Create the kit as a Custom product of type Kit

   In the Create new product window:

   1. Name: the name your customers will see.
   2. Product type: Custom. A second list, Custom product type, appears.
   3. Custom product type: Kit.
   4. Click Create.
   The kit is the parent product. The products you add to it next are its child products (its items). Only the parent needs to be a Kit product.

   

4. Fill in the kit's product details

   Open the new product's page (find it in Product Management and click Edit if it is not already open). Set it up like any other product (see How to create products and categories): on the Product Info tab add the descriptions and make sure Published is ticked; on the Pictures tab choose the picture file, then click Add product picture; on the Category mappings tab click Add new record, choose the category and click Insert. Click Save and Continue Edit.

5. Open the kit settings with Kit config

   At the top of the kit's product page, click Kit config. The kit settings open. You can also reach them from Catalogue > Product Types > Custom Products, where the kit is listed with the type Kit: click Edit.

   

6. Assign the products that go in the kit

   Scroll down to the two product lists.

   1. In Available Products (left), click the first item. Hold Ctrl and click others to select several. Type in Filter Available Products to find a product quickly.
   2. Click the > arrow between the lists.
   The items move to Assigned Products (right), and a row of options for each appears in the table below. Only published products are listed.

   

7. Choose what each item allows

   Each assigned item has a row of options. A column only shows on your customer's kit page when at least one item uses it.

   • Optional: your customer can leave the item out (at least one item must stay ticked). An item that is not optional is always ticked and can't be removed from the basket.
   • Can change quantity: your customer can set the item's quantity. Otherwise it is fixed.
   • Promo: the item always appears before items without it, whatever the display order.
   • Price: shows the item's price in the Price column.
   • SKU: shows the item's SKU.
   • Min/Max: shows the item's stock quantities.
   • Short description: shows the description from the item's product variant (its Product variants tab, Edit, Description) under its name.
   • Product Details Link: adds a link to the item's own product page.
   • StockMessage: shows the item's stock message.
   • Display order: the lower the number, the higher the item appears.

   

8. Choose the kit's own settings

   Scroll back up to the tick boxes above the product lists.

   • Enable grouping: the items show in the basket as one pack that your customer can expand.
   • Group Name available on Product Landing Page and Group Description available on Product Landing Page: your customer can name and describe the pack on the kit's page. When the name is switched on, your customer must enter one.
   • Add kit master product to the basket: adds the kit itself to the basket as its own line, so it is available in invoices and Connect plugins.
   • Validate stock of all products involved: checks every item's stock before any is added to the basket.
   • Ignore attribute requirements of children, Show product thumbnails and Out of stock handling: covered in the lessons on item Attributes, pictures and out of stock handling.
   Leave Manual Price/Discount Percentage for the Kit empty or at 0. The kit's price is the total of the items your customer picks.

   

9. Save the kit and clear the cache

   Click Save at the top of the page (Save and Continue Edit also saves and keeps you on the page). If the kit or its settings do not show on the storefront straight away, click Clear cache in the top bar of the admin area.

10. Check the kit as your customer sees it

    Sign in to the storefront as a test customer, or impersonate a customer, and open the kit's product page. The page lists the items in a table, with the columns you switched on. Your customer ticks the items they want, sets quantities where you allowed it, and can search the table if the kit is large. If you switched on a group name, they enter it before clicking Add to basket. The kit's price is the total of the items they pick, at the quantities they set.

    

11. Check the basket and the order

    In the basket, the items are separate lines, or, with Enable grouping on, one pack line that your customer can open with Expand to see every item. Each item is its own line on the order.

    

Summary video

Full explainer video

1. Check what you need before you start
   1. Your storefront needs the Custom and Kit product types. If you don't see Custom Products under Catalogue > Product Types, or can't create a kit there, ask Infigo Customer Support to enable them.
   2. You need a kit product. This guide adds an item to an existing kit; to build a kit from scratch, see Kit Products.
   3. You need a published Multi Part product that asks your customer for their file (for example, an upload for a print-ready PDF). To build one, see Setting up a Multi Part product.
   4. The Multi Part product must not use versioning. On its Product variants tab, click Edit on the variant: Enable versioning must be off. If the product is in a product group, the group's versioning setting applies instead, so check the group too. A Multi Part product with versioning on is not offered in the kit's list of products.
   In this example the kit is an event starter pack: an A5 event flyer, where the customer uploads their own PDF, plus a pack of branded pens.

2. Open Custom Products

   In the admin menu, click Catalogue, then Product Types, then Custom Products. This lists every custom product on your storefront, including your kits.

   

3. Open your kit

   Find your kit in the list and click Edit on its row. The kit's configuration page opens.

   

4. Find the Multi Part product in Available Products

   Scroll down to Available Products. Type part of the Multi Part product's name in the Filter Available Products box to shorten the list, then click the product to select it. Multi Part products are listed with your other products, with no separate label, so look for it by name.

   

5. Add it to the kit with the > button

   Click the > button between the two lists. The product moves to Assigned Products on the right, and a new row for it appears in the Assigned Products table below.

   

6. Set the item's options

   In the Assigned Products table, find the Multi Part product's row.

   1. In Display order, type where it should appear in the kit (1 = first). If another item already has that number, change that item's number too, so each item has its own.
   2. Tick the options you want for this item, as you would for any other kit item. In this example Price and Short description are ticked; the item's price then shows on the kit page.

   

7. Save the kit

   Scroll back to the top and click Save (or Save and Continue Edit to stay on the page). The Multi Part product is now part of the kit.

   

8. Open Catalogue Settings

   Your customer adds their file to the kit item from the basket, with Edit Options on that item. If your kit is grouped in the basket (Enable grouping), the items sit inside the pack line, and the button only shows there when Allow editing child kit products is on: open the admin menu and click Configuration, then Settings, then Catalogue Settings.

   

9. Tick Allow editing child kit products

   Find Allow editing child kit products, tick it, then click Save. If it is already ticked, leave it as it is. This adds an Edit Options button to the items inside a grouped kit in the basket (after Expand), not only the Multi Part one. It is a storefront-wide setting.

   

10. Test it: add the kit to the basket

    Now check it as a customer. On your storefront, browse to the kit's page (for example, from the category the kit is in). The Multi Part product is listed with the other kit items. Click Add to basket.

    

11. Find the Multi Part item in the basket

    In the basket, the Multi Part item shows No job available, because the customer hasn't added their file yet. A red message at the top reads One or more job is missing in your basket. Please fix it before proceeding to checkout. If they click Checkout now, the basket reloads with the same message. They add their file next.

    

12. Click Edit Options

    Under Actions on the Multi Part item that shows No job available, click Edit Options. Use the Edit Options button under Actions, not the small Edit button under the item's name.
    The customer can also click Recreate job. That skips the next step and opens the upload page straight away (step 14).

    

13. Click Save & Design

    The Multi Part product's page opens for this basket item. It shows Save & Design instead of the usual Start button, because the item is already in the basket as part of the kit. Click Save & Design.

    

14. Upload the file

    The upload page opens. Drag the PDF onto the area marked Drag & Drop or Click to upload artwork., or click it and choose the file. The page shows how many uploads are needed (here 0 / 1 uploads completed). What the page asks for comes from your Multi Part product's own setup.

    

15. Click Preview & Save

    When the upload is finished the page shows 1 / 1 uploads completed. Click Preview & Save.

    

16. Check the preview and click Save

    Check the preview of the file, then click Save. The customer goes back to the basket.

    

17. Check the basket: still one item, now with the file

    The Multi Part item is still one line in the basket, now with a preview of the file and an Edit Design button. It may have moved to the bottom of the basket, so look for it by name. In this example, the item's price and the basket total stayed the same.

    

18. Check out

    The red message has gone. The kit is ready to order.
    If the Multi Part product is not in Available Products, check that it is published and that versioning is off (step 1), and clear the Filter Available Products box. If there is no Edit Options button on an item inside a grouped kit, click Expand and check step 9.

    

1. Check what you need before you start
   1. You need a kit with an item that has a required Attribute, such as a T-shirt with a Size drop-down (to build the kit, see lesson 1; for Attributes, see Attributes and Attribute Combinations).
   2. Note the item's Attribute name and its choices exactly, for example Size: Small, Medium, Large.

2. Give the kit the same Attribute

   Open the kit's product page (Catalogue > Products > Product Management, find the kit and click Edit), click the Product variants tab, and click Edit on the variant. Open the Attributes tab, and under it the Attributes tab again. Click Add new record, choose the same Attribute the item uses, set the control type (for example Drop-down list), tick Required and save. Add the same choices as the item has. This is the same screen as for any product.

   

3. Choose a value on the kit's page

   Open the kit's page as your customer. The kit's own Attribute, here Size, shows above the table of items. The items' own Attributes are not shown on the kit's page. Choose Medium and click Add to basket.

   

4. Check the item in the basket

   The T-shirt goes into the basket as Size: Medium, the choice made on the kit's page. This works because the kit's Attribute has the same name as the T-shirt's Attribute.

   

5. See what happens without a matching Attribute

   A kit with no Attribute of its own shows no drop-down on its page. Add it to the basket: the T-shirt goes in with its pre-selected choice, or the first choice in its list if none is pre-selected.

   

6. Change an item's Attribute from the basket

   In the basket, the item is at its starting choice, here Small. Click Edit Options on the item. If the kit is grouped, click Expand first, and turn on Allow editing child kit products in Configuration > Settings > Catalogue Settings so that the button shows.

   

7. Choose a different value and save

   Choose Medium and click Save.

   

8. Check the basket

   The basket shows the item with the new choice, Size: Medium.

   

9. If the kit can't be added

   If the kit's own required Attribute is a radio list with nothing selected, your customer is asked to choose a value on the kit's page before the kit is added. An item Attribute that is required but has no starting value, such as a text box, stops the kit being added, and Ignore attribute requirements of children on the kit's settings switches that check off. A required drop-down always starts on a choice (its pre-selected one, or else the first in the list), so it never stops the kit being added. With Ignore attribute requirements of children ticked, the kit is added and your customer fills in the missing value from the basket with Edit Options on that item. A text box Attribute on the kit with the same name as the item's passes its text to the item.

1. Open Custom Products

   In the admin area, click Catalogue, then Product Types, then Custom Products. The list shows every Custom product, including your kits (the Custom Product Type column says Kit).

   

2. Open the kit's settings

   Find your kit in the list and click Edit on its row (the highlighted button). The Edit Custom product page opens, showing the kit's settings above the lists of available and assigned products.

   

3. Tick Show product thumbnails

   Tick Show product thumbnails. When it is ticked, each product in the kit shows its picture on the kit's page, so customers can tell similar products apart. New kits start with it ticked. Older kits may have it unticked, so check each kit. If it is already ticked, go on to the next step. The setting belongs to this kit only: repeat steps 2 to 4 for every kit that should show pictures.

   

4. Save the kit

   Click Save at the top of the page. (Save and Continue Edit also saves and keeps you on the page.)

   

5. Clear the storefront cache

   Click Clear cache in the top bar. It is on every admin page, and it clears the cache for the whole store. The storefront is cached, so the kit's page can keep showing the old layout until you clear it.

   

6. Check the kit's page as a customer

   Open your storefront (Public store in the top bar), find the kit (browse to it or use the storefront search) and open its product page. The Image column sits just before Name and shows each product's picture. Each product shows its own main picture. If a product has different pictures for its Attribute combinations, the kit still shows the product's main picture. A product with no picture shows the default picture.

   

7. Click a picture to enlarge it (optional)

   Click any picture. The full-size picture opens over the page. Click Close at the bottom right to go back to the kit.

   

8. If the pictures do not appear

   Check each of these in turn:

   1. Open the kit again and make sure Show product thumbnails is ticked and saved.
   2. Make sure you edited the same kit that you opened on the storefront.
   3. Click Clear cache, then refresh the kit's page.
   4. Make sure each product in the kit has a picture. A product without one shows the default picture.
   5. If the kit's page still has no Image column, contact Infigo Customer Support.

Summary video

Full explainer video

1. Check what you need before you start
   1. Your storefront needs the Custom and Kit product types. If you don't see Custom Products under Catalogue > Product Types, or can't create a kit there, ask Infigo Customer Support to enable them.
   2. You need a kit product. To build one from scratch, see Kit Products.
   3. This setting is for kit items whose stock you track by Attribute, such as a T-shirt with sizes. On that product's variant, the Info tab has Manage inventory method set to Track inventory by product attributes, and each combination of choices has its own stock in Attribute combinations. To set that up, see Attributes and Attribute Combinations.
   When your customer adds the kit, each item goes in with its pre-selected choice. If the Attribute is required and nothing is pre-selected, it uses the first choice in the list. (If the kit itself has an Attribute with the same name, such as Size, the customer's choice there is passed to the item.) If the combination of choices the item goes in with is out of stock, this setting decides what happens.
   In this example the kit is an event team pack: a T-shirt in Small, Medium or Large, plus a pack of branded pens.

2. Check the item's stock for each Attribute combination

   Open the kit item's variant: in the admin menu click Catalogue, then Products, then Product Management, find the item and click Edit. On the Product variants tab, click Edit on the variant (or use Go to Variant in the product list). On the variant, click the Attributes tab, then Attribute combinations. Each row is one combination of choices with its own Stock and Backorders value. In this example Size: Small has a stock of 0 and No backorders, so Small is out of stock. Small is also the size the T-shirt goes into the kit with. To try this yourself, use a test item where the combination of choices it goes into the kit with has a stock of 0 and No backorders.

   

3. Open Custom Products

   In the admin menu, click Catalogue, then Product Types, then Custom Products. This lists every custom product on your storefront, including your kits.

   

4. Open your kit

   Find your kit in the list and click Edit on its row. The kit's configuration page opens.

   

5. Find Out of stock handling

   In the kit's settings, find Out of stock handling, below Ignore attribute requirements of children. It starts on Strict, so a kit you haven't changed works the Strict way. Hover over the question mark next to it to read what each choice does.

   • Strict: the kit can't be added to the basket when one of its items is out of stock in the choices it goes in with, or has less stock than the quantity ordered.
   • Allow and Correct: the kit is added anyway, and your customer changes the choice or quantity with Edit Options in the basket before checking out.

   

6. Choose Allow and Correct

   Open the Out of stock handling drop-down and choose Allow and Correct. Leave it on Strict if you would rather stop the kit being added until the item is back in stock.
   Allow and Correct only covers stock you track by Attribute. If a kit item's stock is tracked for the product as a whole (Track inventory), the kit still can't be added when that item is out of stock, whichever you choose. The same applies to the kit product itself: if it is added to the basket and its own stock is checked (Add kit master product to the basket and Validate stock of all products involved both ticked), an out-of-stock kit product still stops the kit being added.

   

7. Save the kit

   At the top of the page, click Save (or Save and Continue Edit to stay on the page). The setting applies to this kit only; set it on each kit you want to work this way. No message confirms the save; to check, open the kit again and look at Out of stock handling.

   

8. Test it: add the kit to the basket

   Now check it as a customer. On your storefront, browse to the kit's page and click Add to basket. In this example the kit's page lists the items but has no choice of size.
   With Strict, a pop-up message names the item and says Out of stock (here, Kit Lesson - Event T-Shirt: Out of stock), and nothing is added to the basket. With Allow and Correct, the basket opens with the kit's items in it.
   If the kit still can't be added with Allow and Correct, check that it is saved (steps 6-7) and that the item's stock is tracked by Attribute (step 2). If it still can't be added, contact Infigo Customer Support.

   

9. Find the out-of-stock item in the basket

   The T-shirt's basket line shows Size: Small with a red Out of stock message. Your customer can't check out yet: if they click Checkout, the basket reloads and the message is still there. They change the size next.

   

10. Click Edit Options

    Under Actions on the item that shows Out of stock, click Edit Options. Use the Edit Options button under Actions, not the small Edit button under the item's name.

    

11. Choose a value that is in stock, then click Save

    The item's page opens for this basket line, with its Attributes. While the out-of-stock choice is selected, a red Out of stock message shows and Save is greyed out. Choose a value that is in stock (here, Medium): the message goes and Save becomes available. Your customer can also change Qty here. Click Save. The customer goes back to the basket.

    

12. Check the basket and check out

    The item is still one line in the basket, now with Size: Medium and no Out of stock message. In this example the price and the basket total stayed the same. The kit is ready to order.
    If the kit is grouped in the basket, it shows as one line with an Expand button, and a message at the top of the basket reads There are kit items that are currently out of stock. Please expand (the kit's name) and update the selected options. Your customer clicks Expand to see the item, then uses Edit Options as above.

    

Summary video

Full explainer video

1. Ask Infigo Customer Support to enable the Custom and Kit product types

   Kit is a Custom product type, and it may not be enabled on your storefront. Raise a support ticket asking Infigo Customer Support to enable the Custom product type and Kit for your storefront. You only need to do this once. To check it is on: Custom is in the Product type list when you add a new product (step 20).

2. Make one MegaEdit product for each item in the pack

   Each item your customer can choose is its own MegaEdit product, with its own price, artwork and print area. This guide does not repeat how to build one: see Creating a MegaEdit product, or Build a Business Card Product, End to End if you design your templates in InDesign. What each item needs for a promo pack:

   • an image field for the logo (see Configuring image fields in MegaEdit)
   • a text field for the company name (see Configuring text fields in MegaEdit)
   Kit items can be Stock, Static PDF, MegaEdit or Multi Part products. Make sure each item is Published: only published products can be added to a kit. In this example the four items are a mug, a tote bag, a pen and a notebook. You can see them in Catalogue > Product Types > MegaEdit > MegaEdit Products.

   

3. Open MegaEdit Variables

   A MegaEdit variable holds a value, such as a logo, that several products share. In the left-hand admin menu, click Catalogue, then Product Types, then MegaEdit, then MegaEdit Variables. The page lists the variable sets your storefront already has.

   

4. Click Add to start a new variable set

   Click Add above the list. The Create variable set page opens. (For more on variable sets in general, see How to Create MegaEdit Variables.)

   

5. Name the set and set its Context to Shopping Cart Group
   1. In Name, type a name you will recognise, for example Promo Pack Branding.
   2. Optionally, add a Description.
   3. Change Context from No Session to Shopping Cart Group.
   Context is the setting that makes a promo pack work. With Shopping Cart Group, a value entered in one item is shared with the other items added to the basket in the same kit, and a second pack in the same basket keeps its own logo. Don't save yet: add the two variables first (steps 6-8), then save in step 9.

   

6. Add the logo variable
   1. Click Add new variable (right-hand side, under the Context box). The Create new variable item window opens.
   2. In Name, type CompanyLogo.
   3. Change Variable type to Image. It starts on Number, so check you have changed it.
   4. Change Context type to Session. It starts on Interlinked Session, which fixes the value per design once it is set, so change it.
   5. Click Create.
   The window closes and CompanyLogo appears as a row in the Variables list on the same page. Nothing is saved yet.

   

7. Open the logo variable's settings: allow uploads and any file type

   A new image variable starts with every tick box switched off, including uploads, and File Type set to PDF. Still on the same page, click the small arrow (>) at the far left of the CompanyLogo row. Its settings open underneath the row. Then:

   1. In Label, type what your customer should see, for example Your logo.
   2. Optionally, add Help Text, for example Upload your logo once - it is applied to every item in your pack.
   3. Under Constraints, tick Allow Upload (this lets your customer upload their own logo), Allow Media Album Selection, Allow Scale and Allow Translation.
   4. Under File Type, choose Both, so customers can upload a PNG or JPG logo as well as a PDF.
   Click the arrow again to fold the row away.

   

8. Add the company name variable
   1. Click Add new variable again.
   2. Name: CompanyName.
   3. Variable type: Text.
   4. Context type: Session.
   5. Click Create.
   Then open its row with the arrow (fold the CompanyLogo row away first, so you type into the right one) and set:
   • Label: Company name.
   • Default: Your Company.
   • Placeholder text (under Constraints): Your Company.
   Without a default, the sample text disappears from every item's design as soon as you connect the field (step 15), and your customer sees an empty, invisible text box.

   

9. Save the variable set

   Check the page: Context is Shopping Cart Group, and the Variables list shows CompanyLogo (Image, Session) and CompanyName (Text, Session). Click Save at the top of the page. You return to the MegaEdit Variables list, where the new set is listed.

   

10. Open the first item's MegaEdit settings

    In the left-hand menu, click Catalogue > Product Types > MegaEdit > MegaEdit Products. Find the first pack item (here Promo Pack - Branded Mug) and click its Edit button (the right-hand button of the three on its row).

    

11. Tick the variable set on the Variables tab, then repeat for every item
    1. Click the Variables tab (the last tab in the row).
    2. Tick the box next to your set (Promo Pack Branding).
    3. Click Save changes.
    Now go back to MegaEdit Products and do steps 10 and 11 for every other item in the pack. The same set must be ticked on all of them, because the logo is only shared between products that use the same set. (See also How to Apply your MegaEdit Variables.)

    

12. Open the first item in the editor as an administrator

    The fields are connected to the variables inside the editor itself.

    1. Go to Catalogue > Products > Product Management, find the first item and click Edit.
    2. At the top of its page, click View product page. The item's storefront page opens in a new browser tab.
    3. Click Start. The editor opens. Because you opened the product page from the admin area, you are signed in as an administrator, and the editor shows extra admin options, which you need for the next steps.

    

13. Switch off Enable Image Direct Upload for the item

    With direct upload on, a customer who clicks the empty logo field uploads straight into it, and that logo is not shared with the other items in the pack. Switch it off so customers add their logo from the gallery, which does share it:

    1. Click Menu at the top of the editor, then Product Options (under ADMIN PRODUCT OPTIONS).
    2. Scroll down to BASIC FEATURES.
    3. Untick Enable Image Direct Upload.
    4. Click Save at the bottom of the window. A message says Options saved. Please refresh the site for changes to take effect: click Reload Now. The editor reloads.
    If it is already unticked, click Cancel.

    

14. Click the company name field and open its Details tab

    Click the company name text on the design. The first click selects it; click it again to open the Text Options panel. It may open over part of the design: drag it by its title bar if it is in the way. Its tabs are icons: click the last icon (a small monitor), which is the Details tab. Hover over an icon to see its name.

    

15. Choose the variable for the company name

    Scroll to the bottom of the Details tab, to the Variables section.

    1. In Variable Sets, choose your set (Promo Pack Branding).
    2. In Variable items, choose CompanyName.
    3. Close the panel with the x at its top right.
    Variable Sets lists only the sets ticked on this item (step 11), and Variable items lists only the variables of the right type. Once the field is connected it shows the variable's Default (here Your Company, set in step 8).

    

16. Click the logo field and choose the variable for the logo
    1. Click the logo field. The first click selects it; click it again to open the Image Options panel.
    2. Click the last icon (Details).
    3. Scroll to Variables at the bottom. In Variable Sets choose your set, and in Variable items choose CompanyLogo.
    4. Close the panel with the x at its top right.
    Once connected, the logo field shows a grey Drag image here box instead of any sample artwork. That is expected: it is where your customer's logo will go.

    

17. Save the template as the product default

    Click Menu at the top of the editor. Under ADMIN PRODUCT OPTIONS, click Save as product default. This saves the field connections into the item, so every customer gets them. Without this step the connections are not saved into the item. Nothing confirms the save; to check it, leave the editor and open the item again (step 12): the company name still shows Your Company and the field options still show your variables.

    

18. Repeat steps 12-17 for every other item

    Open each remaining item in the editor and repeat steps 12-17: switch off Enable Image Direct Upload, connect the company name field to CompanyName and the logo field to CompanyLogo, then Save as product default. Use the same set every time. Once all the items are done, the pack items are ready; the rest of the guide builds the kit that sells them together. The animation recaps steps 13-17 for one item.

    

19. Open Product Management and click Add new

    In the left-hand menu, click Catalogue, then Products, then Product Management. Click Add new at the top right of the product list.

    

20. Create the pack as a Custom product of type Kit

    In the Create new product window:

    1. Name: the pack name your customers will see, for example Branded Promo Pack.
    2. Product type: Custom. A second list, Custom product type, appears.
    3. Custom product type: Kit.
    4. Click Create.
    If Custom is not in the list, go back to step 1.

    

21. Fill in the pack's product details

    Open the new product's page (if it is not already open, find it in Product Management and click Edit). Set it up like any other product (see How to create products and categories):

    • Product Info tab: short and full descriptions; make sure Published is ticked.
    • Pictures tab: choose the picture file, then click Add product picture (choosing the file alone does not add it).
    • Category mappings tab: click Add new record, choose the category the pack should appear in from the list, and click Insert.
    Click Save and Continue Edit.

    

22. Open the kit settings with Kit config

    At the top of the pack's product page, click Kit config. The kit settings open. (You can also reach them from Catalogue > Product Types > Custom Products, where the pack is listed with the type Kit: click Edit.) For an overview of every kit setting, see Kit Products.

    

23. Assign the pack items to the kit

    Scroll down to the two product lists.

    1. In Available Products (left), click the first pack item. Hold Ctrl and click the others to select several. Type in Filter Available Products above the list to find them quickly.
    2. Click the > arrow between the lists.
    The items move to Assigned Products (right), and a row for each appears in the table below.

    

24. Make every item Optional so the customer picks their own mix

    In the table under Assigned Products, each item has a row of tick boxes. On every row:

    • Tick Optional. This is what makes the kit variable: the customer chooses which items to include instead of buying a fixed bundle (they must pick at least one). Leave it unticked for any item that must always be in the pack.
    • Tick Can change quantity, so they can order, say, 50 tote bags and 1 mug.
    • Tick Price to show each item's price in the item table. Tick Short description to show each item's description under its name on the pack's page.
    • Type a number in Display order (1, 2, 3...) to set the row order.
    Leave Manual Price/Discount Percentage for the Kit empty or at 0, so the pack price is the total of the items the customer picks.

    

25. Group the pack in the basket, then save

    Scroll back up to the tick boxes above the product lists.

    • Tick Enable grouping, so the chosen items appear in the basket as one pack with its total.
    • Tick Group Name available on Product Landing Page, so the customer names their pack (for example Conference pack). Once this is ticked, the name is required: the customer must enter one before they can add the pack to the basket. It helps when they order several packs.
    Click Save at the top of the page.

    

26. Clear the cache so the storefront shows the kit

    If the kit or its settings do not show on the storefront straight away, click Clear cache in the top bar of the admin area.

    

27. Test the pack as a customer

    Check the pack the way your customers will use it. Sign in to the storefront as a test customer, or impersonate a customer, and open the pack's product page. Steps 28-32 show what you should see.

28. Customer view: pick the items and name the pack

    The pack's product page shows a table of the items with their prices. The Group Name box shows The Group Name field is required in red until the customer types a name. The customer ticks the ones they want (here the mug, the tote bag and the notebook, but not the pen), sets quantities (50 tote bags), names the pack, and clicks Add to basket. The price updates as they choose.

    

29. Customer view: the pack in the basket

    The basket shows one line for the pack, with its name, total and item count. Expand shows each item. Each personalised item arrives without a design yet: its button reads Recreate job and opens that item's editor. Once an item's editor has been opened, the button reads Edit Design, even if the customer left without saving. Tell customers to open and save every item in the pack before checking out.

    

30. Customer view: upload the logo once, on the first item

    In the first item's editor, the customer clicks Add files to upload their logo into the gallery on the left, then drags it from the gallery onto the logo area, and clicks the company name twice to type their own. They click Save, then Yes when asked Are you ready?, to return to the basket.

    

31. Customer view: every other item is already branded

    When the customer opens the next item in the pack, the logo and company name are already in place. There is nothing to upload again. They check it and click Save. This applies to every item in the same pack, whatever its size or shape. If the logo does not carry across, check steps 5 (Shopping Cart Group), 7 (Allow Upload), 11 (the same set ticked on every item), 13 (direct upload switched off) and 14-17 (fields connected and saved as product default) for the item that is missing it.

    

32. Customer view: branded previews in the basket

    Back in the basket, each item shows a preview with the customer's branding, and the pack goes through checkout as normal. Previews are generated in the background, so a preview can take a few moments to appear after saving.