Assign an option set to products and customers

  1. OPTIS Product Options, Variant
  2. Getting Started


Assign an option set to products and customers


After you add options to an option set, you choose where it appears (which products) and for whom (which customers). You do this in the second and third steps of the option set editor:


  • 1. Add options
  • 2. Select products
  • 3. Select customers



An option set only appears on your storefront when its status is Live and it is applied to a product. See Active/Deactivate the option set.


2. Select products


Open 2. Select products, and under Apply option set to choose one of the following:


Choice


What it does


All products


Shows the option set on every product in your store.


Specific products


Shows the option set only on the products you pick.


Specific collections


Applies the option set automatically to the products in the collections you pick.


Specific product tags


Applies the option set automatically to the products that have one of the tags you enter.


Specific variants


Shows the option set only for the variants you pick. For it to switch correctly when customers change variant, install Option set for specific variants.


Not assigned


Keeps the option set saved but does not show it on any product.


Specific collections, Specific product tags and Specific variants need the Platinum plan. On other plans they appear greyed out with the required plan next to the name. See Plans and feature availability.



If you click Save without choosing where to apply the option set, the app shows No products selected. Choose a product condition (or Not assigned) and save again.


Exclude products


Under Exclude products you can keep the option set off some products even when it applies to many:


  • None - do not exclude anything.
  • By product tag - enter the tags to exclude. Products with any of these tags do not show the option set.



Priority


If several option sets apply to the same product, only one of them is live on that product. Use Priority (a number from 0 to 99) to decide which one: the option set with the lower priority number is shown first.



In Applied products (open it from the Products column of the Option sets list), the option sets that are not used on a product show as Inactive for that product. See Manage option sets.


3. Select customers


Open 3. Select customers, and under Show option set to choose who sees the option set:


  • All customers (default)
  • Registered customers - customers who are logged in to an account
  • Customers without accounts - customers who are not logged in
  • Specific customers - pick customers from your customer list
  • Specific customer tags - customers who have one of the tags you enter, for example VIP, Wholesale or Member


Only All customers is available on every plan. The other choices need the Platinum plan.



Premium option set


A Premium option set can only be applied to one product or one variant. For it, the choices are limited to Not assigned, Specific products (one product) and Specific variants (one variant), and Exclude products is turned off.

Updated on: 24/09/2026

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