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Conversion

Xenial Portal Data Management Ordering Settings Products Product List

From the Conversion page of the Product List editor, define variations for a product to allow each of its sizes, associated meals and other variant types to be sold and tracked.

To add conversion variations for a product:

  1. From the upper-right of the Conversion page, select Add Set.

  2. From the Variation Type dropdown, select the desired type.

  3. From the Variation Option dropdown, select the desired variation.

  4. From the Converts To field, select the desired option. The selected option determines which product the current product is converted to when the order taker selects this variation.

    Option

    Description

    Existing product

    Convert the product to an existing product.

    From the Product dropdown, select the product variation.

    New product

    Convert the product to a new product.

    1. In the New Product Name field, type the name of the new product.

    2. In the New Product ID field, type an ID number for the product.

    3. To duplicate the options from another product and assign them to the new product, toggle Duplicate Product to On.

      From the Duplicate Product dropdown, select the product to duplicate.

    Current product

    Convert the product to the product record currently open in the Product List editor.

  5. From the lower-right of the Add Variation form, select Save & Close.