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How do I create a preset?

Create a preset to quickly add frequently used products to orders. Enter the product information once and reuse it whenever needed.

Written by Daan Sinke

Create a preset

A preset allows you to save a product in advance so it can be added to orders quickly.

Step 1 : Open Presets

Go to Manage Yourselv > Presets.

Step 2 : Create a new preset

Click the + button in the top-right corner.

Step 3 : Enter the preset details

: Name : Product name.
: Image : Optionally upload a product image.
: Short description : A brief product description.
: Product description : A detailed description.
: Properties : Add properties if required.
: Active : Set to Yes to make the preset available immediately.

Step 4 : Save the preset

Click the button in the top-right corner.

The preset is now ready to use.

Screenshots

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