# Order options – prescriptions, engraving and custom details

> Collect customer details with each item (prescription, logo, engraving, measurements, cake message) at the till and online, priced and tracked.

Source: https://docs.smartposhub.com/modules/order-options/  
Last updated: 2026-10-30  
Product: SmartPOS Hub (https://smartposhub.com)

**Order options & personalisation** collects the details a customer gives when buying an item: an eyeglass prescription, a logo to print, engraving text, tailoring measurements, a cake message and pickup time, a vehicle VIN. Staff fill them in at the till; online customers fill them on the product page. Opticians, pharmacies, print shops, bakeries, tailors, jewelers, gift and trophy shops use it most.

> **How to turn it on**
> 1. **Plan:** Included when your plan lists Order options & personalisation (Settings › Package Subscription).
> 2. **Switch:** Settings › Business Settings › Modules › Industry modules › Order options & personalisation, then Update Settings.
> 3. **Permission:** User Management › Roles › Order options section, for example Manage order option forms, groups and where they apply and Fill in and edit order options on sales.
> - **Mobile app:** Yes – the form opens at the till in the SmartPOS Business app and on product pages in the online store and Shopper app.

## How it is organised

| Building block | What it is | Example |
|---|---|---|
| **Fields** | One question with a type, rules and an optional price | "Engraving text", up to 12 letters, price per character |
| **Field groups** | A reusable set of fields | "Eyeglass prescription", "Artwork", "Delivery slot" |
| **Forms** | Groups in order, with their own settings and production statuses | "Prescription glasses" = Prescription + Lenses + Frame |
| **Where they apply** | Which variations, products, categories or brands ask the form (optionally per location) | All products in the "Spectacles" category |

There are more than 20 field types: short and long text, numbers with units, dropdown, single and multiple choice (with price and colour swatch per option), yes/no, colour, date and time (with lead time and closed days), e-mail, phone, link, file upload, signature, measurement grid, dimensions, calculated price, must-confirm tick box, heading and information text. Fields can be shown only when another field has a certain answer.

**Note:** 
**Product fields** = details about the product (filled when you add the product). **Order options** = details the customer gives when ordering. Paid extras chosen at the till (size, toppings, sauces) are [Modifiers](https://docs.smartposhub.com/modules/modifiers/).

## Before you start

- **Order options & personalisation** is in your plan and switched on in **Settings › Business Settings › Modules**.
- Your products and categories exist. See [Add products](https://docs.smartposhub.com/catalog/add-products/).

## First-time setup

1. Open **Products › Order options**. You see three tabs: **Forms**, **Field groups** and **Where they apply**.
2. Click **Import prebuilt**. Your trade is listed first. Tick the forms you want (click **Details** to see every field and price), then **Import selected**. Groups you already have are reused.
3. To change a form, open it from the **Forms** tab. Add or remove groups, set fields as required, choose what prints on the invoice, work ticket or kitchen ticket, and set the form's production statuses and due-date field.
4. Need your own? Click **Add form**, or build reusable groups on the **Field groups** tab first.
5. Open **Where they apply** and click **Attach to products**. Choose categories, products, variations or brands, and optionally locations. The most specific level wins: variation, then product, then sub-category, then category, then brand.

![Import ready-made order option forms window with trades on the left such as General, Grocery, Restaurant, Bakery and Clothing, and forms such as Custom print order, Engraved item, Special order and Gift wrap and message with field counts](https://docs.smartposhub.com/_astro/order-options-import-prebuilt.Cltt8Ve-.png) (web app page: `/order-options`)
*Import prebuilt: pick your trade, open Details to see the fields, then Import selected.*

You can also set it per product: the **Order options** panel on **Add / Edit product** lets a product follow its category or brand, use chosen forms, or ask nothing.

## Everyday use at the till

1. Add the product on the POS (V1 or V2) or on **Add sale**. The order options window opens by itself.
2. Fill in the details. Required fields are checked as you go, and the price add-on updates live.
3. For a returning customer, click **Use saved** to fill in their saved prescription or measurements. To keep new details, tick **Save on the customer for next time**.
4. Click **Save details**. The cart line shows a summary and the add-on under the product name. To change, click **Options** on the line.
5. Customer will bring the details later? Click **Finish later** and save the sale as a draft, quotation, held sale or sales order.

**Caution:** 
A final sale can't be completed while required details are missing. Staff without the **Fill in and edit order options on sales** permission see **Details to add**: they can still sell, and the line shows as "Details missing" for a colleague to complete.

## Track personalised orders

Open **Sell › Personalised orders**. The cards at the top count **Open**, **Overdue**, **Due today**, **Ready** and **Details missing** lines. Filter by status, location, form, due date or date range. For each line you can:

- change the production status (Waiting, Design review, Awaiting customer approval, In production, At the lab, Quality check, Ready, Out for delivery, Delivered, Collected, Cancelled — each form uses its own list), or use **Apply to selected** for several lines;
- open the details with the answers, add-on breakdown and status history;
- **Edit details** after the sale (this never re-prices the sale);
- print the **Work ticket** for the workshop or lab.

Every customer page also has a **Personalisation** tab with saved profiles (and their older versions) and the personalised items they bought.

## Settings explained

| Setting | Where | Effect |
|---|---|---|
| **Required** (per field) | Form / group editor | The sale can't be finished without it |
| **Print on invoice / work ticket / kitchen** | Field and form settings | Where the answer is printed |
| **Price when filled** | Field | Fixed or %, per item or once per line |
| **Prices include tax** | Form | Option prices are tax-inclusive (default on) |
| **Save to customer profile** + profile type | Field group | Keeps answers for next time; prescriptions, patient, ID and hair & skin profiles are treated as sensitive |
| **Statuses** and **due date field** | Form | Production steps and the date used for Overdue / Due today |

## Permissions

| Permission (Roles page › Order options) | Typical role |
|---|---|
| Manage order option forms, groups and where they apply | Manager |
| Fill in and edit order options on sales | Cashier, sales staff |
| View personalised orders and work tickets | Workshop, lab staff |
| Change the production status of personalised orders | Workshop, lab staff |
| View saved customer profiles (measurements, vehicles, pets…) | Sales staff |
| View sensitive customer profiles (prescriptions, medical, ID) | Optician, pharmacist |
| Add and delete saved customer profiles | Manager |

## In the SmartPOS Business app

When staff sell a personalised item in the [SmartPOS Business app](https://docs.smartposhub.com/business-app/sell-in-the-app/), the same form opens as a sheet with **Finish later** and **Add to cart**. Choices can show icons or photos.

![Business app sheet for Reading glasses with a Lenses group: Lens type dropdown, Coatings choices with prices, an Engraving field, and Finish later and Add to cart buttons](https://docs.smartposhub.com/_astro/order-options-app-till.Bk48KymB.png)
*The order options sheet at the till in the SmartPOS Business app.*

## Tips and mistakes to avoid

- **Start from Import prebuilt.** The ready-made forms already have sensible fields, prices and statuses for your trade.
- **Attach at the category level** so new products pick up the form automatically. Use "No order options" on a product that should skip it.
- **Mark sensitive groups correctly** so only the right staff see prescriptions or ID details.
- **Don't edit prices on personalised lines** by hand; the line is flagged "Price check" when the charged price doesn't match base + add-on.

## Related pages

  - [Modifiers](https://docs.smartposhub.com/modules/modifiers/)
  - [Prebuilt imports](https://docs.smartposhub.com/modules/prebuilt/)
  - [Quotations, drafts and orders](https://docs.smartposhub.com/selling/quotations-drafts-and-orders/)
  - [Online store](https://docs.smartposhub.com/online/online-store/)

## Frequently asked questions

### What is the difference between Order options, Product fields and Modifiers?

Product fields describe the product and are filled when you add it. Order options are details the customer gives when ordering, filled at the till or online. Modifiers are paid extras such as size, toppings or sauces.

### Can an order option change the price?

Yes. A field or a choice can add a fixed amount or a percentage, per item or once per line, and some fields calculate a price (for example area times a rate or price per character). The add-on is added to the item price, so tax, discounts, totals and returns work as usual.

### What if the customer doesn't have the details yet?

Tap Finish later. That is allowed on drafts, quotations, held sales and sales orders. A final sale needs the required details first. Staff can add them later from Sell › Personalised orders with Edit details.

### Can I reuse a customer's prescription or measurements next time?

Yes. Tick Save on the customer for next time. Next time, the form offers Use saved with the date, and you can see all saved profiles on the customer's Personalisation tab. This needs a named customer, not Walk-in.

### Who can see prescriptions and ID details?

Only users with View sensitive customer profiles (prescriptions, medical, ID). Other staff see these profiles masked.

### Do the details print on the receipt?

Fields marked to print on the invoice are added under the item on receipts and invoices. A separate Work ticket prints everything the workshop needs. Uploaded files print as "files attached", never the image.

### Do I have to build forms from scratch?

No. Click Import prebuilt to add ready-made forms for your trade, such as eyeglass prescription, custom print order, engraved item, cake order or tailoring measurements.

### Do order options work in the online store?

Yes. The same forms appear on the product page of your online store and the answers are attached to the sale when the order arrives.