Quick start guide for Customer Size module

To install the Yireo_Custsize module, use the installation guide. After the module has been installed, this quickstart guide should get you started in using the module.

System configuration

This module has no options in the Magento System Configuration.

Discovering the backend options

Within the Magento Admin Panel, the Customer Size module adds various paths to the menu:

  • Catalog > Attributes > Customer Size Fields
  • Customers > Customer Size Profiles

The setup requires you to define fields first, that can be filled in by customers in their own profiles. A customer is able to create multiple profiles and each profile will be composed of the fields that you create in the backend.

Setting up fields

Navigate to Customers > Customer Size Profiles to manage the fields available in the profiles. To add a new field, you can use the button New in the toolbar to create a new field. Each field has the following options:

  • Label: A friendly name shown to customers.
  • Description: An explanation to customers on what values to enter the field.
  • Fieldset: Fields are grouped together in fieldsets. See the instructions below for setting up fieldsets.
  • Unit: Each value is most likely to be in a specific unit. You can select here the unit for the values that customers enter.
  • Enabled: If disabled, the field does not show in the frontend.
  • Required: When a field is required, a customer is required to enter a valid value in the input field.
  • Dashboard: When enabled, the value of this field will be shown in the customer dashboard overview on the frontend.
  • Marker: By default, this does not do anything. But when building your own custom output of profiles (for instance, a human diagram with measurement positions), this setting allows you to have some extra flexibility.
  • Ordering: A simple number for ordering. The field with the lowest order will be shown first.

Setting up fieldsets

Within the fields overview (Customers > Customer Size Profiles) you can also use the button Manage Fieldsets to jump to the fieldset overview. Each fieldset has the following options:

  • Label: A friendly label shown to customers.
  • Tag: The value of the HTML name attribute of the fieldset. Make sure this matches HTML standards: No spaces, lowercase, only alphanumeric characters.
  • Description: An explanation to customers on what fields are contained in this fieldset.
  • Enabled: When disabled, this fieldset will not be shown in the frontend.
  • Ordering: A simple number for ordering. The fieldset with the lowest order will be shown first.

Adding functionality to products

Once the fields are in place, you will need to bind the functionality of the Custsize module to products. For this, the module setup has added a new product attribute Customer Size (custsize) which needs to be enabled for all products that you want to apply profiles to.

Usage on the frontend

Once a product has the Customer Size attribute enabled, customers will be required to enter a profile when they attempt to order this product. Once a valid profile has been selected, the product can be added to cart. If no profile has been created yet, the customer will be redirected to its account page.

Within a customers account, profiles can be managed by the customer via My Size Profiles. When purchasing a product with profiles required, it is not possible to do Guest Checkouts, because the profile needs to be connected to a valid customer account.

Management in the backend

Profiles added by customers are available in the backend via Customers > Customer Size Profiles or when editing a specific customer record under the tab Customer Size Profiles.

Adding more units

When you need more units to be added as a selectable option for fields, you can override the class Yireo_Custsize_Helper_Definitions for this. However, if you do, please let us know. We might simply add in a quickly released new version.