# Addons

# Summary

Addons are used to sell additional services which are not linked to stock. Set unique SKUs for reporting, control pricing centrally, and optionally choose to raise purchase orders. Perfect for gift wrap, removal and assembly services, extended warranties or third party insurance policies.

The may be assigned to [Products](https://bookstack.iconography.co.uk/books/categories/chapter/products "Products").

#### Key to icons

![Edit](https://ixo.iconography.co.uk/images/cms/icons/edit.gif) = edit

![Delete](https://ixo.iconography.co.uk/images/cms/icons/delete.gif) = delete

![No Children](https://ixo.iconography.co.uk/images/cms/icons/nochild.gif) = view attribute values

## Setup

### Addon Group

To create new Attributes, you must first set up a new Attribute Group. These act as a title for your attribute, e.g. a 'Colour' group will power a filter called 'filter by colour'.

<table border="1" id="bkmrk-field-purpose-name-t" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Name</td><td>*This is the name of the group, and is displayed to the customer*</td></tr><tr><td>Description</td><td>*This is intended to be a short description, which is displayed to the customer; this should be generic to all Addons within this Group*</td></tr></tbody></table>

### Item Addons

These are assigned on a 1:1 basis against products. Examples include gift wrap, disposal services and other similar services.

Click [here](https://bookstack.iconography.co.uk/books/addons/page/item-addons/edit) for more information.

### Group Addons

These are assigned per Product, but the price of the Addon is determined by the contents of the basket.

Click [here](https://bookstack.iconography.co.uk/books/addons/page/group-addons/edit) for more information.

## FAQs

#### Is it possible to disable an Addon without deleting it?

Yes - this is done via individual Addons, and can not be done at the Addon Group level.

# Item Addons

These are assigned on a 1:1 basis against products. Examples include gift wrap, disposal services and other similar services.

Item Addons can be given prices, SKU codes and other important information.

### Setup

#### Details

<table border="1" id="bkmrk-field-purpose-code-e" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Type</td><td>*Choose from 'Item Addon' or '[Basket Addon](https://bookstack.iconography.co.uk/books/addons/page/basket-addons)'*</td></tr><tr><td>Code</td><td>*Enter the unique SKU code of your Addon (Item Addons only)*</td></tr><tr><td>Name</td><td>*Enter the Name of your Addon - this will be displayed to the customer as a choice when completing a purchase*</td></tr><tr><td>Description</td><td>*This is intended to be a short description, which is displayed to the customer; this should be specific to this Addon*</td></tr><tr><td>Retail Price (inc VAT)

</td><td>*Enter the price of the Addon*</td></tr><tr><td>Trade Price (ex VAT)</td><td>*Enter the trade price of the Addon*</td></tr><tr><td>Cost Price (ex VAT)</td><td>*Enter the cost price of the Addon*

*This is solely used for margin reporting, as it is not possible to order an Addo n from a Supplier using the Purchase Order module*

</td></tr><tr><td>VAT</td><td>*Select the VAT status of an Addon - choose from:*

- *Standard*
- *Reduced*
- *Zero*
- *Exempt*

*VAT rates for Standard and Reduced are controlled via [Countries](https://bookstack.iconography.co.uk/books/countries "Site Settings")*

</td></tr><tr><td>Send to Staingard</td><td>*See [Staingard ](https://bookstack.iconography.co.uk/books/integrations/page/staingard)for more information*

</td></tr><tr><td>Live?</td><td>*Toggles whether the Addon is Live or not*</td></tr><tr><td>Allow Returns</td><td>*Select to allow returns (refunds/cancellations) of the Addon*</td></tr><tr><td>Allow Customer Note</td><td>*Select to allow the customer to enter a personalised message at checkout (ideal for gift labels)*</td></tr><tr><td>Customer Note Prompt</td><td>*The prompt that will show to the customer instructing them what to enter as the Customer Note*</td></tr></tbody></table>

#### Assignment

Use the [Assignment Rules](https://bookstack.iconography.co.uk/books/addons/page/assignment-rules "Assignment Rules") to assign this Addon in bulk, or altatively manage this via individual [Products](https://bookstack.iconography.co.uk/books/categories/page/addons "Addons") or in bulk via [CSV import/export](https://bookstack.iconography.co.uk/books/import-export/page/product-data "Product Data").

### How it displays

#### eCommerce

When assigned to a product, the customer will be prompted to opt in. If there are multiple Addons from the same group (e.g. pink or blue giftwrap), a drop down will be shown. Otherwise, it will be a simple tickbox.

This will display near the add to basket button on the [Product Detail Page](https://bookstack.iconography.co.uk/books/product-detail-page "Product Detail Page").

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-09/scaled-1680-/hvmimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-09/hvmimage.png)

It will also display as an option at checkout.

#### POS

It will also display as a pop up within the [POS](https://bookstack.iconography.co.uk/books/epos/page/adding-add-ons-to-a-sales-order-in-the-epos "POS").

# Basket Addons

These are assigned on a 1:1 basis against products. Examples include gift wrap, disposal services and other similar services.

Item Addons can be given prices, SKU codes and other important information.

### Setup

#### Details

<table border="1" id="bkmrk-field-purpose-code-e" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.053%;"></col><col style="width: 50.053%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Type</td><td>*Choose from '[Item Addon](https://bookstack.iconography.co.uk/books/addons/page/item-addons "Item Addons")' or Basket Addon*</td></tr><tr><td>Name</td><td>*Enter the Name of your Addon - this will be displayed to the customer as a choice when completing a purchase*</td></tr><tr><td>Description</td><td>*This is intended to be a short description, which is displayed to the customer; this should be specific to this Addon*</td></tr><tr><td>Surcharge Price (inc VAT)

</td><td>*Enter the price of the surcharge (optional)*</td></tr><tr><td>Surcharge Cost Price (ex VAT)</td><td>*Enter the cost price of the surcharge (optional)*

*This is solely used for margin reporting, as it is not possible to order an Addon from a Supplier using the Purchase Order module*

</td></tr><tr><td>Surcharge Label</td><td>*Enter a label for the surcharge (optional)*

<p class="callout info">*The surcharge will display as a separate order line with this label*</p>

</td></tr><tr><td>VAT</td><td>*Select the VAT status of the surcharge - choose from:*

- *Standard*
- *Reduced*
- *Zero*
- *Exempt*

*VAT rates for Standard and Reduced are controlled via [Countries](https://bookstack.iconography.co.uk/books/countries "Site Settings")*

</td></tr><tr><td>Send to Staingard</td><td>See [Staingard ](https://bookstack.iconography.co.uk/books/integrations/page/staingard)for more information

</td></tr><tr><td>Live?</td><td>*Toggles whether the Addon is Live or not*</td></tr><tr><td>Allow Returns</td><td>*Select to allow returns (refunds/cancellations) of the Addon*</td></tr><tr><td>Allow Customer Note</td><td>*Select to allow the customer to enter a personalised message at checkout (ideal for gift labels)*</td></tr><tr><td>Customer Note Prompt</td><td>*The prompt that will show to the customer instructing them what to enter as the Customer Note*</td></tr></tbody></table>

#### Pricing Tiers

Pricing for the Group Addons are managed via tiers. The price of the Addon is based on the total value of items in the basket where the Customer has opted into the Addon.

##### Example

A customer has three items in their basket priced at £500, £250, and £125 respectively.  
Each item offers the ‘Insurance’ Addon as an optional extra.

The customer chooses to apply the Insurance Addon to Item 1 (£500) and Item 3 (£125), but not to Item 2.

Therefore, the total value of goods used to calculate the Addon price is:  
£500 + £125 = £625

##### Setup

<table border="1" id="bkmrk-field-purpose-code-t" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Code</td><td>*The SKU code of that tier (each tier must have a unique code)*

<p class="callout info">*There may be limitations on the data in this field if an integration is required, e.g. [Staingard](https://bookstack.iconography.co.uk/books/integrations/page/staingard "Staingard").*</p>

</td></tr><tr><td>Basket Value</td><td>*The maximum basket value for that tier*</td></tr><tr><td>Price</td><td>*The price charged to the Customer for that tier*</td></tr><tr><td>Cost Price</td><td>*The cost price for that tier*</td></tr><tr><td>VAT</td><td>*Select the VAT status of the surcharge - choose from:*

- *Standard*
- *Reduced*
- *Zero*
- *Exempt*

*VAT rates for Standard and Reduced are controlled via [Countries](https://bookstack.iconography.co.uk/books/countries "Site Settings")*

</td></tr></tbody></table>

An example setup is below:

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/scaled-1680-/hipimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/hipimage.png)

#### Assignment

Use the [Assignment Rules](https://bookstack.iconography.co.uk/books/addons/page/assignment-rules "Assignment Rules") to assign this Addon in bulk, or altatively manage this via individual [Products](https://bookstack.iconography.co.uk/books/categories/page/addons "Addons") or in bulk via [CSV import/export](https://bookstack.iconography.co.uk/books/import-export/page/product-data "Product Data").

### How it displays

#### eCommerce

When assigned to a product, the customer will be prompted to opt in. If there are multiple Addons from the same group (e.g. pink or blue giftwrap), a drop down will be shown. Otherwise, it will be a simple tickbox.

This will display near the add to basket button on the [Product Detail Page](https://bookstack.iconography.co.uk/books/product-detail-page "Product Detail Page").

The price will adapt based on previous selections, e.g. if a customer has already opted into the Addon for an item already in the basket, this will adjust the price on the current product, up to and including offering the Addon for free.

It will also display as an option at checkout. Pricing will dynamically change on all Products based on selection.

#### POS

It will also display as a pop up within the [POS](https://bookstack.iconography.co.uk/books/epos/page/adding-add-ons-to-a-sales-order-in-the-epos "POS").

The price will adapt based on previous selections, e.g. if a customer has already opted into the Addon for an item already in the order, this will adjust the price on the current product, up to and including offering the Addon for free.

# Assignment Rules

These rules can be used to automatically attach Addons to Products; it is also possible to assign these manually to individual products on the [Addons](https://bookstack.iconography.co.uk/books/categories/page/addons "Addons") tab when when editing a Product.

## How Assignment Rules Work

The user sets up several rules, by which the website can check whether any product qualifies for cross-selling.

Through this method, when products become eligible, those cross-sells will apply immediately.

When a product ceases to be eligible, those cross-sells will immediately be removed.

## Setting Up New Rules

Overlay Rules are managed in the second tab of the Edit Addon screen.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/scaled-1680-/Wijimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/Wijimage.png)

Simply select the criteria that you wish to apply to your Rule.

<p class="callout info"><span style="color: rgb(0, 0, 0);">Assignment Rules work on an **AND** basis. That means that in order for a rule to be applied, all criteria must be met.   
  
</span><span style="color: rgb(0, 0, 0);">E.g. Products in the 'Sofa' category that also have the 'Leather' attribute</span></p>

Once added, this will be automatically active, and all live Products will display the relevant cross-selling selections.

<p class="callout info">If you want your rule to apply to only certain Variants, use the Optional Filter; simply enter the string that should be present  
  
For example to upsell a 'Single Mattress' to all Products in the 'Bedframes' category, simply enter 'Single' in the optional filter, and it will only apply to Variants with 'Single' entered as the optional value  
  
To further restrict this, tick 'exact match only', which will ensure a precise match, e.g. differentiating between 'Large Single' and 'Small Single'</p>

# Workflows



# Assigning Addons to a Product

How to assign Addons to a Product from the edit addon screen.

##### 1. Click the "Search product:" field.

##### ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-09-30/40870e81-5522-485f-aa4f-2a795359fd3a/ascreenshot.jpeg?tl_px=300,822&br_px=1160,1303&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=402,276)

##### 2. Search for your product

##### 3. Choose your product

##### ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-09-30/fefc1e41-0be4-43db-97cb-e2759486bba3/ascreenshot.jpeg?tl_px=336,822&br_px=1196,1303&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=402,306)

##### 4. To cancel your selection, simply untick it

##### 5. Click "Melon (variants in drop down)"

##### ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-09-30/3d89f0d8-1e92-4f57-aaa4-ebbd7467ea1e/ascreenshot.jpeg?tl_px=238,822&br_px=1098,1303&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=402,299)

##### 6. Click this button to save

##### ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-09-30/cd3f278b-3044-4528-a3ae-007004b8c757/ascreenshot.jpeg?tl_px=0,822&br_px=859,1303&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=160,385)