How to Use Configurator Settings

Overview

The Configurator Settings page lets you control how your configurator looks and works for customers across your entire store. Changes here apply to all of your configured products unless you override them on a specific product.

To get there, go to your Shopify admin and click Configurator Settings in the left sidebar of the NetSource Configurator app.

When you're done making changes, click the Save button at the top right (or at the bottom of the page) to apply them.

Display Settings

This section controls what customers see when they're on the configuration page.

New Category Defaults

When you add a new category to a configured product, these settings determine what that category starts with. You can always change them on the product itself later.

Setting	What It Does
Show More Info Button	Adds a "More Info" button next to each option so customers can learn more before selecting. On by default.
Required Category	Makes the category required — customers can't add to cart without choosing an option from it. Off by default.
Display Quantity Field	Shows a quantity input next to each option so customers can choose how many of that component they want. Off by default.
Show Product Description	Shows a short description below each option's title. On by default.
Show Item Image	Shows the product image next to each option. On by default.
Show Item SKU	Shows the SKU number below each option's title. Off by default.

Buttons

You can change the text on three buttons that appear in the configurator. The defaults are shown below, but you can type anything you'd like (up to 50 characters each).

Button	Default Text	Where It Appears
Customize button	Customize	On the main product page, to open the configurator
Save Quote button	Save Quote	On the configuration page, to save or request a quote
More Info button	More Info	Next to each option, to show more details

Inventory Settings

Show Out-of-Stock Items

This controls whether items that are out of stock appear on the configuration page.

• Yes — If an item has inventory tracking turned on and is out of stock, it will be hidden from customers.
• No — All items show up regardless of stock level.

Component Inventory Deduction

When a customer orders a configured product, this setting controls whether the individual component products have their inventory reduced automatically.

• None — The configurator does not touch component inventory. You manage it yourself.
• Deduct on Order — Component inventory is reduced as soon as the order is placed.
• Deduct on Fulfillment — Component inventory is reduced only after the order is fulfilled (shipped).

Tip: If you use a third-party fulfillment system or warehouse software, "None" or "Deduct on Fulfillment" may be the better choice.

Purchase & Quoting Settings

Require Complete Configuration Before Purchase

This controls whether customers must finish configuring a product before they can buy it.

• Yes — The Add to Cart button is removed until all required options are selected. Customers must complete the configuration.
• No — An Add to Cart button is available. Customers can buy the product as-is or configure it first.

Quote Settings (Advanced plan and above)

This section is locked on the Starter plan. Click Upgrade to access it.

Three checkboxes let you control what customers can do with quotes:

• Allow users to save a quote — Customers can save their configuration to come back to later.
• Allow users to submit a quote — Customers can send in a quote request for your team to review.
• Disallow purchasing (quoting only) — Removes the Add to Cart button entirely. Customers can only save or submit quotes. You can also turn this on for individual products instead of store-wide.

Text for Saved Quote Page

These three text fields let you customize the messages customers see on the quote page. Edit them to match your brand's voice.

Field	What It's For
Edit & Save a Configuration	The message explaining that customers can save and come back to their configuration
Request a Custom Quote	The message explaining what submitting a quote request means
Submit a Quote Request Prompt	The prompt customers see when they click to submit a quote, asking them to explain what they need

Discounts (Advanced plan and above)

This section is locked on the Starter plan. Click Upgrade to access it.

If you've set up quantity discounts on your components, this setting controls whether those discounts are applied when a customer selects that component in a configuration.

• Yes — Quantity discounts are applied to configured items.
• No — Quantity discounts are ignored for configured items.

Layout Options

Choose which visual layout the configurator uses on your product pages. There are five options, each designed for a different type of store.

Layout	Best For	How It Works
Tech Builder	Computers, Electronics, AV Equipment	Collapsible accordion sections — customers expand one category at a time
Quick Select	Food & Beverage, Sports, Promotional	Horizontal tabs for fast switching — compact list of options in each tab
Fashion Studio	Clothing, Shoes, Jewelry, Accessories	Visual swatches for color, pill buttons for size — compact single-screen layout
Guided Wizard	Furniture, Vehicles, Cabinetry, Industrial	Step-by-step with a progress bar — one category at a time, then a review screen
Catalog Grid	Home Décor, Lighting, Building Materials	Full-width sections with large image cards — built for visual browsing

Click the layout card you want to use. A green checkmark will appear in the corner of the selected layout. The layout change takes effect after you click Save.

Note: Your Shopify theme's product page template may affect how the layout looks. If it doesn't look right, you may need to use the Dedicated Product Template (see below) or adjust your theme.

Dedicated Product Template

This section lets you install a special Shopify product page template built specifically for the configurator. When active, it replaces the standard product page layout — removing the default description, variant picker, and Add to Cart button — and gives the configurator full control over the page.

This is the recommended setup if you want the cleanest, most professional-looking configuration experience.

Template Status

A badge shows whether the template is currently installed in your theme:

• Installed — shows the theme name it's installed in
• Not installed — the template hasn't been added yet
• Unable to check — there was a problem connecting to your theme

Installing the Template

Click Install Template to add it to your active theme. This is a one-time setup.

Removing the Template

Click Remove Template to delete it from your theme. This will also reset any products that were using it back to the default product template.

Product Assignment

Once the template is installed, two buttons appear:

• Apply to All Products — Switches all of your configured products to use the dedicated template.
• Reset All Products — Switches all of your configured products back to the default product template (without removing the template from your theme).

Tip: You can assign the template to products one at a time from each product's configuration page if you don't want it applied store-wide.

Tips

• Always click Save after making any changes — settings are not applied automatically.
• Use Required Category sparingly. If customers can't complete a configuration, they may abandon the purchase.
• The Guided Wizard layout works well for high-value or complex products where you want to walk customers through each decision one step at a time.
• The Dedicated Product Template gives the best visual results, especially with the Fashion Studio and Catalog Grid layouts.
• If you run a quote-based business where customers don't buy directly, turn on Disallow purchasing to remove the Add to Cart button store-wide.