Product Configurator for Bundles, Kits and Custom Products

Set up Product Configurator

1. Install and assign permissions

Install and activate the plugin under Extensions > My extensions. Clear the cache and compile the active storefront theme if your deployment does not do this automatically.

2. Create a configurator

Go to Catalogues > Product configurators and click Create configurator. Choose an empty or supplied template. Templates provide structures and sometimes example rules, but they do not contain the products from your store.

In General, enter the name, description and help text. Assign base products to display the configurator on their detail pages. Variants of assigned base products are included. Charge base product as component adds the price of the base product actually used. A standalone configuration without a base product context does not acquire an arbitrary base price.

Under Display & behaviour, choose Wizard, One Page or Compact and select the pricing mode. Sum of component prices only ignores configurator pricing rules and discount actions. Component prices + pricing rules applies them. Enable product comparison, guest saving and combination with Shopware promotions as required.

An active configurator without sales channel assignments is available in all channels. Once assignments exist, it is available only in assigned active channels. Each channel assignment can override the display mode.

3. Add steps and products

Open Sections. Add steps, reorder them by drag and drop and maintain their title, description and help text. Choose single, multiple or quantity-based selection, or Input / extension. Set required steps and minimum or maximum selection limits. Quantity-based steps count the total quantity in the step; individual product quantities can also be limited.

Choose manual assignment, a dynamic product group or criteria such as categories, manufacturers, tags, properties and custom fields. Use active products or concrete variants that are visible and available in the sales channel. An invalid dynamic source returns no products.

For manually assigned products, use the row action menu to set position, preselection, recommendation, badge, quantities and option pricing. Options can use the product price, a surcharge, an individual price or be included. Display & filters controls visible properties, custom fields, sorting, page size and comparison.

Input types include text, multi-line text, number, dimensions, date, colour, file, image, engraving, free text and service options. Configure the available limits, units, character rules, file extensions or palette for each type. An input surcharge applies when the field is used. Entering dimensions does not automatically create an area-based price formula.

4. Define logic and compatibility

In Rules, combine conditions with AND/OR groups and add actions such as Show section, Select product, Show information or Activate pricing rule. An active logic rule without conditions always applies. To make a step conditional, first enable Hidden by default, then reveal it with a matching rule. Hiding a step removes its selection and entered values.

In Compatibility, choose Source section, Target section and Rule type. Add the required comparison, for example matching connector properties. Selected components and candidates are checked in both directions. A compatibility rule without a comparison condition identifies no incompatibility. Hard rules prevent unsuitable choices; soft rules warn and can show a confirmation dialogue. Write a clear, translatable message.

For example, compare the Connector property in the two steps using equality. The relevant property values must be complete and correct in your real catalogue. Set the handling of missing values in the comparison condition. The total price condition uses the component total before configurator discounts.

5. Set pricing and presets

In Pricing, set each rule's type, priority, activation, scope and value. Always applies when its sales channel and customer group restrictions match. By rule action additionally requires activation from a configuration rule. Higher priorities run first; minimum and maximum prices run last.

Quantity discount tiers use the number of components within the scope of one configuration. Tier discount uses the number of configurations being ordered. Check both against the quantities and prices you intend to offer. In Presets, maintain prepared product selections and input values. Optionally restrict visibility by sales channel, customer group or a Shopware rule. Customers can customise an applied preset.

6. Activate and place the configurator

Activate the configurator in General and save it. Assigned product detail pages display it automatically. Alternatively, open a Shopping Experience, add the Configurator block and select the configurator in the element settings. The element can override the display mode and optionally use an assigned base product. Publish the layout through the appropriate product, category or landing page assignment. Preset and summary blocks are optional additions.

Standalone configuration, share and edit URLs carry noindex, nofollow. Use a normal product or CMS landing page for search traffic. Test required steps, presets, conflicts, warnings, pricing tiers, inputs and the cart in your active theme.

7. Configure behaviour and retention

Open Extensions > My extensions > Configure and choose the sales channel. Automatic replacement of incompatible components is off by default and needs a suitable alternative. Product comparison defaults to four products. Component prices in the cart and the My configurations account page are enabled by default.

The configuration code prefix defaults to LPC and allows up to ten letters or digits. Guest configurations default to 30 days of retention. The upload size defaults to 10 MB and unused uploads to 30 days of retention. File types are also restricted by the input settings and server-side file validation. Analytics retention is capped at 180 days. Run scheduled tasks and the message consumer for cleanup to execute.

8. Review analytics and configure follow-up actions

Analytics provides a date range, sales channel filter and CSV export. Statistics collection and the consent requirement are enabled by default in the plugin settings. Collection then starts only after the customer opts in to Marketing > Configurator analytics in the Cookie Consent Manager. You can disable the consent requirement, but must establish the required legal basis yourself. Session identifiers are pseudonymised. Persisting the price display preference requires the separate comfort-feature consent.

A valid evaluation can count as completed in Analytics. The Configuration completed Flow Builder trigger runs when the configuration is added to the cart. Configuration saved follows explicit saving. Configuration ordered follows order placement, independently of later payment completion. Configure emails and other actions yourself in Flow Builder.