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Setting up custom post-purchase groups & fields

POSify allows merchants to capture post purchase information, after make a sale with Shopify POS. In POSify, post purchase fields are grouped into post purchase groups.

Creating a post purchase group​

Head to the Post purchase fields page in the POSify Shopify Admin app. The table lists your existing post purchase field groups. To create a new group, click the Create field group button.

Add a group

Below is an example of a post purchase field group in POSify: Create a text field

Group details fields​

Groups can have the following attributes:

  • Title: The title of the customization group
  • Description: The group description or instructions - visible in the POS app to help staff

Group settings​

Each customization group has the following settings options:

  • Status: Whether the field should be displayed in the POS app
  • Available Locations: Which locations this field should be available at (only application for stores with multiple POS locations)

Creating a post purchase field​

These fields will be available when this group is selected in the POS app. To add a field to this group, click the Create field button.

Field types​

POSify allows the following post purchase field types to be created:

  • Text: A simple text field
  • Multi-line textbox: A text field with multiple lines
  • Number: A text field that only allows numbers to be entered
  • Date: A field that allows dates to be entered using the POS device's native date picker
  • Time: A field that allows times to be entered using the POS device's native time picker
  • True/false: A true or false selection
  • List: A list containing multiple options, which can be set to single select or multi-select

Field builder fields​

Post purchase customization fields can have the following attributes, based on it's type:

  • Title: The title of the customization field
  • Placeholder: The helper text displayed inside the field before any text is entered, useful for prompting staff
  • Default Value: The pre-selected value(s) that are set
  • Options (list only): The options that will appear in the list - see the Importing list options guide for import instructions
  • Images: A list of up to 15 images that can be used to visually display customization options to the customer at checkout - Images are ordered alphabetically by filename in POS

Field settings​

Each post purchase customization field has the following settings options:

  • Status: Whether the field should be displayed in the POS app
  • Required: Whether this field needs to be filled in before adding it to the cart
  • Save To Order As: How the value of this field should be stored on the order - see the Save to order as guide for more information
  • Metafield Definition (save as metafield only): The order metafield definition that the value of this field should be saved to
  • Date Format (date only): The format of the inputted date
  • Multi-choice (list only): Whether the list should allow multiple options to be selected
  • Searchable (list only): Allows the list of options to be searchable in the POS app
  • Hide from order/receipt if false (true/false only): Whether to hide this field on receipts if the value is set to false

Example fields in Shopify Admin & POS​

Text field example​

Below is an example of a text field created in POSify.

  • Type: Text
  • Title: How did you hear about us?
  • Save To Order As: Metafield (the value for this field will be stored in the order metafield selected below)
  • Metafield Definition: How did you hear about us? (this is the order metafield definition where the value will be stored)

Create a field