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Setting up custom product fields

POSify allows merchants to add customizations to products when selling via Shopify POS. These customization options must first be set up in Shopify Admin, as custom fields:

Creating a new product field​

Head to the Product/cart fields page in the POSify Shopify Admin app and select the Product fields filter at the top of the table to view all of your custom product fields. To create a new field, click the Create button, then Product field. Add a field

Field types​

POSify allows the following 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​

Custom fields can have the following attributes, based on it's type:

  • Title: The title of the custom field
  • Placeholder: The helper text displayed inside the field before any text is entered, useful for prompting staff
  • 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 reference images (this can be increased on request) that can be used to visually display customization options to the customer at checkout - Images are ordered alphabetically by filename in POS
  • Default Value: The pre-selected value(s) that are set

Field settings​

Each custom 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 the product to the cart - see the Required fields alert guide to warn the user that they're missing required fields when checking out
  • Fee/Price: The fee that should automatically be added to the product price when this field has a value (list field types can have a different fee for each individual option) - see the Adding customization fees guide for more information
  • Available Locations: Which locations this field should be available at (only application for stores with multiple POS locations)
  • 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

Field rules​

Custom fields can be dynamically shown or hidden based on the values of other custom fields - see the Creating field rules guide for more information.

Field product/collection assignments​

The following assignments can be set:

  • All: Display this field on all products
  • Specific products: Only show this field on these products
  • Specific variants: Only show this field on these variants
  • Specific collections: Only show this field on products that exist in these collections

Example fields in Shopify Admin & POS​

Text field example​

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

  • Type: Text
  • Title: Engraving
  • Placeholder: Enter custom engraving
  • Fee: £10 (this fee will be applied automatically to the cart when this field is filled in)
  • Available Locations: UK Store & US Store
  • Product Assignment: Engagement Ring (this field will only show for the Engagement Ring product)

Create a text field

This is how the text field is displayed in the POSify POS app: POS text field

List field example​

Below is an example of a single select list field created in POSify.

  • Type: List
  • Title: Engraving Style
  • Images: 4 reference images showing the different engraving styles available
  • Fee: Individual (individual fees have been set for each list option)
  • Available Locations: UK Store & US Store
  • Field Rules: 1 rule active (e.g. only show this field if the Engraving field is not empty)

Create a list field

This is how the list field is displayed in the POSify POS app: POS list field

Accessing the values in Shopify Admin & POS​

The value of each field is stored as a property of the product in Shopify. These can be seen in both the POS app, and in Shopify Admin: POS app values Admin values