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Setting up product fields

Product fields allow you to capture specific information about a product when selling via Shopify POS & Draft Orders, such as engraving options. These fields must first be set up in Shopify Admin.

Product fields can be organized into collapsible groups, helping to improve navigation and streamline the checkout experience in POS & Draft Orders.

Creating a new product field​

Head to the Fields page in the POSify Shopify Admin app. The table will list all of your custom fields - to only show your product fields, select the Product fields filter at the top of the table.

To create a new product field, click the Create field 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
  • Photo: A field that allows a photo to be uploaded from the POS device
  • Product: A field that allows a product to be selected and linked to the parent product - see the Selecting products guide for more information

Field builder fields​

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

  • Title: The title of the custom field
  • Placeholder: Short help text displayed inside the input field before any text is entered
  • Help Text: Long help text permanently displayed beneath the input field
  • Options (list only): The options that will appear in the list - see the Importing list options guide for import instructions
  • Reference 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
  • Selectable Products (product only): Limits which products staff can pick: All products (default), Specific products, Specific collections, or Product metafield.
  • Product Metafield (product only): Select the Product or Collection metafield on the product being customized - only products listed in that metafield are selectable

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)
  • Multi-choice (list & product only): Whether multiple list items/products are able to be selected

Field settings (advanced)​

  • Force POS App Popup: Whether the POSify POS app should be forced to open when this field is missing a value - see the Force opening the POS app guide for more information
  • Character Limit (text/textbox only): The total number of characters that can be entered into this field in POS
  • Allow Multiple Entries (text only): Allows staff to add several entries to a single text field
  • Max Entries (text only): The maximum number of entries allowed for the text field. Requires Allow Multiple Entries to be enabled.
  • Date Format (date only): The format of the inputted date
  • Excluded Dates (date only): Which dates won't be available for selection in the POS app
  • Searchable (list only): Allows the list of options to be searchable in the POS app
  • Max Selections (list & product only): The maximum number of list items/products that can be selected
  • Bundle Product (product only): Whether to bundle the selected product with the parent product, or add it as a separate line item
  • Tax follows the parent product (product only): When the parent product is taxable, the chosen products are added at $0 and their price is added as a fee to the parent line, so the parent product's tax setting dictates the tax. Requires fees to be enabled.
  • 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/group rules guide for more information.

Field Product, Variant & 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

Grouping product fields​

Product fields can be organized into collapsible groups, helping to improve navigation and streamline the checkout experience in the POSify POS app. Please see the Creating product field groups guide for more information.

When a field is assigned to a group, the group manages the following field settings:

  • Available Locations
  • Product, Variant & Collection Assignments
Ungrouped fields

If a field is not assigned to a custom group, it will automatically assigned to the Default group.

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
  • Reference 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