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If there are data points the system does not provide that you need for your products, you are able to create your own custom fields to enter those items for whichever products you like. These fields will just be for reference for you and for your customers online, where you specify, so they won't be able to adjust the price of a product. The fields you create can be made as side-menu click options for your web customers if you have Website Faceted Search enabled, so you can make your own special web 'facets' that will allow your website visitors to view your products by those groupings.

 

Configure Custom Product Fields

To begin creating and configuring any custom product fields you might need, in the upper right, click on the Admin button with your username and in the drop-list, click Settings > POS Settings > Products. You will see a section for Custom Product Fields at the bottom of the tab.

 

Groups for Custom Product Fields

You will create your custom fields in Groups, even if it is only a single field. So for related items, within each Group, you will be able to associate those fields with only the Departments for which you need the fields to appear.

To get started, in the Custom Product Fields area, on the right, click +Create New Group. The window below will pop up so you can create what you need:

You will need to create a Group Title that describes the group. The group title you choose will also appear on the website if you set any of the Custom Fields in that group to show up there (see below) so make sure your title is written the way you would want it to appear.

In the Applied To drop-list, you can set which Departments of your products the Custom Fields of the group will display, or you can select All Products if it's something that should apply to everything you sell. When you have made your selections, click the top of the drop-list to collapse the list.

You can create as many Custom Fields as you need for the Group. To start, click +Add New Field and you'll see a blank version of the following:

• Each field you create will need a Custom Field Name, you need to make sure it is written the way you will want it to appear in the product and, if you choose, in your online listings.
• Choose the Field Type: either a Text, Numeric, Drop-Down, Date, or Currency field.
• For Text fields, you will be able to enter single-line text with alpha-numeric characters and special characters.
• For Numeric fields, you can enter numbers only, and they will appear with commas every three digits (1,000,000.00) and will have two digits after the decimal point.
• For Drop-Down lists, you can enter any number of options. Remember that YOU will be setting each of these options within your product so you may or may not want the first option to be something like Select One or Choose One.
• Date fields will be formatted in the MM/DD/YYYY style, so July 4th, 2023 will be 07/04/2023.
• Currency fields will display numeric values preceded by the currency symbol, e.g. $25.00.
• Each field will also have a check-box that will allow you to Show Online the data in the product's online listing. If the box is checked, whatever you enter for products for that field will appear in their online shopping page, below the Price and Quantity information.

For all the products you set up with a field that displays online, when looking at an online category, you will see those options in their own area and how many products are set for each, as in the example below:

 

Entering Custom Field Data in Your Products

Once you have saved your custom fields, you can go into your products and begin adding the information you need. To do so, go to Inventory > Products and find the first product you want to work on. Remember that it needs to be in one of the specified Departments or the custom fields won't show up. Click to edit the product you want by clicking on its title, and in the Product Information tab, scroll down until you see your section name, which will be beneath the Default Cost area (for items with variants, expand the first variant and your custom field(s) will be below the Default Cost area for each variant):

The user has already highlighted the option for Experienced Camper Safe in the custom drop-down field Certified Camp Friendly. Both of the fields in the example above are in the same Group.

As you enter data into your fields, in the lower right of the Group's section you'll see an Apply To link with some options. This will only appear if you have multiple Locations and/or if the item has Variants. You can use this function to apply the same changes across all Locations and/or all Variants, if it will be the same for each. By default, the system will apply your changes to all Locations, but if you click Apply To you will see your options:

For Drop-Downs like the first field, you are able to select any of the options you have entered. For data-entry fields like the Text field for Camp Friendly Star Rating, you can enter whatever text you want. It is recommended to always enter text the same way. For example, if on Product A I enter 'Gold' for the star rating, and on product B I enter 'gold', those two different versions of the word will BOTH display in the list on the left when viewing Categories on the website. So be sure to always enter your words exactly the same to avoid multiple versions of what should be one thing, as in the example below:

If you need to Merge products that have custom product field data, as long as the product you choose to keep is in the correct Department, the custom product field data will remain visible in the product.

 

Custom Product Fields in the Register

For any products to which you have added custom product field data, you will be able to see what you've entered for the item by clicking on its line-item to view its details, as pictured below. So first, add the item to the Register, then click on its Title and the Product Information panel will open:

This information does not display on the receipt, it is just for your reference.

 

Custom Product Fields on the Website

When you view a product on your website that has Custom Field data entered, you will see something like the examples below. The first example is for a standard product:

If you have the option for Advanced Option View set for your products with options and styles (you can activate this setting by going to the Admin Button with your username in the upper right and then Settings > Website Settings > Products), the custom fields will show up for each option, as pictured here: