Lesson 9: Creating Custom Fields to Enhance Usability

Tyler MacDonald Updated by Tyler MacDonald

Objective

Add custom fields to improve product clarity and user experience without affecting pricing.

Outcome

The product is now more user-friendly, with custom fields that help convey additional information, making it easier for customers to understand and select the right options.

Note: In this lesson, we enhance the product by adding custom fields.

Step 1: Copy the Previous Lesson's Product and Rename

As with previous lessons, each subsequent lesson will be a copy of the last. Follow these steps:

  1. Copy the Product
    • From Lesson 8: Adding an Additional Dropdown Menu, click on the blue action button and select Copy Product.
    • This will generate a copy of the product, which will be in Draft Mode.
  2. Update Basic Settings
    • Click on Basic Settings and update the following fields:
      • Product Name: Lesson 9: Creating Custom Fields to Enhance Usability
      • Product Description: The product is more user-friendly, with custom fields that help convey additional information, making it easier for customers to understand and select the right options.

Step 2: Adding Custom Fields

  1. From the Custom Fields Tab, Scroll down and lets "+Create New Custom Field"
    • Fill in the Details
      • Name: Notes
      • Field Type: Text Area
      • Field Group: Instructions
      • Save Custom Field
  2. Add a Custom Field for Dropdown MenusClick +Create New Custom Field and fill in the following details:
    • Name: Bleed
    • Field Type: Dropdown
    • Field Group: Finishing Instructions
    • Default Value: Top, Bottom, Left, Right, All Around
    • Can Select Multiple Options: True
    Save the custom field.
  3. Duplicate the Bleed Custom Field
    • Copy the Bleed custom field twice.
    • Rename the first copy to Hem.
    • Rename the second copy to Pocket.
    Your custom field setup should now look like this.
  4. When you go to Check Pricing this is how your Product should look

Custom field are great for adding in information that no pricing related

Step 3: Configuring and Publishing the Product

From the screen your on lets convert to a Publish Product

Draft Mode

All newly created products, or copies of products, are initially set to Draft Mode. This feature allows you to work on a product without introducing it into the main system.

Publishing the Product

To publish your product:

  1. Select the blue action button in the top right corner.
  2. Choose Publish Product from the dropdown menu.

Once published, the draft tag will disappear, indicating that the product is now active and ready to be used in transactions.

Step 4: Adding the Product to a Transaction

Using the quote started in the previous lesson, let's add this new product as a line item:

  1. Enter a Width and Height of 120".
  2. Select a Material from your dropdown.
  3. Select a Lamination from your dropdown.
  4. Click and unclick the Double-Sided checkbox.
  5. Fill in your Custom fields
  6. Click Save.

Conclusion

Congratulations! You've successfully added custom fields to your product, enhancing its usability and providing more detailed information for customers. In the next lesson, we’ll explore further customization options to give even more flexibility and user control over your products.

How did we do?

Lesson 8: Adding an Additional Dropdown Menu

Lesson 10: Implementing a Rush Charge Option

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