Setting up Custom Views to Edit or Create Products

In this guide, we will walk through the steps to set up custom views for products during the Merchandise Receive process. Custom views allow you to streamline the product creation process by showing only the fields that are relevant to your business, making it easier to create or edit products quickly

You may refer to this video for a step-by-step guide on how to Set Up your Custom Views to Edit or Create Products: https://www.youtube.com/watch?v=ir_EI3gSjKI

Why Use Custom Views?

Custom views in Flawless POS allow you to focus on the specific product details that are most relevant to your workflow. By reducing the clutter of unnecessary fields, you can make product creation faster and more efficient, particularly during the Merchandise Receive process.

Step 1: Accessing the Merchandise Receive Module

To begin creating or editing products with custom views, first navigate to the Merchandise Receive module by following these steps:

1. Open the Left Navigation Menu by clicking the three-line icon at the top left of your screen.

2. Click the Vendor menu option.
   
    

3. Select the Receive tab from the Vendor module.
   
   

4. Click the Receive Merchandise button to open the Merchandise Receive Details section.
   
   

At this stage, you can leave the settings at their default values and select Simple Merchandise Receive for the purpose of this article

Step 2: Selecting or Adding Products

Once you are in the Merchandise Receive Details section, you have a few options for adding products:

• Scan the items using a barcode scanner.
  
  

• Manually select items from the list.
  
  

• Upload items via an Excel or CSV file by pressing the Select From Excel or CSV button.
  
   

If you need to create a new item during the Merchandise Receive process, you can do so using the Create New button in the Select Products section.

Step 3: Creating a New Product

To create a new product without navigating to a different tab, follow these steps:

1. Click the Create New button.
   
   

2. You will see a list of options, including a Bulk Create option (which will be covered in a separate guide). Below that, you will find the Create View Templates section.

3. The default option is the Default Product view. Select this option to view the default fields.
   
   
    

Step 4: Customizing Product Fields

The default product view contains several fields that may not be necessary for your business. To streamline the product creation process, you can customize the fields shown when creating a new product.

1. Scroll to the bottom left of the screen and click the Custom Views button.
   
   

2. The Pick Custom View menu will appear, displaying all saved custom views.
   
   

3. To create your own custom view, press the Add View button.
   
   
   

4. In the View Title field, enter a name for your custom view (e.g., "Jewelry Products" or "Clothing Items").
   
   

By default, some fields like SKU, Title, and Vendor are mandatory and cannot be removed. However, you can add additional fields relevant to your business needs.

Step 5: Adding Fields to Your Custom View

Let's say, for example, you want to add a Description field and a Metal Type field for products like jewelry. Here’s how:

1. Click the Add button in the Pick Fields menu.
   
   

2. Search for the fields you want (e.g., "Description" and "Metal Type").

3. Check the boxes next to those fields and press OK to add them to your custom view.

Once added, these fields will appear in your custom view whenever you create or edit products using this view. 

Step 6: Saving and Using Your Custom View

After finalizing the fields in your custom view:

1. Click OK to confirm your selection and save the custom view.
   
    

2. From now on, you will be able to select this custom view whenever you press the Create New button during the Select Products section.
   
    

Troubleshooting

If you encounter any issues while Setting up a Custom View to Edit or Create Products, please reach out to  Flawless POS customer support for technical assistance.