One thing to note is that we have added Expanded Data Fields, which are the standard fields included for products, but you will need to choose certain fields to be visible in the Catalog and in Quote/RFQ products. Fields like this, for example, are length, width, and height. Many of you may already have these fields filled out but they are not visible until you go through the process of adding the Page Views and the desired fields. Also, we have added User Defined Fields, where you can create custom fields for your products depending on what you find to be necessary but are not included in our Expanded Data Fields. If your customers have custom fields or other expanded data fields they will be present for you without needing to change or update any settings. Also, please note that Admin permissions will be required to update the fields.
You can customize all of these fields by going to the 3-lined left menu button and clicking on "Page Views".
- Click "Create" on the top left
- Create a "View Name" and then click Submit.
- Once you have created the new View, you can then click the "Add Fields" button, and then scroll through or search for the Expanded Data Fields, or you can create a User Defined Field by typing in the name of the field and clicking the "Save" button to the right of the field.
- You will notice a toggle labeled "Private" which indicates whether this custom field will be visible to your customers or suppliers, or if it is an internal field meant for your team.
- Now that you have chosen or created your desired fields, click on the "Add" button on the bottom right.
- You can then arrange the fields to your liking by dragging the 3 lines on the left side of the fields.
- After you have arranged them to your liking, you can choose where you would like to have these fields present. Meaning, you can choose what departments or what part of the catalog these fields are for. This is in case you have some customers that require certain fields, or if one of your departments require certain fields and some don't.
- You are able to create multiple views and customize them to best fit your company's needs.