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How can I save my fields to order tags or metafields?

In POSify, it's possible to save cart & post purchase field values to order properties/details, tags, or metafields. Values saved as tags/metafields will be available in Shopify Reports.

Order properties/details​

Follow the instructions below to save cart or post purchase field values as order properties/details:

Shopify Reports

Values saved as order properties/details will not be available in Shopify Reports.

Creating the field​

On a cart or post purchase field, set the Save To Order As setting to Additional Detail: Additional detail

The field value entered in the POSify POS app will then be saved to the order as an additional detail: Additional detail admin

Order tags​

Follow the instructions below to save cart or post purchase field values as order tags, and to view them in Shopify Reports:

Creating the field​

On the field, set the Save To Order As setting to Tag: Tag

The field value entered in the POSify POS app will then be saved to the order as a tag: Tag admin

Shopify Reports​

In Shopify Reports, the following example report can be run:

FROM sales
  SHOW orders
  GROUP BY order_tag WITH TOTALS

Tag report

Caveats​

  • The entire tag length cannot exceed 40 characters. E.g. How did you hear about us?: Google would be 34 characters
  • In the Shopify report, you cannot currently filter out order tags that aren't applicable - the report will return all order tags

Order metafields​

Follow the instructions below to save cart or post purchase field values as order metafields, and to view them in Shopify Reports:

Creating the metafield definition​

Before setting up your field in POSify, create an order metafield definition in Shopify:

  • Name: The same/similar title of your POSify field
  • Type: Single line text (list or singular) or Multi-line text
  • Description: Used by POSify - do not delete or change namespace/key
  • Filter on the order list and in Admin API: True
  • Filter or group data in Analytics: True

Metafield definition

Creating the field​

On the field, set the Save To Order As setting to Metafield, and then select the correct metafield definition in the Metafield Definition dropdown list:

Metafield

The field value entered in the POSify POS app will then be saved to the specified order metafield: Metafield admin

Shopify Reports​

In Shopify Reports, the following example report can be run:

FROM sales
  SHOW orders
  GROUP BY order.metafields.custom.how_did_you_hear_about_us WITH TOTALS

Metafield report

Caveats​

  • When running the Shopify report, it's not possible to split up multiple values that a stored in a single metafield. E.g. if the saved values are ‘Google’ and ‘Friend’, Shopify will see this as a single value, instead of 2 separate values for ‘Google’ and ‘Friend’