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Setting up post purchase field groups

Post purchase fields can be organized into collapsible groups, helping to improve navigation and streamline the checkout experience in the POSify POS app.

Creating a post purchase field group​

Head to the Field groups page in the POSify Shopify Admin app, and select the Post purchase groups filter at the top of the table.

The table will list all of your post purchase groups, as well as the Default group - a group that contains all of custom post purchase fields that are not assigned to a specific group.

To create a new post purchase field group, click the Create group button, then Post purchase group: Add a group

Group details​

  • Title: The title of the group
  • Description: The group description or instructions - visible in the POS app to help staff

Group fields​

The custom fields that are assigned to this group.

Reordering fields

Fields can be reordered by clicking and dragging the drag handle on the left of the table row.

Group settings​

Each customization group has the following settings options:

  • Status: Whether the group should be displayed in the POS app
  • Key/Prefix: A prefix added to each field title in this group - e.g. if you had a field called Appointment Time in this group, and set the key as Repair, the field would become Repair - Appointment Time
  • Collapsed: Whether this group should be collapsed by default in the POSify POS app
  • Available Locations: Which locations this field should be available at (only application for stores with multiple POS locations) - this will override a specific field's Available Locations setting

Group rules​

Groups can be dynamically shown or hidden based on the values of fields in other groups - see the Creating field/group rules guide for more information.

Example groups in Shopify Admin & POS​

Customer Attribution example​

Below is an example of a post purchase field group created in POSify.

  • Title: Customer Attribution
  • Description: Capture customer details
  • Group Fields: Two fields: Did you enjoy your visit? (True/False) and Any remarks? (Textbox)
  • Collapsed: False
  • Available Locations: UK Store & US Store

Create a post purchase group

This is how the group is displayed in the POSify POS app: POS shipping group