Swatches

Manage your Swatch book. 

Swatch Groups

Swatches are used to add Customisation to individual Products. These will display to the customer on the website and in the POS, as well as when adding Purchase Orders and managing Sales Orders in the CMS. 

This screen will display your Swatch Groups, as well as highlighting how many products are linked to those Swatch Groups. 

Key to icons

Edit = edit swatch group

Delete = delete swatch group

= view/add swatches within group

= assign swatches to Products

Setup

You must setup a Swatch Group before you can create Swatches.

Field Purpose
Swatch Group name This is used as a label for the Swatch Group
Associated Brand This field is required when using the Assignment Screen
Request a Swatch Enable this Swatch Group for the Request a Swatch feature


Swatches

Swatches are used to add Customisation to individual Products. These will display to the customer on the website and in the POS, as well as when adding Purchase Orders and managing Sales Orders in the CMS. 

These screens are how to manage individual Swatches and their assignment to Products. 

Key to icons

Edit = edit swatch

Delete = delete swatch

Assignment and Deletion

Assigning Swatches

Swatches may be assigned through the swatch assignment tool. This is accessed through the 'assign swatch' icon:  

Swatches may also be assigned in bulk via CSV import, or via the Customisation tab on the edit product screen

To assign swatches, you will need to select products, filter to variants, and confirm the option that is to be created. Each Swatch Group is already linked to a Brand; this will pre-filter the products, which can be further filtered by Collection. 

It is also recommended to filter by keyword to highlight particular Variants, e.g. you are applying the 'Grade A' fabrics, so filter to the 'Grade A' variants. 

Then use the tick boxes to apply the swatches. Please be aware that these changes are instant, and no manual save is required.

When Swatches are assigned to products, they will create Customisations

Removing Swatches (without deletion)

If you untick swatches against Variants within the swatch assignment tool, then that swatch (and corresponding option) will be removed as a customisation. 

Deleting Swatches

When a Swatch is deleted, the user will be asked if it should be removed from all associated products.

If it is , it will be automatically removed from all linked products, along with the related Customisation. Variants will be unaffected. 

If it is not removed, the Swatch will be deleted, but the related Customisation or Option Value will remain. 

image.png

FAQs

Can I apply Swatches to Standard products, or do they need to be marked as 'Made to Order' first?

You don't need to change the product type; applying swatches to 'standard' products will convert them to 'made to order' products.

Why aren't my products showing up in the list?

Please ensure that the Product and the Swatch Group have been assigned to the same Brand.