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 swatch group
= 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 swatch
= 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.
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.