Product fields (called "Product attributes" in the system name) are custom fields that you can attach to products via product templates. They allow you to register extra information on a product beyond the fixed master data — for example an integer, a date, a URL, free text or a value chosen from a list.
The fields are defined centrally in one place and are then attached to product templates. When a product template is used on a product, the product inherits the fields the template contains. You therefore do not attach product fields directly to a product — the attachment happens via the template.
From the hamburger menu in the top left corner of Sapera, open Financial.
In the left menu select Products and then Product fields.
You are now on the overview of all product fields in the system.
If you cannot see the menu item, you probably do not have permission for it. Contact support.
The overview shows all created product fields in a table with the following columns: System name, Display name, Type, Active, Required, Is print on sales order required, Is print on sale and invoice required, and Validation on sale.
Rows that represent a product field of the Catalog type are highlighted with a yellow background if the attached catalog is inactive or does not exist. This is a warning that the field references an invalid catalog and that you should update the setup.
Double-click a row in the list to open the field directly for editing.
Create new product field: Click the plus button in the top right corner. The action is always available.
Edit selected product field: Click the pencil button. The button is only active when a row is selected in the list. You can also double-click directly on the row.
Delete selected product field: Click the cross button. The action is only active when a row is selected. Sapera shows a confirmation dialog before the deletion. If the field is in use — either as field values on products or in a product template — this is clearly indicated in the dialog.
Deactivate selected product field: The button is shown and only active when the selected field is active. Used to turn the field off without deleting it.
Activate selected product field: The button is shown and only active when the selected field is deactivated. Used to reactivate a deactivated field.
When you create or edit a product field, an edit form opens. At the top of the form you find the general fields. Save changes with the Save and close button. Cancel with the Cancel button.
System name: The unique technical name of the field. Used internally and during integration. The system name is validated asynchronously as unique. Must not be changed after the field's values are in use.
Display name: The name that users see in Sapera on the product card and in lists.
Type: Determines what kind of data the field can contain. Options:
Integer — a whole number (e.g. 5).
String — free text.
Decimal — a number with decimals.
Date — a date value.
Memo — longer free text.
Url — a web address.
Actor — a reference to an actor/contact in the system.
Catalog — a reference to an entry in a catalog (lookup).
Integer (choice) — the user selects from a predefined list of integers.
String (choice) — the user selects from a predefined list of text values.
Decimal (choice) — the user selects from a predefined list of decimal numbers.
Boolean — a yes/no field.
Active: Indicates whether the field is active and available. Inactive fields are not shown on products.
Required: If checked, the field must be filled in before a product can be saved (depends on the field being included in the template).
Is print on sales order required: If checked, the field's value is included when the sales order is printed.
Is print on sale and invoice required: If checked, the field's value is included on the sales receipt and invoice.
Is available as input: If checked, the field can be edited directly in grid view (inline) without opening the product's edit screen.
Searchable: If checked, the field's content can be included in search. The field is only shown for the types String and String (choice).
Show as notification: If checked, the field's value is highlighted as a notification in relevant contexts.
Validation on sale: Determines whether the field is validated in the sales situation. The default choice is None. Options:
None — no validation is performed.
Warn if the field is empty on sale — the sales situation shows a warning if the field is not filled in.
Required on sale — the field must be filled in to complete a sale.
Stock count dimensions: Indicates whether the field is linked to a stock count dimension. The default choice is none. Options: none, Column or Row. Used for advanced setups where the field value is part of the stock count calculation.
Depending on the chosen type, additional preference fields are shown in the edit form.
Min value: The smallest allowed integer value for the field.
Max value: The largest allowed integer value for the field.
Default value: The preset integer value that is suggested on creation.
Min value: The smallest allowed decimal value for the field.
Max value: The largest allowed decimal value for the field.
Default value: The preset decimal value that is suggested on creation.
Minimum length: The smallest number of characters allowed in the field.
Maximum length: The largest number of characters allowed in the field.
Default value: The preset text value that is suggested on creation.
RegEx validation rule: A regular expression (regex) that the field's content is validated against. Used to enforce a specific format, e.g. a postal code or a product code.
Catalog: Select the catalog the field should fetch values from. Used for lookups in an existing catalog in the system.
Use color indicator in overviews: If checked, the field's yes/no value is shown with a color indicator in grid views.
For the types Integer (choice), String (choice) and Decimal (choice) the section Attribute values is shown in the edit form. Here you define the possible options the user can choose between. At least one option must be created before the field can be saved.
The section shows a list with the columns Display value and Active.
Add option: Click the plus button at the top right of the section to add a new option.
Edit option: Click the pencil button on the desired row to edit an existing option.
Activate or deactivate option: Check or uncheck the Active column on the relevant row to activate or deactivate a single option.
Move option up: Click the up-arrow button. The action is only active when there is a row above the selected one.
Move option down: Click the down-arrow button. The action is only active when there is a row below the selected one.
The order you set here is the order in which the options are presented to the user.
Product fields is a definition screen. The fields you create here are not used directly on products — they are attached to a product template. The template is then inherited by the products that use it, and the fields are shown on the product card and in product instance editing.
In addition, the product fields are part of these contexts:
Product templates — fields are attached to a template, from which they are automatically inherited by products that use the template.
Product card and product instance editing — the attribute fields that the template entails are shown here and can be filled in.
The sales module — if Validation on sale is set to "Warn if the field is empty on sale" or "Required on sale", Sapera validates the field's content in the sales situation.
Grid views — if Is available as input is turned on, the field's value can be edited directly in grid view without opening the product's edit screen.
If you have questions, you are welcome to contact support.
Want to know more?
Read more in these related articles:
Product templates
A product template is a configurable collection of product attributes that controls which dynamic fields are available on products and product categories. Templates can organize attributes into named groups and mark fields as visible in the webshop.
Setting up products
This quick guide walks through how Sapera's product design works with inheritance from categories, and how you customize individual product settings.
