Modify/delete product preset

1 min read.

You can modify or delete product presets after they are created. To learn how to create a product preset, refer to the Create a Product guide.

1) Tap on the “Presets” tab, then tap “Products”.

2) Use the search bar to find a product preset by name, or tap the filter button in the toolbar to narrow the list by Metal (Gold, Silver, Platinum, Palladium, or Copper) and Form Factor (Coin, Bar, Round, or Jewelry).

3) Tap on a custom product preset.

Products screen

4) Tap on “Edit” button on the top right for modifying a product, or the “Delete Product” button at the bottom of the page for deletion.

You can also delete products from the “Products” list by swiping left or long-pressing a product preset.

Edit or delete product buttons screen

5) In case of modification, the input screen for updating an existing product consists of:

  • Name
  • Mint
  • Purity (aka fineness): represents the karat as a ratio. For Gold or Silver jewelry, shown as a picker (e.g. 24K, Sterling).
  • Wear: percentage of loss due to circulation. It’s commonly used for junk silver.
  • Metal Content: weight excluding alloy in troy ounces or grams.
  • Finish (Optional): Bullion, Brilliant Uncirculated, Proof, or Colorized. Not shown for Jewelry.
  • Face Value (Optional)
  • Face Value Currency (Optional)

If the product is assigned to items, a confirmation is required before saving. The change will be applied to all items using this preset.

A product preset cannot be deleted if it is assigned to items.

Edit product screen

6) Update the desired fields and save.