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Column Presets ​

Once you have configured a set of columns that works for your workflow, you can save it as a Column Preset so you can switch back to it at any time. Palmetrics also includes a set of default presets to help you get started.

Column Presets are shared across your entire team. When any team member creates or updates a preset, it becomes available to everyone in the organisation.

Saving a Column Preset ​

  1. Arrange your columns the way you want them (add, remove, and reorder using the Visible Columns panel)
  2. Click the Column Preset dropdown near the top-right of the table
  3. Select Manage Presets at the bottom of the list
  4. Click Add New Preset
  5. Give your preset a descriptive name (e.g. "Buybox Overview", "Stock Check", "Margin Analysis")
  6. Click Save

Switching Between Column Presets ​

Click the Column Preset dropdown and select any preset from the list. The table will immediately update to reflect the selected preset's column configuration.

Editing or Deleting a Column Preset ​

  1. Click the Column Preset dropdown
  2. Select Manage Presets
  3. Click Edit next to the preset you want to change or delete

INFO

Only custom presets created by your team can be edited or deleted. The default presets provided by Palmetrics cannot be modified.

TIP

Any team member can create, edit, or delete custom presets. Use clear, descriptive names so others understand what each preset is for.