Sales Order and Inventory Custom Fields

Created by Katie Tomechko, Modified on Wed, 26 Mar at 9:44 AM by Katie Tomechko

Custom Fields are a great way to manage different parts of your business. 

1. Navigate to the settings page from the left panel.

2. Scroll down to custom fields on the general settings tab and there will be an option under Sales Orders and Inventory where the fields can be added. Expand the custom fields section in the appropriate area and click Add Custom Field. 

3. If you choose "Select" as the type you can add as many options the user can choose from. If you choose "text" the option button will disappear. 

4. If you need to add multiple custom field click Add Custom Field again and a new group of editable fields will populate. 

5. After the custom fields are created navigate to the sales or inventory page, where ever the custom field was added you can now see it as a column that can be added to your table view. It will appear as the right most column on the table once it is toggled on. Once toggled on it can be used as a filter.



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