Custom Fields Locations Index

Created by Ezra Weinstein, Modified on Tue, 10 Jan 2023 at 01:01 PM by Hannah Harris

Inventory Custom Fields

After creating a custom field for either Items or Item Kits, there are 2 possible places where this custom field will show.

  • Bottom of the Item/Item Kit Info Tab on the New/Edit Item/Item Kit Screen: Here is where you will input the value for this field. This is the only place where you can change the value.

  • Receipts: If you checked the Show On Receipt checkbox when creating the custom field, you will see on the receipt the value that you input into the custom field (you are not able to change the value here).

  • Work Orders Custom Fields

    After creating a custom field for Work Orders, there are 2 possible places where this custom field will show.

    • Bottom of the Edit Work Order Screen in the Additional Information Section: Here is where you will input the value for this field. This is the only place where you can change the value.
    • Receipts: If you checked the Show On Receipt checkbox when creating the custom field, you will see on the receipt the value that you input into the custom field, but only after adding the work order and before completing the work order (you are not able to change the value here). You can view this receipt by clicking on the work order's Sale ID in the Work Orders list.
    • Sales Custom Fields

      After creating a custom field for Sales, there are 2 possible places where this custom field will show.

      • Bottom of the Sales Interface: After selecting an item in the Sales interface, the custom field will show up below the Comments field. Here is where you will input the value for this field. This is the only place where you can change the value.
        • Receipts: If you checked the Show On Receipt checkbox when creating the custom field, you will see on the receipt the value that you input into the custom field (you are not able to change the value here).
        • PO & Receiving Custom Fields

          After creating a custom field for PO & Receiving, there are 2 possible places where this custom field will show.

          • On Receivings Interface Above Sub Total and Below Shipping and Handling Fees: Here is where you will input the value for this field. This is the only place where you can change the value.
          • Receipts: If you checked the Show On Receipt checkbox when creating the custom field, you will see on the receipt the value that you input into the custom field (you are not able to change the value here).
          • Bound Book Custom Fields


            After creating a custom field for Bound Book, there are 2 possible places where this custom field will show.

             

            Bottom of the New Record/Update Boundbook Screen: Here is where you will input the value for this field. This is the only place where you can change the value. Depending on your selection in the On Which Tab To Place The Custom Field drop-down list when creating the custom field, the custom field will show in a different place.
             
            If you selected Item, it will show on the bottom of the Item Information tab:
            If you selected Acquisition or Disposition, it will show on the bottom of the Acquisition/Disposition Information tabs above Files:

            Bound Book Report Under the Bound Book Entry: If you checked the Show On Bound Book Report checkbox when creating the custom field, and the Include Custom Field Data checkbox on the Bound Book Report Options screen, you will see on the report the value that you input into the custom field (you are not able to change the value here).

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