Introduction
You can add custom-designed fields in the Customer, Supplier, and Item Master Records used throughout the entire system.
See:
How do I Maintain Customer Master Records?
How do I Maintain Supplier (Vendor) Master Records?
DeleteNew Custom Field
- Go to Sales > Customers.
- Open the relevant Customer Account by clicking the Code. Go to the Custom Fields tab. In this example, we are going to add a Field called Billing Frequency to all our Customer Records. We will then add a second field called Customer Grading.
- Click New Custom Field and fill in the required details.
- Field Name: Add the relevant title.
- Data Type: This can be either Text, Number or Date depending on what you want the system to validate.
- Is a Fixed List? Tick this if you want a dropdown with fixed values. If you do not tick this box, then, the data can be any text, number, or date, depending on the Data Type chosen.
- Click Add, followed by Save. You can add more Custom fields now or later.
Manage Custom Fields
- Go to Sales > Customers.
- Open the relevant Customer Account by clicking the Code.
- Using Manage Custom Fields, you can add or remove values in the dropdown. Enter the appropriate values and click Save.
- You can now also add these new fields to any of the grid. In the relevant grid, click Add/Remove Columns. Drag the field you want from the left-hand column and place it in the relevant position in the right-hand column. Thereafter, it becomes available for filtering, sorting, and reporting in that grid.