In this article we will show you how to create Custom Fields for your Inventory, Work Oriders, Sales, PO & Receiving, and Employees modules.

Navigating to Custom Fields

1. Click on Items in the Inventory sub-menu:

2. Click the ”…” button in the upper right corner:

3. Click Custom Field Configuration:

Fill in the Custom Field Information

1. Name: Input a name for the field. This is how you will know the reason for the field when adding a new item, work order, sale, etc.

2. Type: Select, from the drop-down list, which type of field you are creating:

• Text
• Dropdown
• Checkbox
• E-Mail
• Website
• Phone Number
• Date

3. Show On Receipt: Check this box if you want this custom field to show on receipts

4. Hide Field Label: Check this box if you do not want the name of the custom field on receipts.

5. Once you have created the custom field, click Save.

Drop Down

If you select Dropdown, the type field will expand, and in the second part of the field, you will input each value you want to select from when using this drop-down list. When you input a value, click Add New Value to add that value to the drop-down list. Repeat as needed until all of the values you want included in the drop-down list are listed.

Updated on: 04/25/2025