Sales/Purchasing Custom Fields

The Custom Fields window enables you to define up to 5 custom field that you want to use on your sales/purchasing transactions. Each custom field that you define here will be displayed in the sales/purchasing transaction entry window for you to enter your custom information against a transaction. The information you enter can then be included your document layouts eg invoices, quotations, order acknowledgements, purchase orders etc (see Document Designer), can be searched upon in the main Search window and also displayed and edited whenever the transaction is displayed.

Any of the custom fields that you assign a label to in this window will be displayed and made available when entering any sales/purchasing transaction. If you leave a custom field's label blank in this window it will not be shown at transaction entry.

When you have assigned a label to each of the custom fields that you want to use click OK. You will need to also click one of the Save buttons in the Company Preferences window for the changes to then be saved.

When you next enter an invoice your custom fields will be shown on the top right of the sales transaction entry window. If you have entered labels for more than 1 or 2 custom fields the software will present a scrollbar for you to scroll down to see and enter info into the custom fields.

To add your custom field information on to your invoice or other documents you can use the Document Designer. On the right-hand side of the Page Designer, in the list of available fields that you can add to the document, you will see the custom fields displayed as Invoice Custom Field1, 2 .. 5. You can then drag them onto your document as required.

The same process applies to custom fields on purchase transactions such as Purchase Orders.