Custom fields allow you to tailor the platform to your business needs by adding fields in sections such as inventory, customers, and sales summaries. For example, you can add options like Takeaway - Dine-in on invoices, a field for Row Number in inventory, or Eye Prescription details in customer data.
Steps to Add a New Custom Field
To add a custom field, follow these steps:
Navigate to:
Settings > Custom Fields > New Custom Field.
Select a Module:
Customers: Field will appear in Sales & Customers > Customers.
Inventory: Field will appear in product details in the inventory.
Sales Summary: Field will appear at the top of the sales invoice.
ℹ️ Once created, the section cannot be changed. To move a field to another section, delete and recreate it.
Enter Field Name:
Example: Lens Size.
Choose Data Type:
Text: For text and numbers.
Multi-Select “Dropdown”: Allows multiple selections.
Single-Select “Dropdown”: Allows one selection.
Number: For numeric entries only.
Date and Time: For date and time entries.
Switch: Enables or disables a setting.
Add Dropdown Options (if applicable):
For dropdown lists, click Add Option. You can add up to 30 options.
Set Field Properties:
This field is required: Check this if the field must be completed.
This field is printable on the invoice: Check this to include the field in printed invoices.
Save the Field:
After completing the data, click Create Custom Field.
The custom field will appear in the selected section and is ready for use.
Previewing the Field
You can preview the field before saving it. Changes will reflect immediately in the preview box on the left side of the page.
Editing a Custom Field
To edit a field (except its section):
Go to Settings > Custom Fields.
Click the 🖋 icon next to the field.
Make changes and click Update Custom Field.
Deleting a Custom Field
To delete a custom field:
Go to Settings > Custom Fields.
Click the 🗑️ icon next to the field.
Confirm the deletion.
ℹ️ Deleting a field removes all associated data without affecting other platform data. For example, deleting Lens Size removes all associated data in customer records but doesn't affect other records.
FAQs
Will custom fields appear when exporting inventory or customer data to Excel?
Yes, custom fields will be included in exported files.Where will the custom field appear on printed invoices?
Sales Summary or Customer Section: At the top of the invoice.
Inventory Section: Under the product name in the invoice.
How can I add Takeaway - Dine-in options on invoices?
Section: Sales Summary
Field Name: Order Type
Data Type: Single-Select Dropdown
Options: Takeaway, Dine-in
Click Create Custom Field.
For more details, click here.
How can I add a table number on invoices?
Section: Sales Summary
Field Name: Table Number
Data Type: Multi-Select Dropdown
Options: Table numbers
Click Create Custom Field.
For more details, click here.
Can I use custom fields for booking customer appointments?
Section: Customers
Field Name: Appointment Date
Data Type: Date and Time
Click Create Custom Field.
For more details, click here.
Is there a limit to the number of custom fields?
Yes, each subscription plan has a limit on custom fields. Check your available quota via: Settings > Custom Fields.