Where are the custom fields?Custom fields are available to enter information to in the following areas:| Customers | Customer records | Click Customers, select the required record, click New/edit and click Defaults. |
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| Quotations | Click Quotations, select the required quotation, click Edit and click Order. | | Invoices and credits | Click Invoices and credits, select the required invoice or credit, click Edit and click Order. | | Sales orders | Click Sales orders, select the required order, click Edit and click Order. | | Suppliers | Supplier records | Click Suppliers, select the required record, New/edit, click Defaults. |
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| Purchase orders | Click Purchase orders, select the required invoice or credit, click Edit and click Order. | | Products and services | Product records | Click Products and services, select the required record, click New/edit and click Web. |
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| Projects | Project records | Click Projects, select the required record, click New/edit, and click Analysis. |
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Rename your custom fields labelsProducts and services- Click Settings.
- Click Configuration.
- Click Products.
Under Product Custom Fields, enter the required custom field names.
By default these labels say Category A, Category B and Category C, but you can amend these labels to say something else.
Projects- Click Settings.
- Click Configuration.
- Click Project Costing.
Under Project Custom Fields, enter the required custom field names.
By default these labels say Analysis 1, Analysis 2 and Analysis 3, but you can amend these labels to say something else.
Next stepsOnce you set up your custom fields, you can add them to your reports and layouts. For example you might want to show your sales agent on an invoice layout.
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