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Each business is unique, and keeps track of slightly different data. To allow for this, inFlow Inventory allows you to define your own custom fields in your Products, Sales Orders, Customers, Purchase Orders, and Vendors.

Some examples:

• A clothing manufacturer might want to keep track of the type of material for their products.
• You may want to keep track of the country of origin for your products.
• You may want to keep track of some extra information for your customers, like a credit check status, whether they should receive your newsletters, etc.

The custom fields that have been set up will then be visible in the main screen for the entity.

You can set up to 3 custom fields for Sales Orders and Purchase Orders, and up to 10 for Products, Customers, and Vendors.

Check the Print checkboxes if you want these custom fields in Sales Order, Purchase Order and Work Orders to show up in the printed documents.  You will also find that custom fields can be added as columns to your reports for further analysis.

Automatically populating a custom field at the order stage (Sales or Purchase) is possible by creating a custom field with the same field name in the corresponding record.  For instance, if there were information in the Customer Record that needed to be included on the sales orders, simply setting up a matching field in orders would allow the program to supply the value from the customer record whenever that customer was chosen.  The same is true of the Vendor record and Purchase Orders.

Setting Up Custom Fields

To set up Custom Fields:

1. From the Settings menu, select General Settings.
2. From the Company Settings dialog that will pop up, click the Custom Fields button.
3. Select the tab of the entity you wish to create custom fields for.
4. Enter the custom field name to be displayed and check the box next to it under Show.
5. For Work Orders, Sales Orders, and Purchase Orders, also check the box next to it under Print if you want this custom field to be shown on your printed documents.

Your custom fields will then be visible to all users of inFlow in your company when they view the corresponding entity.