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Custom Fields

Last Updated
June 23rd, 2008

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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.

 

Setting Up Custom Fields

 
To set up Custom Fields:

  1. From the Settings menu, select Company Settings.
  2. From the Company Settings dialog that will pop up, click the Customization 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 click the Show button next to it.

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

Visitor Comments
  1. Comment #1 (Posted by Gary Hillier )
    How can I create a custom field called "Handling Charge" and place it in the shipping area of the invoice?
  2. Comment #2 (Posted by Louis )
    You will need to create a new custom field for Sales Order. Or, you can use the "Freight" field already in the Sales Order (near the Order Total) to include the handling charge. Hope this helps.
  3. Comment #3 (Posted by David )
    Can custom feidls be shown or filtered anywhere else? Like in reports, or in list views. I am thinking specifically about inventory where I would liketo have afield describing the project with which an item is associated.I didn;t see any options in the inventory report selections nor in the "current stock" view.
  4. Comment #4 (Posted by Amy )
    Hi David, currently the reports don't support the custom fields, however you can filter the items in the Products list view. Once you have added the custom field and checked the 'show' check box, you should be able to do an advanced search on the custom field from the Products view.
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