How do I set up custom fields in inFlow On-Premise?

View the inFlow Cloud version of this article

These can be used to capture information that the system doesn’t natively track which you may wish to keep in your records for analysis or later reference. This is useful as custom fields can be used as a search filter or listed as a column in your reports.

inFlow can insert custom fields in many places, for example, having a product custom field gives you additional options to filter by such as “Manufacturer” or “Color”, and having a sales order custom field to enter more data per order, such as “Department” or VAT#, etc.

To set up custom fields:

  1. Go to Main Menu > Options > Settings.
  2. Choose the Custom Fields icon on the left.
  3. Select the correct tab (i.e. Sales = Customers, Sales Orders) according to where your custom fields should be.
  4. Enter your field names.
  5. Check the Print option if you’d like the custom field to show up on printed/exported records. If it’s an internal field only, uncheck it so that it only shows on the order screen but not on any printed documents
  6. Click Save & Close.

34579084_1

inFlow Inventory
Archon Systems
w,
+1.866.923.4974
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
Canada
May 17, 2018

Rate this article

Not enough ratings yet
1 star2 stars3 stars4 stars5 stars
Loading...
  • Did this article help? If not, please let us know so we can improve it.

  • This field is for validation purposes and should be left unchanged.