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How do I set up custom fields?

Custom fields 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 Cloud 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.

Windows

inFlow Cloud for Windows

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.
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Web

inFlow Cloud for Web

To set up custom fields:

  1. Go to Main Menu > Options > Company settings;
  2. Select Edit custom fields button;
  1. Select the section you want to create a custom field within (i.e. Sales order, Purchase order, Product, Customer, Vendor);
  2. Enter your field names. If you would like to add multiple custom fields, click on Add custom field and another line will appear.
  3. 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. Please note, not every custom field can be printed at this time;
  1. If you would like to deactivate a custom field, click on the x icon next to the custom field that you would like to deactivate. You may also see all inactive fields, by toggling on the Show inactive button.
  2. Once you’re done, click Save.

Custom fields can also be set up on the Product, Sales Order, Purchase Order, Customer, and Vendor details page. It’s important to note, if a custom field gets deactivated and then later reactivated, the old data will reappear in the field.

On the product list, you can add custom fields to your searchable filters. The fields will be named after the custom fields that you made. For the example below the custom field that’s being added is “Style“.

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