How to set up custom fields in inFlow Cloud

Custom fields are flexible fields to record information that inFlow doesn’t track. Any information you wish to keep in your records for analysis or later reference can be written in these fields. These fields are searchable and can be displayed as columns in your reports.

Windows

inFlow Cloud can insert custom fields in many places. For example, product custom fields give you options to filter your search by “Manufacturer” or “Color”. And having a sales order custom field to enter more data per order such as “Department” or VAT#, etc.

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.

Web

inFlow Cloud can insert custom fields in many places. For example, product custom fields give you options to filter your search by “Manufacturer” or “Color”. And having a sales order custom field to enter more data per order such as “Department” or VAT#, etc.

Setting up custom fields

1. Go to Go to Main Menu > Options > Global.
2. Click Custom fields.
3. Select the section you want to create a custom field within (i.e. Sales order, Purchase order, Product, Customer, Vendor).

4. Enter your field names. If you would like to add multiple custom fields, click on Add custom field and another line will appear.
5. Check the Print option if you’d like the custom field to show up on printed/exported documents. 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.

To remove or deactivate custom fields

1. Click on the X icon next to the custom field that you would like to deactivate.
2. Once you’re done, click Save.

To reactivate a previously removed custom field

1. Toggle the Show inactive button to view all deactivated custom fields.
2. Click the + icon next to the custom field to reactivate it.
3. Once you’re done, click Save.

If a custom field gets deactivated and then later reactivated, the old data will reappear in the field.

Custom fields can also be set up on the Product, Sales Order, Purchase Order, Customer, and Vendor details page.

Filtering by custom fields

On any listing view, once you’ve created the custom fields they will become an available filter you can use to narrow down your search. For the example below, the product custom field named “Style” is in the product list view.