Creating Custom Fields : How to create inventory items with multiple, reportable Custom Fields?
Creating Custom Fields
Steps :
1. Navigate to Quick Menu → Settings → General Settings.
2. Under the Custom Fields section click on the Custom Field link.
3. Expand Product folder by clicking the + icon next to it and select Common (for all item types).
- If you want a field to be available for only Product type items then select Inventory.
- If you want a field to populate for only Service type items then select Service.
4. Click Add → New.
5. Type the desired custom field name, select its value type and click Save and Close.
- In this example, we chose Custom Value type which creates a drop-down list of values.
- Field can be made mandatory by checking the Make this field required box.
6. Go to Inventory → Items and create a new item to observe the new field that is displayed on the Custom
Fields tab on the item card.
Creating a Custom Field
Tracking Custom Fields Created on Items
Steps :
1. Navigate to Reports → Quantity on Hand by location.
2. Click Settings → Rows → Add and click Items on the pop-up window and select the custom field.
- You can add more custom fields by clicking the "..." button under Rows tab / first selected custom field.
3. If needed you can add more details in hierarchical order on under rows tab and run the report.