In some places (e.g., large retail stores), customers shop across numerous departments, each containing various items. Naturally, each department has its own sales representative. Therefore, a single sales order can have a different sales representative on each line.
Creating Custom Fields in the Sales Order Details
Go to “Data”.
Open the "Custom Fields" page.
Click on "New Custom Field".
Choose the field type.
You can choose from four options:
Text field: For entering short text information such as names or addresses.
Select List: To select a single option from a predefined list.
Number field: A custom field that stores and validates numeric input.
Date picker: To enter a specific date, such as a delivery date or a service completion date.
Note: The type of the custom field cannot be changed after it is saved. And if you select the “Select List” field type, you can import the dropdown options from an Excel file by clicking on “”.
Click on "Next".
Enter the field name and its options.
Click on "Next".
Select "Lines" for the position instead of the default "Header".
Note: Only one custom field can be saved at the line level, and you can hide the field in the sales order by clicking on “☑” next to “Sales Order” to change it to “▢”.
Choose whether the field is mandatory from the "Required" box.
Click on "Save".
This custom field will appear in the columns with its name and sales order details.
Displaying the Custom Field in the Sales Order Details
Go to the “Sales” module.
Open the "Sales Order" page.
Click on "⁝".
Click on “›” next to Columns.
Enable the custom field you created.
Click on "Save".
Enter the custom field details as needed.
Click on "Save".
Note: Once a custom field detail is saved on a line in the sales order, it cannot be modified again to prevent manipulation of this data (e.g., falsely attributing sales to oneself). Only a new custom field for new lines can be selected.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.