Add custom fields to inventory management documents such as stock receipts, stock adjustments, transfers, and write-offs. Use these fields to store extra information in documents.

Create custom fields

You can create custom fields in two ways:

• From the document form
• From the document section settings

Create a field from the document form

1. Go to Inventory management.
2. Open a document.
3. Click Create field.

For example, to create a Shipment receipt date field:

1. Select the Date and Time field type.
2. Enter the field name.
3. Save the changes.

Create a field from document settings

1. Go to Inventory management.
2. Open the document type where you want to add a field.
3. Click Custom fields settings.

For example, create a field for stock receipts to specify the warehouse section where goods are stored.

1. Click Create.
2. Select the List field type.

Custom field types

String

A text field.

List

A dropdown list that can store one or more values.

Date/Time

A field for entering a date and time. For example, the goods receipt time.

Address

A field for entering an address, such as a warehouse location or supplier address.

Link

A field for adding a website link, such as a supplier website.

File

A field for uploading files.

Money

A field for entering an amount and currency.

Yes/No

A field for selecting a yes or no value. For example, whether all goods arrived.

Number

A field for numeric values.

Configure field settings

Configure the remaining field settings after you select the field type.

Field ID

Used in documents, automation rules, and workflows.

Name

Displayed in the document form and in the field list.

Sort

Controls the field position in the list. Smaller numbers place the field closer to the top.

Multiple

Allows users to enter multiple values.

Required

Users cannot save the document if the field is empty.

Show in filter

Allows filtering documents by this field and displaying it in lists.

Searchable

Adds the field to document search indexing.

To make sure employees always fill in the field, enable the Required option.

Add list values

In the List Values tab, add the warehouse sections where goods are stored.

You can add as many values as needed. Click Add to create more entries.

Configure additional settings

Use the All Languages and More tabs to configure additional settings, such as:

• Field names in other languages
• Default field values
• Number of lines in the field

After you save the settings, the field appears in all stock receipt documents. Employees can then specify where goods are stored.

Edit or delete custom fields

1. Open the document section.
2. Go to Settings > Custom fields settings.

To edit a field, click its name.

You cannot change the following settings after you create a field:

• Field type
• Field ID

To delete a field, click the button in the lower-right corner.