Creating custom fields in

The system allows you to create your own custom fields. In this article, you will learn where to create them and how you can use them in the warehouse’s module.

1. On your home screen, click System Settings in the bottom right corner.

Homepage of - icon of main settings

2. Select Warehouses in the navigation bar on the left side and then click on Custom Fields.

Main settings - Warehouses settings - Custom fields

3. Click Create custom field group.

Custom fields - Create custom field group

4. Name your new group and then click on save.

Create custom field group - fill the name and save

5. When the group is created, click on the arrow next to its name, then click on Create a new custom field button.

Custom field - Open specifications - Create new custom field

6. Name the custom field and select the value to be displayed (text, number, date and time, email, selection, etc.). Then click on save.

Create custom filed - fill name and type

You have now created your new custom field.

Practical use of custom fields (in the stock items module)

💡 NOTE – to import stock items you need to have existing stock cards. The name of the card must match the table (step 4).

1. Open the Warehouses module and click on the three dots icon (= action) in the top middle. Then click on Edit.

Warehouse module - Stock items - Edit space

2. The options for adding Custom Fields will open. Click on add into stock items.

Setting of space - The options for adding Custom Fields is open

3. Connect your own group that you have just created and select where this field will appear.

Connect custom field group - Choose group and position

4. Create a spreadsheet (e.g. Excel, Google Sheets,…) and create 8 fields – exactly in this order: stock card, part number, stock item, serial number, external identification, amount, tax, and price. These fields are mandatory. Your custom fields must be entered AFTER these mandatory fields. Their order is arbitrary.

Google Sheets - Spreadsheet with 8 fields

5. Then you need to save the document in .csv format.

Google Sheets - Download the spreadsheet in .csv

6. In the Stock receipts module, click Create new stock receipt. Fill in the necessary information and upload your .csv file.

Stock receipts module - Add stock receipt - Import items from csv

7. Once created, you can see the new records in the stock items module.

Stock items module - imported items from spreadsheet

8. After clicking on each records, click on the detailed information. Here you will see your own field.

Stock items - Detail information

If you encounter any problems during creation, please do not hesitate to contact us.