User-Defined Fields at Account Level

Open this section of the Accounts > Inventory page to enable user-defined fields for items. Use these optional fields to add tag data to items on several platform pages. (see below)

Enabling the fields

Follow these steps to enable custom fields and add labels.

1. Go to Home > Business Partners > Accounts.

2. Open an account and click Inventory on the side menu.

3. Check the box to enable Track Advanced Inventory Details. (required)

4. Enter a label for each required column (maximum of ten columns).

5. Click Save Partner.

Adding values

These user-defined fields appear on several platform locations:

Inventory Detail table

• Home > Warehouse > Item Inventory > Item > Advance Details page

• Home > Warehouse > Storage By Location > Item > Advance Details page

View Tag Data

For Receiving and Shipping orders.

• Home > Orders > Receiving Orders > Line Entries > View Tag Data icon

• Home > Orders > Shipping Orders > Line Entries > View Tag Data icon

Edit Receiving Order

• Home > Orders > Receiving Orders > Line Entries > Advanced tab