This article will help you to understand the main functions of Custom Fields for Products.

Reminder:

    Custom Fields for Products are assigned to the products. Usually, this is the list of Charts of Accounts/Cost Centers or other custom fields.


Types of Custom Fields for Products:


 1. Select

If you set this type, you will be able to create and save Chart of Accounts/Cost Center options, and while adding products to the document, you will select a necessary option from the list of options you created. You can add codes and sub-levels to your options, as well as edit or delete ones.  


Here how Custom Field for Products with "Select" type looks like:



Adding a product with "Select" type of Custom Field for Product will look like that:


2. Text

If you set this type, you will need to type a custom text each time while adding a product. With this type, you are not able to create a preset list with options.


How it looks like:


3. Date

If you set this type, you will insert a specific date each time adding a product.

It looks like that:



Configurations of Custom Fields for Documents:

  • Enable - means it is currently used by the company;
  • Required to select in products - means it will be a necessary row in your product lines;
  • Show code on document pages in products - if this switch is on, codes will be shown in your documents in products;
  • Print in Excel & PDF documents - means it will be shown in the downloaded from Precoro document.


You can also set up where your Custom Fields for Products will be available to select in:

  • Available in the Purchase Orders / Purchase Requisitions / Receipts / Invoices and any other document - means that you will be able to select or type value for this Custom Field for Products in that documents in product lines.
  • Available in the Budgets - means that you can set up your budgets depended on this Custom Field for Products.



Other functions of Custom Fields for Documents:


  • You can easily disable options in your Custom Fields for Products if they are not needed anymore. As well as make them active again if necessary.
  • To save any changes in the option, you need to press the 'Save' button


You can read how to create and set up your Chart of Accounts/Cost Center here.