CUSTOM FIELDS SETUP
When in need of extra fields to fill in data, simply add more custom fields. They are useful when making integration with any ERP system and where specific data has to be provided during data transfers.
Your company admin can set up and edit the needed custom fields either on a style or item level.
NOTE: If there are no custom fields defined, they can't be used and Users will not see anything on Style or Item level.
An overview of your custom fields for both styles and items will be available in the Admin section, under the option 'Custom Fields'.
You need Custom Fields per Color - no problem. We have an add-on Module for this feature - you can read all about it here
You need Custom Fields per Size - we can handle that too - you can read all about it here
CREATING A CUSTOM FIELD
1) Click the 'Add Custom Field' button and a pop-up window will appear
2) Choose the custom field type by clicking on it
All custom fields has these options:
1) ID which can be a combination of letters and numbers
2) Name (mandatory)
3) Internal use only - custom field won't be visible for suppliers.
NOTE: When changing this, a warning message will appear.
When internal is marked, this icon will show in the custom field row:
4) Editable for supplier option - the following icon will show in the custom field row:
5) Custom Field to be active or inactive
DATE TYPE
In the pop-up window, select the field 'Date':
1) Type in the ID and custom field name
2) Choose to make this field active or inactive, and internal or visible/editable for your suppliers
3) Click OK to save
ALLOWED VALUES TYPE
In the pop-up window, select the field 'Allowed values':
1) Type in the ID and custom field name
2) Choose to make this field active or inactive, and internal or visible/editable for your suppliers
3) A maximum number of characters and validation for max. no. of characters will be applied
4) Choose if there must be multiple/single allowed values on the custom field
5) Set if it's Mandatory for Export or not
6) Decide if you want it to sort on the IDs or the Values of the allowed values.
7) Decide if you need this Custom Field in Thumbnail "Group by"
8) Create numbers of allowed values
9) Type in the ID and the value - a new line is created when you start typing. NOTE: You can make an allowed value default, without being mandatory and the user can delete the allowed value, clicking on the delete button provided for each row.
TEXT TYPE1) Type in the ID and custom field name
2) Choose to make this field active or inactive, and internal or visible/editable for your suppliers
3) Choose if it should be a Text box or a Text field
NUMERIC TYPE
1) Type in the ID and custom field name
2) Choose to make this field active or inactive, and internal or visible/editable for your suppliers
3) Choose how many Allowed decimals your Numeric Custom field can hold. The number is "0" by default.
4) Choose the Maximum number of digits your Numeric Custom field can hold. This is the number of digits before the "."
5) In case you set the Custom Field to be "Diff per Color" or "Diff per Size" you will get an extra option - so you can decide how this number should be treated in reports: As an Avg or as a Sum.
DIVIDER TYPE
With a divider, it is possible for you to set up a section in your Custom Fields on style level.
1) Type in custom field name (there is no ID for this type - since it will not be exported for integration)
2) Choose to make this field active or inactive, and internal
Once you have created one or more Dividers - you can place your other Custom Fields into the section they need to belong to.
Simple drag and drop the custom fields below the divider they belong to, or drag the divider into the correct place.
Any custom fields that are NOT below any divider does not belong to any section.
DEACTIVATE A CUSTOM FIELD
Like you deactivate groups, seasons and categories, you can also deactivate custom fields. When deactivated, they will no longer appear in any style.
All custom field types have an 'ACTIVE' column. Simply mouse over the custom field row and click the blue edit icon - or double-click on the table row. When in edit mode, a pop-up window will appear where you can uncheck the option 'Active'
If you at a later stage reactivate a field, the previous data typed for a style will still appear.
If you are going to make integration with an ERP provider, make sure that the custom fields have the same structure as the ERP.
EDITING A CUSTOM FIELD (ADMIN)
You can edit your custom fields whenever necessary. Simply mouse over the custom field row and click the blue edit icon - or double-click on the table row.
When in edit mode, a pop-up window will appear where you can change the name of the custom field, for example.
Read here about editing custom fields on Styles and/or Items.