CartonCloud allows you to record the information you want within records using Custom Fields. For some operations, this might mean recording the Container Number on a Purchase Order, while for others it might be the Carrier Consignment Note number on a Sale Order.

In the video below Tony explains why Custom Fields are so useful and provides some examples.

In CartonCloud, you can create custom fields against many different records such as Addresses, Sale Orders, Purchase Orders and Consignment Data. This can be extremely useful for storing your own business-specific information within the application.

Adding Custom Fields

To get to the Custom Fields page, simply type: "Custom Fields" into the Search for Anything box at the top of the system.

From here, you can jump between the various records which support Custom Fields.

To add a Custom Field click the Add Custom Field button.

Next, complete the fields as required to set up the Custom Field you desire. An explanation of each field is provided below if required.

Field Descriptions

FieldDescriptionRequired to create Custom FieldDefault
NameName of the Custom Field. Will be visible on tables, export files and forms for the entity of Custom Field (Container Model in our example above)Yesempty
Short NameShort Name of Custom Field. Can be used in different tables and export files.Noempty
Map Field Name

The field name to be used to map columns from imported files to the entity.

Example: For a custom field named "Reference" for entity "Container" its map field name can be "reference", so that whenever a file is imported for the container if it contains a column "reference", it will map to "Reference" custom field for Container.

Yesempty
Field Type

Defines the type of Custom Field. Refer to the table below "Types of Custom Fields"

YesText
Required (checkbox)Custom Field will be required when adding or editing this custom field.YesChecked
Show on MobileCustom Field will appear in the CartonCloud Mobile app (currently Android only, except for Sale Orders which appear on both iOS and Android)YesChecked
Active / EnabledCustom Field is enabled for the entity. If disabled, this field will not appear for the entityYesChecked
Is Primary Field (checkbox)

Specifies if this field is to be used as a primary field for referencing the entity. This field is treated as the primary field ONLY if an entity does not have a default primary field for referencing. For example, Containers and Shipments don't have default primary fields.

Note

One of the custom fields must be a primary field. If the user does not specify it, the system assigns the last created custom field to be the primary field.
YesUn-Checked

Field Mapping

Field Mapping allows you to create a link between two custom fields so that when data is entered in one custom field it is pulled through to another. Examples of when this might be useful are:

  • Creating Opening and Closing Time Custom Fields against the address that then automatically populate on addresses within Consignments

Field Types of Custom Fields

TypeDescription
Integer

The custom field will accept whole numbers only without decimals.

DecimalThe custom field will accept both numbers and decimals.
TextThe custom field will accept both text and numbers.
DateThe custom field will accept Date only. On clicking DateTime Custom Fields a calendar will automatically popup to select the date.
Boolean

Custom Field will act as dropdown with only two options, "Yes" and "No". Is useful for doing checkbox type actions.

When selected in "Add/Edit Custom Field" page, a field will show up called "Default Custom Field Option" that will define the default option for this type of custom field.

Drop Down

Custom Field will act as a dropdown for an entity with predefined options.

When selected in "Add/Edit Custom Field" page, a field will show up called "Drop Down Options" where the user can list down the options for this dropdown box in a comma-separated format.

Example: We want to show three values in our drop down "value1", "value2" and "value3". We will write it as "value1, value2, value3".


Editing, Deleting or Reordering Custom Fields

Once a custom field is added, it can still be edited and moved into the desired order, this order will be mirrored on any associated records showing the custom fields.


Product Custom Fields

Up to 10 Custom Fields can be applied to Product records. This differs from Purchase Order Product Custom Fields (which are fields used to record information against inbound stock) in that the custom field is applied directly against the Product record, and cannot be altered by individual stock records.

This is useful for storing additional information such as:

  • Supplier Codes
  • Dangerous Goods Information / DG Class
  • Special Handling Instructions
  • Other identifiers or information that's needed to be stored.

Custom fields are specified on a Per-Customer basis, allowing each customer to have their own set of Custom Fields.

Custom Fields can be displayed on Packlists, Con Notes and etc via Document Templates, they can also be shown on Stock Reports and Exports.

Enabling Product Custom Fields:

First, navigate to the Edit Customer Page by selecting Contacts in the Main menu followed by Customers in the drop-down.

Then find and select the Customer.

Once viewing the Customer record click Edit down the bottom left.

From the Edit Customer page open the tab: Warehouse Management and beneath this select the sub-tab Product

Once you've added in the Custom Fields you want, click Save down the bottom. The Custom Fields will now appear when Adding or Editing a Product

Custom Fields are not required on products, they're optional.

Custom Fields on Mobile

This functionality is currently only available on Android but will be available on iOS as well shortly.

By checking the "Show on Mobile" field when setting up or editing a custom field you can choose whether to have the custom field displayed on mobile and in what areas.

This is particularly useful for information such as opening and closing times where when using custom field linking you can automatically pull the opening/closing times stored against the address record through to consignment data which will display on the Driver's mobile device so they are able to deliver at an appropriate time.

When selecting Show on Mobile you can choose to select if the custom field will appear on the Detail view within the Mobile or both the List and Detail view. Examples of each are provided below.

Example Custom Fields on Mobile

Custom FieldDetail ViewList view
Opening TimeYesNo
Closing TimeYesYes

Detail View

List View