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.
Fields of a Custom Field
|Field||Description||Required to create Custom Field||Default|
|Name||Name 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)||Yes||empty|
|Short Name||Short Name of Custom Field. Can be used in different tables and export files.||No||empty|
|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.
Defines the type of Custom Field. Refer to the table below "Types of Custom Fields"
|Required (checkbox)||Custom Field will be required when adding or editing this custom field.||Yes||Checked|
|Show on Mobile||Custom Field Visible on Tables for the entity||Yes||Checked|
|Active / Enabled||Custom Field is enabled for the entity. If disabled, this field will not appear for the entity||Yes||Checked|
|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.
NoteOne 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.
Field Types of Custom Fields
The custom field will accept numbers only without decimals.
|Decimal||The custom field will accept both numbers and decimals.|
|Text||The custom field will accept both text and integer|
|Date||The custom field will accept Date only. On clicking DateTime Custom Fields a calendar will automatically popup to select the date.|
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.
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.