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Item Custom Fields
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Written by Ashok P
Updated over a month ago

You can access the Item Custom Fields setting in the Control Panel to add and manage the Custom fields to store additional information about Items (equipment, labor, and packages.)

The custom fields added for items can be displayed on Custom Reports or be used to pull text into your Component ID Format.

To access the Item Custom Fields setting, click the following icon.

custom fields cp.jpg

This will open the following form.

custom fields form.jpg

Item Custom Field Types

SI has 26 Custom fields for items.

  • 5 Text fields, with a character limit of 300.

  • 3 Long Text fields with a character limit of 1000.

  • 4 List fields, where you can add the options to the dropdown list.

  • 3 Number fields with up to 2 decimal places.

  • 3 Date fields

  • 4 Boolean fields (Yes/No)

  • 4 Hyperlink fields

Add and Manage Item Custom Fields

To add a new custom field for items:

1/ Click New.

2/ Select the type of field.

Over time, you will see how many fields are already in use and how many are available.

3/ Add a name for the field.

4/ To reorder the fields, use the Move Up button and the Move Down button.

5/ Click Save.

List Fields

When adding a List type field, you can click Manage in the List section in the menu and add the options that should be displayed in the dropdown.

You can use the Move Up button and the Move Down button to order the options and set the case of the text in the options.

Using Item Custom Fields

The custom fields added for items are shown under the Custom Fields tab in the New Product and other equivalent item forms. You can add the value for the fields when adding the item or editing its details.

Check out this article for more details.

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