Overview

You can create custom fields for both Orders & Invoices –  above the line items. We have plans to roll this functionality out though to other areas like line-items and suppliers. Custom fields on GRN line items are available as a premium feature if required. 

1

Creating Fields

You can create multiple custom fields and use their values to trigger workflows. A typical example will be a buying type – perhaps PO or Credit Card or say a buying category such as Capex or Opex.

To create a custom field, go to Business > Settings > Custom Fields

Custom field

Provide a name, a description and then list option values separated by a semi colon.

2

Workflows

ou can then use this value as a condition on a workflow entry point or step. An example is shown below:

custom field workflow

 

3

Reporting

Custom fields are available in reporting as well.