Sales - Additional Fields
Based on your requirements, the default sales record can be customized using different types of additional fields. This is useful to capture sales-related additional information.
To configure additional fields:
1. Go to Admin>>Account Details>>Sales-Additional Fields.
2. Click Add Field and select the required field type using the tabbed interface.
3. Provide details such as Label Name, Description etc.
Field Type | Description | Example |
Single line | A simple, short phrase, such as manufacturer name, model number etc. | Manufacturer name. |
Pick list/Radio (You can always interchange them by editing the fields) | A list of items, such as available categories. | List of available product categories. |
Multi select/Checkbox (You can always interchange them by editing the fields) | For selectable values within a list, such as compatible devices | List of compatible hardware |
Multi line | To describe an issue or to add comments. | Comments |
Numeric | For numbers. | Product Serial Number |
Date/Time | To specify time and date in a defined format such as May 1, 2019. | Warranty Period |
Decimal | To specify cost or a ratio. | 21.11(Cost in Dollars) |
4. Finally, click Save.
View, edit, or delete sale additional fields
You can view sales additional fields and perform various actions under Admin>>Account Details>>Sales- Additional Fields.
To edit a field, click the edit icon. Make necessary changes and click Save.
To delete a field, click the delete icon against the field.
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