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.
A simple, short phrase, such as manufacturer name, model number etc.
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
To describe an issue or to add comments.
Product Serial Number
To specify time and date in a defined format such as May 1, 2019.
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.