Sales - Additional Fields

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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