Creating and Managing Custom Fields in PartsManager

Derek Torres
Derek Torres
  • Updated

Important Note: PartsLedger is now PartsManager. PartsManager retains all of the parts purchasing and warehouse management automation benefits of its predecessor. To read more about this exciting change, click here.

 

In PartsManager, formerly known as PartsLedger, you can add custom fields to the following objects when the default canned fields don't supply enough or the right criteria for your organization.

Screen_Shot_2022-10-05_at_3.37.22_PM.png

This article will walk users through creating and managing custom fields for objects such as Customer, Items, or Purchase Orders.

Creating Custom Fields

  1. On the Navigation Bar, click Settings.
  2. Then click Custom Fields.
  3. Select the Type of object you want to create a custom field for.
  4. Click the + New button to open the Add Field Menu. Most of type of object will have the following fields:
  5. Enter an ID. This is a unique name or reference for the field.
    • Note: space will be replaced with an underscore. This is for your reference and will not be visible to your customers.
  6. Enter a Label. The label is the name of the custom field and will be visible to the customer.
  7. Select the Type of field you want. You can choose between Text, Number, Date, Check Box, or Select List. The chart below breaks down what each type of field is and how it works:
    Type of Field  
    Text

    This will be a plain text field.

    Plain text is any text that isn’t formatted. It does not take any special formatting, such as varying fonts, font sizes, bold font, or italics. It also only contains standard characters, which are those found in the default set of characters that an application can display. It can also refer to a document that only contains these unformatted characters.

    Example:
    Screen-Shot-2022-10-05-at-4-20-51-PM.png

    Number

    This will be a number field. This can be any positive or negative integer.

    Example:
    Screen-Shot-2022-10-05-at-4-44-52-PM.png

    Date

    This a date field formatted: MM/DD/YYYY. There is also a calendar icon you can click to select a date.

    Example:
    Screen-Shot-2022-10-05-at-4-20-09-PM.png
    Screen-Shot-2022-10-05-at-4-47-33-PM.png

    Checkbox

    This will create a toggle field. Boolean field of toggled on or toggled off.

    Example:
    Screen-Shot-2022-10-05-at-4-21-09-PM.png

    Select List This is a dropdown field with pre-defined fields. Will need to enter Values and Labels.
    Example:
    Screen-Shot-2022-10-05-at-4-59-45-PM.png
  8. Select the Type of field you want. You can choose between Text, Number, Date, Check Box, or Select List.The chart below breaks down what each type of field is and how it works:
  9. Click Submit to create the custom field.

Important Notes:

The maximum number of fields per object is 10.

 

Managing Custom Fields

You can perform the following actions to existing custom fields. Select the Type of field to view that types specific custom fields.

  • Edit - Edit the custom field created.
  • Delete - Delete the created custom field.
  • Column Selector - Hide and reveal extra columns and the number of rows visible in the table per page.

 

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