You can capture additional information about your stock records using Custom fields on the Custom tab.
As default on a new database, you can only see 2 custom fields which accept 100 alphanumeric characters, however more can be added through the System Module which is security profile permission driven.
Where more custom fields have been configured for your database, you will see more fields available for you.
You can also add extra custom fields to a stock record if your security profile permissions allow you to do so.
Add extra custom fields to the stock record
To add more custom fields in for a stock record, follow the steps below:
Click System then Options and then click Custom Fields.
Click on the Stock tab, then click on the Edit button at the top of the screen.
Select the checkboxes in front of the fields that you would like to add to the Custom tab for a stock record.
Once you are done, click Save.
Log out of Financials and then log back in so the changes take place. You can see the extra custom fields on the Custom tab when you are creating a new record or when you are editing one.
There are 4 major custom field groups which are:
User Characters allowing 20 alphanumeric character entry.
There are 20 user character fields that can be set up.
User Numbers allowing 14 alphanumeric character entry.
There are 20 user number fields that can be set up.
User Dates which allows you to select a specific date.
There are 10 user date fields that can be set up.
User Flags which allow you to have a checkbox against date or records.
There are 10 user flag fields that can be set up.
Populate the Custom tab for a new stock record
To populate custom fields for a stock record, follow the steps below:
Click Stock then click Stock Records.
Note: All stock records are displayed. You can narrow down your search using advanced filters.Click + New Stock at the top right hand-side of the Stock Records screen.
Click on the Custom tab and enter the relevant details and once you are done, click Save.
Populate the Custom tab for an existing stock record
Click Stock then click Stock Records.
Note: All stock records are displayed. You can narrow down your search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on theicon and choose from the available filter list, then click OK.
In the Stock Code column, click the hyperlink, the underlined text.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrowicon on the right-hand side middle of the screen.
Click on the Edit button at the bottom of the screen to set the record into edit mode, then click the Custom tab and enter the relevant details and once you are done, click Save.