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Next Generation - Set up extra custom fields for your stock record

A guide to setting up custom fields against stock records, covering the available field types and how to configure the number of fields displayed under the Custom tab.

With custom fields, you can capture extra information against your stock record or records.

As default, there are only 2 custom fields displayed for a stock item under the Custom tab, but you can add more of these fields to help capture even more information that you wish to add.

To add in more of these custom fields, you will need access to the System Module which is security permission driven.

20 User Character fields

Accepts any character entry.

20 User Number fields

Accepts only numbers.

10 User Date fields

You can select or type in a date.

10 User Flag fields

Have checkboxes.


To set up custom fields:

  1. Click System then select Options.

  2. Click Custom Fields then click Edit and then click on the Stock tab.

  3. Select the desired number of the following fields:

  • User Character

  • User Number

  • User Date

  • User Flag

  1. Click Save.

Note: For the changes to take place, you will need to log out of Financials and then log back in.

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