Custom fields in Rackbeat

Table of Contents

• Creating Custom Fields

• Add Fields to Layout/PDF

  • Item Fields

  • Customer Fields

  • Sales Fields

• Display Custom Fields in the Overview

• Add Fields to B2B

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Creating Custom Fields

To add your own fields, go to Company Settings > General > Fields.

Here is an overview of the possible custom fields and where they can be added:

• Item – Added to: Products, PDFs

• Customer – Added to: Customers

• Suppliers – Added to: Suppliers

• Purchase – Added to: Purchase Orders

• Sales – Added to: Sales PDFs, Pick Lists, and Packing Slips

There are several types of fields – small and large text fields, checkboxes, and options.

As soon as the field is created, it will be visible on, for example, the product card.

The fields can be included in exports, and it's also possible to update the fields via an import/update of existing products/customers/suppliers. During import, the field number/ID must be mapped in the import window.

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Add Fields to Layouts/PDFs

You can add your fields to layouts/PDFs when creating or editing the field. Just be aware that in that case, you need to check the box 'Make available in layouts'.

Add Item Fields to PDFs:

Item fields are typically used for HS codes, the customer's own item number, or other information that is not standard product data.

To add item fields, you must activate 'Available in layouts' on the field, and then add it to the relevant layout.

In the example below, we have added the custom field ‘HS Code’ to our invoice PDF. When editing layouts, remember to scroll to the bottom of the page and click ‘Save changes’.

Once the field is added to the layout, it will then appear as a column on the PDF:

Add Customer Fields to PDFs:

If you have chosen to make the customer field available in layouts, it can be added to sales orders by checking the box ‘Show customer fields’.

Customer fields allow you to add extra information to the customer, or for example, mark the customer as B2B / B2C using a checkbox.

Use the dropdown function to display the field:

Add Sales Fields to PDFs:

Sales fields can be added to quotes, orders, invoices, and packing slips.

To enable this, the custom field must have ‘Available in layouts’ activated.

Once the fields are created, they will only be added if you check ‘Show sales fields on PDF’. This checkbox is found in the dropdown menu on quotes, orders, and invoices:

To activate sales fields on pick lists and packing slips, you must check the box on the shipment:

Display Custom Fields in the Overview

The fields you have created can be added to your overview screens via the small gear icon in the upper right corner. In the example below, we have added the customer field ‘B2B’ to the customer overview.

Custom Fields in the B2B Shop

If you use Rackbeat’s B2B add-on module, fields of the type ‘Options’ will be visible in your B2B shop, and they can be used to filter products. This makes it easier for your B2B customers to find exactly what they are looking for.