Custom Fields is a feature that is accessible if you have a premium agreement in Rackbeat.
In Rackbeat, you have the option to create your own fields.
The fields can be used as information fields, included on your PDFs, and added to your overview screens, such as the product and order overviews.
To add your own fields, go to Company Settings > General > Fields.
You can add fields to your:
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Items.
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Customers.
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Suppliers.
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Orders (Purchase Orders).
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Sales (Quotes/Orders/Invoices).
There are several types of fields – small and large text fields, checkboxes, and dropdown 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. When importing, it is the field number/ID that must be mapped in the import window.
Add fields to layouts/PDFs
You can add your fields to layouts/PDFs when you create/edit the field. Just be aware that in that case, you need to check the box 'Make available in layouts'.
Only fields added to items and customers can be included on PDFs.
Add item fields to PDFs:
If you have chosen to make the field available in layouts, it can be added just like other headers/columns.
In the example below, we’ve added the custom field ‘Brand’ to our invoice PDF. When editing layouts, remember to scroll to the bottom of the page to click ‘Save changes’.
The header ‘Width %’ indicates how much space each column should occupy on the PDF. This is a percentage and must always be adjusted so the total equals 100% before the system can save the changes. You can see an overview at the bottom of the page.
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’:
Display your custom fields in the overview
The fields you have created can be added to your overview screens via the small gear icon located in the upper right corner. In the example below, we’ve added ‘Customer Category’ to the customer overview.
Tip! If you want the system to remember to include the fields in your overview, you can click ‘Remember’ – the system will then save your settings.
Custom fields in the B2B shop
If you use Rackbeat’s B2B add-on module, the fields of the type ‘Dropdown option’ will be visible in your B2B shop, and they can be used to filter the items. This makes it easier for your B2B customers to find exactly what they are looking for.
Read more about how to create a ‘Dropdown option’ field here.
All ‘Dropdown option’ fields added to products will be visible in the B2B shop.