How to create custom fields on InSitu Sales Web App

To create custom fields from the home section click on SALES MODULE ADMIN.

From the Sales Module Admin, click on ALL LISTS found on the top right and then on Custom Fields.

Click on ADD.

After you click on ADD, you must choose the type of field you want to create.

After selecting the invoice option, the field will be visible on the checkout of the transaction the same for Orders and Estimates. For products, they will be visible on the item level. To view it, you need to be on the product list on the app and tap on the item, then scroll to the bottom of the page to view the field.

You must then select the table field where you would like to store that custom field.

Select the slot.

After selecting the slot,  Add the name and Default name. You will also need to add the options you would like the field rep to choose from by clicking on the options field. Type in the option and using your keyboard press ENTER.

The screenshot at the bottom will depict what it should look like when at the checkout.

To display the field on the PDF template you must go to Sales Module Admin and click on PDF and Printer templates.

 

On this screen, you will select the transaction type you have added the custom field to.

On this screen, you must scroll to the bottom to find your custom fields.

In this case, you would copy the {{f2}} tag and paste it where you would like to display the data.

Once you save the invoice it will be displayed on the pdf as shown in the screenshot below.

NOTE: If you are a QuickBooks user and would like to have the custom field to be sent to QuickBooks you may incur a one-time fee for mapping.