Sales - Additional Fields

If you require any further additional information while importing sales details then, you can define your own sales additional fields apart from the pre-set fields. You can add text fields, numeric fields and date type fields in the form.

To add additional fields,

1. Click the Admin tab in the header pane.

2. Click the Sales Additional Fields iconunder the Account Details block. The Sales - Additional fields page opens. You can add up to 12 text fields, four numeric and date/time fields.

Configuring Additional Text fields

1. By default, the Text tab is selected. Specify the Label for the Additional field.

2. Specify any relevant information about the additional field in the Description text field.

3. Select the Type of the text field by enabling the radio button. It can be either Single- Line, Multi – Line or Pick List (drop down list). For Pick List fields, the added values can be rearranged using the Up and Down buttons.

4. You can also specify default values to be pre-filled in the  form.  

5. Save the settings.

Configuring Additional Numeric fields

1. Click on the Numeric tab.

2. Specify the Label for the additional field.

3. Specify any relevant information about the additional fields in the Description text field.

4. Save the settings.

Configuring Additional Date/Time fields                     

1. Click on the Date/Time tab. You can configure 4 additional fields for sales.

2. Specify the Label for the additional field. This is a mandatory field.

3. Specify any relevant information about the additional fields in the Description text fields.

4. Click Save to save the settings.

The configured additional fields appears in the Account module while importing the sales details from CSV, and while associating products to an account from the account details page. To delete a user-defined fields, instead of adding the label names, delete the existing label names you wish to remove from the fields of the form and click Save.