QuickBooks Inventory Software
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If you find that you need to set up information for one of your lists where there is no corresponding field, you assign a custom field to fill that role. For example, if you're in the habit of sending your customers a greeting card every year on their birthday, you can establish a custom field that will let you track their birthday information.
To create a custom field you must be logged in as the Admin user. Go to the Company menu and select Custom Fields. In the drop-down list marked Custom Field Type, you need to select the List for which you desire to specify a custom field.
Click Add to add a new custom field and to open the Custom Field Editor.
The following is a description of the above:
Field - represents the actual name of the field in the database.
Caption - represents the name of the custom field that the users will see when entering data.
Map to QB Custom Field - if you happen to have the same custom field in QuickBooks, simply click the Map to QB custom Field checkbox. The Caption field will turn into a drop-down list box, allowing you to select from the different custom fields that have been set up in QB
Type - is the type of field which in the above case is Date. You can also select:
Text (you can select the size of the field as well)
Date
ID
Cost
Yes/No
Quantity
Pick List
Price
Amount
If you select 'Pick List' you will be able to create a custom drop down with pre-defined selections. To add a selection, type the value of the selection then click 'Add', repeat until the entire list is finished.
When you are done, click Save & Close.
You can access the custom field now from the customer editors and from the toolbar click Custom Fields.
If the custom field relates to a line item (e.g. Sales Order Item) then you access the custom fields by clicking the Detail triangle then selecting Custom Fields.
Note: An entry box can accept multiple lines. After you enter text form the first line press Ctrl-Enter to enter subsequent lines.
All Orders will automatically copy custom fields between records when the custom fields HAVE THE SAME NAME and TYPE. For example, if you also had 'Cancel on B/O' on the sales order and ship doc custom fields, you would enter the value once on the sales order and it would be copied to the ship doc when the sales order is filled. The following table shows how custom fields are copied.
|
Custom fields from |
Copied to |
|
Item |
Sales Order Item Work Order Work Order Components |
|
Customer |
Sales Order Ship Doc |
|
Vendor |
Purchase Order Receive Items |
|
Sales Order |
Ship Doc |
|
Purchase Order |
Receive Items |
|
Sales Order Item |
Ship Doc Item Purchase Order Item (linked transactions only) |
|
Purchase Order Item |
Receive Items Item |