Creating custom fields in Boost.space

Video

Custom fields allow you to store additional information for your modules and add-ons. Those fields can be created only by the admin. Although anyone can connect them to a specific space. You can create your custom fields in the system settings. In this article, you will learn how you can create a custom field in the warehouse’s addon.

1. On your home screen, click System Settings in the bottom right corner.

2. Select Warehouses in the navigation bar on the left side and then click on Custom Fields and click Create custom field group.

3. Name your new group you can choose a space and then click on save.

4. When the group is created, click on the arrow next to its name, then click on Create a new custom field button.

5. Name the custom field and select the value to be displayed (text, number, date and time, email, selection, etc.). Then click on save.

You have now created your new custom field.

Practical use of custom fields (in the stock items addon)

💡 NOTE – to import stock items you need to have existing stock cards. The name of the card must match the table (step 3).

1. Open the Warehouses addon and click on the three dots icon (= action) in the top middle. Then click on Edit.

2. The options will open. Click on Custom Fields, then click on Stock items. Here you can see your new Custom group. Also here you can edit and add new groups and fields.

3. Create a spreadsheet (e.g. Excel, Google Sheets,…) and create 8 fields – exactly in this order: stock card, part number, stock item, serial number, external identification, amount, tax, and price. These fields are mandatory. Your custom fields must be entered AFTER these mandatory fields. Their order is arbitrary.

4. Then you need to save the document in .csv format.

 

5. In the Stock receipts addon, click Create new stock receipt. Fill in the necessary information and upload your .csv file.

6. Once created, you can see the new records in the stock items addon.

7. After clicking on each records, click on the basic info. Here you will see your own field.

 

 

 

 

If you encounter any problems during creation, please do not hesitate to contact us.