Overview
Custom Columns extend the Sales Orders table with fields tailored to specific business needs, capturing data the default columns don't cover (project codes, quality checks, delivery preferences, internal references, and similar). Once added, custom columns can be displayed on the Sales Orders main page, the Order Details page, the customer's online Order Confirmation view, and on document PDFs.
📍Location in the app
Sales>Sales Orders
👥 Access Permissions
Review user roles before commencing
Columns Types
Custom Columns can be set to any of the following data types. Each type controls how data is entered, displayed, and validated.
Amount ($)
Ideal for showing additional costs or discounts.
Ideal for showing additional costs or discounts.
📝Note
Decimal precision can be set to none or up to 4 decimal places.
Checkbox
Ideal for simple Yes/No or Completed/Not Completed indicators.
Date and Time Picker
Ideal for scheduling and deadline-related information that requires both a date and a time.
📝Notes
Date format can be set to any of the following:
Time format can be set to any of the following:
Date Picker
Ideal for capturing a specific date (e.g. delivered date, design reviewed date).
📝Note
Date format can be set to any of the following:
Dropdown
Allows selection of a single option from a predefined list. Ideal for fields with fixed values such as delivery method or order priority.
📝Note
A default option can be set; it will be applied automatically to newly created Sales Orders.
Ideal for capturing an alternate contact or notification email address.
Multi-Select
Allows selection of multiple options from a predefined list. Ideal for capturing details such as documentation requirements, quality checks, and packaging requirements.
📝Note
Default options can be set; they will be applied automatically to newly created Sales Orders.
Number
Ideal for numeric data that does not require a dollar sign.
📝Note
Decimal precision can be set to none or up to 4 decimal places.
Phone
Ideal for storing a secondary contact number.
Text
Ideal for Project or Job name or any customer-spefic information.
URL
Ideal for adding links to external websites, documents, product pages, or map locations.
Adding custom columns
Custom columns can only be created by Administrators.
Click the Column Picker icon on the Sales Orders page.
Click
Add custom column.
Enter a Column name.
Select the Column type.
Set Display Options:
Display on each order's page
Display on customer's online view
Click
Save.
📝Notes
New columns appear at the end of the table by default.
Custom columns added by an Administrator are visible to all users with access to the Sales Orders main page.
Values can be edited directly on the main page: click the field, update the value, then click outside to save.
Editing custom columns
Right-clicking a custom column header opens options to:
Edit: Rename the column or change its visibility settings.
Delete: Permanently remove the column.
Sort: Sort the column data ascending or descending.
Hide: Temporarily remove the column from view.
Move to start / Move to end: Reorder the column's position in the table.
📝 Notes
A hidden custom column remains available via the Column Picker icon and can be re-shown at any time.
The type of a custom column cannot be changed after creation. To change a column's type, delete the current column and recreate it with the correct type.
Adding custom fields to PDFs
Custom columns can be added to document templates so their values appear on PDFs.
📍Location in the app
Settings>Document templates
To add custom fields to a template:
Go to
Settings>Document templates.Select
Create template.Choose a document type (Quote, Invoice, Partial Invoice, Proforma Invoice, Delivery Docket, or Work Order).
Open the
Custom Fieldstab (star icon). All existing custom fields are listed here.Drag and drop custom fields into the template layout.
Click
Publish.
To apply the updated template:
Click the ⋮ (more options) next to the template.
Select
Make default.
📝Note
Changes made to a custom column on the Sales Orders page do not flow through to PDF layouts automatically. The custom field must be removed and re-added in the PDF layout for the change to apply.