Overview
Sales Orders main page
Order details page
📍Where to find it in the app: Sales > Sales Orders
👥 Access Permissions: Only users with access to Sales Orders can view Sales Orders main page. Please review user roles prior commencing.
Columns Types
Custom Columns can be set as Amount ($), Checkbox, Date and Time Picker, Date Picker, Dropdown, Email, Multi-Select, Number, Phone, Text, or URL. These fields can appear on the Order Details page and in the customer's online (Order Confirmation view).
Amount ($)
Ideal for showing additional costs or discounts.
📝Note: there is an option to have no decimals or to include 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.
📝Notes:
Date format can be changed to any of the following options:
Time format can be changed to any of the following options:
Date Picker
Ideal for specific date information (e.g. delivered date or design reviewed).
📝Note: Date format can be changed to any of the following options:
Dropdown
Allows the 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 selected, and it will automatically apply to newly created Sales Orders.
Ideal for alternate contact or notification address to include.
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 selected, and it will automatically apply to newly created Sales Orders.
Number
Ideal for numeric data that does not require dollar sign.
📝Note: there is an option to have no decimals or to include up to 4 decimal places.
Phone
Ideal for storing 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 (can be created by Administrators only)
Click the Column Picker icon on the Sales Orders page
Click
Add custom columnEnter 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 will be visible to all users who have access to the Sales Order main page
Values can be edited directly on the main page: click a field, update, then click outside to save
Editing custom Columns
Right-clicking a custom column opens options to:
Edit – rename or change visibility settings
Delete – permanently remove the column
Sort – sort column data
Hide – temporarily remove from view
Move to start/Move to end – reorder position in the table.
🗒️ Note:
If a custom Column is hidden, it will still be available through the Column picker icon
To change the type of a custom Column, delete the current one and recreate it with the correct type.
Adding custom fields to PDFs
📍Where to find it in the app: Settings > Document templates
To include custom columns in document templates:
Go to
Settings>Document templatesSelect
Create templateChoose a document type (Quote, Invoice, Partial Invoice, Proforma Invoice, Delivery Docket or Work Order)
Open
Custom Fieldstab (star icon) where all existing custom fields will be listedDrag and drop custom fields into the template layout
Click
Publish.
To apply the updated template:
Click the kebab menu (three dots) next to the template
Select
Make default.
🗒️ Note: if changes are made to custom columns in the Sales Orders page require removing and re-adding the custom fields in the PDF layout for updates to apply.