Custom fields

Custom fields can be added to product, customer, supplier, sales and purchase order records. They allow additional information to be recorded which can then be used for reference, searching and reporting.

Types of custom field

Custom fields can be of the following types:

  • Freeform text

    Any text up to 64 characters.

  • Numeric only

    Brightpearl will make sure that the value entered is numbers not letters.

  • Select list

    Create a dropdown select list of items that can be chosen.

  • Text area

    Used for text greater than 64 characters.

  • Yes/no

    Use this to display a yes/no selection. (When importing, ensure you enter the digit 1 to represent Yes, and the digit 0 to represent No).

  • Date

    This will display the pop-up calendar from which the date can be selected.

If you set a custom field as "required" then an admin user will not be able to create or edit a record without entering some information in the field.

When creating custom fields they are added into customizable tabs, allowing them to be grouped into separate tabs instead of creating a great long list, this is an example on a customer record:

custom fields

How to create a custom field

  1. Go to Settings > Custom fields and select the record type to add custom fields on.
  2. Click the Add a field button.
  3. Enter a name and code for the custom field.
  4. Specify whether the new field should be added to an existing tab or a new tab.
  5. Choose the type of custom field.
  6. Specify whether this field is required. If you set it as required you will not be able to save the record, after adding or editing it, without completing the field.
  7. (Contacts only) Specify whether this field can be edited on the web portal. This will allow registered users to edit the data themselves.
  8. Click Save and close the window.

How to create a select list custom field

  1. Go to Settings > Custom fields and select the record type to add custom fields on.
  2. Click the Add a field button.
  3. Enter a name and code for the custom field.
  4. Specify whether the new field should be added to an existing tab or a new tab.
  5. Choose the type of custom field.
  6. Click Save and close the window.
  7. The new custom field will be listed. Click the Edit options on the row.
  8. Click the Add a value button.
  9. Enter the first select list item and save.
  10. Continue to add select list items until the dropdown menu choices are all added.

Searching and reporting by custom fields

Product, customer, vendor (supplier), sales and purchase order listings provide customizable filters when custom fields exist:

field filters

As with any other search filter, you can save the search for later use by adding it to your Favorites. To add a page to your favorites, click the Add to favorites link at the bottom of the screen. Each time the search is performed the results are refreshed with up-to-date data.

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