- Click on “Purchases” from the main menu.
- Click on “Supplier Settings”.
- Click on the card titled “Custom Fields”.
- Select the type of fields you need from the list on the left, such as (Single Line, Multiple Lines, Number, Dropdown, Checkbox, Date, etc.).
- Long press and drag the desired field towards the empty space until a frame appears indicating the field’s position on the screen.
- A floating screen will immediately appear, which includes:
- Properties: Adjust the basic settings of the field like (field label, instructions, initial value, etc.).
- Validation:
- Is it Required ?: The field becomes mandatory when adding a supplier, and saving is not allowed without entering a value in the field.
- Filter by this Field?: The field appears as one of the filters used on the “Manage Suppliers” page.
- Is it Unique ?: The program prevents the repetition of the same value in the field for any other supplier.
- Layout: The size and position of the field can be formatted relative to the other custom fields on the page.
- Set the field settings and then click the “Save” button.
- Click on the “Save” button to adopt the added fields.
- Note: The added fields that have been designated will appear on the “Add New Supplier” page below all the original fields.
