Using Customization

Good to know

If you cannot achieve the customization with the functions described below, you need to know, from the ground up Salesorder was designed to be customized.

We’ll work with you to understand and turn your requirements into Plugins.

Because of the efficiency of the software development tools we use, Plugins can be delivered quickly and therefore at relatively low cost.

Please contact our support team support@salesorder.com for more information.

What you can do 

The following customization are available for a Document –

Custom Fields To configure a Custom field, go to -

SETUP > Configuration > Document > Customise Fields > Edit Fields

Or

Document (eg. Sales > Sales Invoice) > Configure > Customise Fields > Edit Fields

You can perform the following tasks on Custom Fields.

Insert Custom Field

Move Custom Field

Delete Custom Field

Inherit Field Value

To know more details, click on the respective links.
Customise Section To configure a section, go to -

SETUP > Configuration > Document > Customise Fields > Edit Sections

Or

Document (eg. Sales > Sales Invoice) > Configure > Customise Fields > Edit Sections

You can perform the following tasks on Sections.

Add Section

Move Section

DeleteSection

Customise Tab To configure a tab, go to -

SETUP > Configuration > Document > Customise Fields > Edit Tabs

Or

Document (eg. Sales > Sales Invoice) > Configure > Customise Fields > Edit Tabs

You can perform the following tasks on Tabs.

Add Tab

Move Tab

Delete Tab
Customise Line Item Table Refer Configure Line Item table.

What you need to know

Custom fields lets you add and store more data to Document screens.

You can personalize Document screens by inserting custom fields or hiding the standard(out of the box) fields. You can make standard and custom fields mandatory.

Custom Field Types Following field types are allowed -

  • Text,
  • Area of Text,
  • Check Box,
  • List,
  • Number,
  • Decimal Number,
  • Date,
  • Money.
Field inheritance Documents can inherit values from custom fields i.e. a custom field on Sales Quote can be inherited by a custom field on a Sales Order.
Lists and Reports Custom fields you add are available in Lists and Reports in the respective search and filter functions.
Import data into custom fields Add the Field name (not the Label name) as a column in the respective Import spreadsheet.

Field name is defined in the Insert Custom field dialogue box. See below Insert custom field.

To organize or create more space for new fields you can add new sections and tabs.
  • A section is a horizontal row that expands appropriately to hold the fields you add with it.
  • A tab is a new area within which you can add new sections.
Modify existing fields You cannot remove or move standard fields (out of the box) on Documents, but you can hide or make them mandatory.
Insert new fields Inserting new fields to the app is easy.

You can add new custom fields to any Document where you see the Configure button on the respective Document Action bar.

When you add a custom field it is available to everyone who has permission to access the modified Document screen.
Permission to insert custom fields You need have an Administrator Role on your login to be able to add custom fields.

Insert custom field

You can directly insert fields into the Document or create new Sections or Tabs with sections and insert the custom fields in them. 

To insert custom field, go to the Document you want to customise:

  • Click Configure.
  • On Document configuration, click Customise Fields.
  • To insert the new field, highlight (mouse over and click) an existing field. For example:
Configure Cust1
  • Click on Edit Fields.
  • Use the Add Field Above  or Add Field Below options.
  • The Insert Custom field dialogue box will appear.
  • Set the Field Name, Label Name, Field Type (more details on Custom Field Types), Size, Default value, Mandatory check box.
  • Click OK to complete.

Move custom field

You can move custom fields in the Document.

To move custom fields, go to the Document you want to customise:

  • Click Configure.
  • On Document configuration, click Customise Fields.
  • To move the field, highlight (mouse over and click) an existing field. For example:
Configure Cust2
  • Click on Edit Fields.
  • Use the Move Field Up  or Move Field Down options.

Delete custom field

When you delete a custom field ALL data stored on this field is deleted and cannot be recovered.

To delete a custom field, go to the Document you want to customise:

  • Click Configure.
  • On Document configuration, click Customise Fields.
  • To delete the field, highlight (mouse over and click) the target field. For example:
Configure Cust2
  • Click on Edit Fields > Delete

Inherit field value

Strategy: Target a custom field on a Document you want to be populated by a value from a custom field on a preceding Document in a workflow.  For example:

  • a value in a custom field on a Sales Quote (source field) is inherited by a custom field on a Sales Order (target field) when it is created from the Sales Quote.
  • a value in a custom field on a Customer (source field) is inherited by a custom field on a Sales Order(target field) when it is created from the Customer.

Before you begin,  you will need to insert a pair of custom fields. One on the source Document and one on the target Document.

To inherit field values, go to the Document you want to customise:

  • Click Configure.
  • On Document configuration, click Customise Fields.
  • To inherit value of a custom field (source field), highlight (mouse over and click) the source field (‘my custom field’). For example:
Configure Cust2
  • Click on Edit Field then click on Inherit field value.
  • On the Specify Inherited Fields screen you will see:
Custom fields Inherited Field Values

        This is the source field from the source document.

  • In Custom fields which inherit this value table check the respective Inherit box.
Custom field Inherit Value
This is the target field(‘customFieldB’) that will inherit the value from the source field(my custom field).
  • Click Save

Add Section

To organize fields or make more space on the existing Document screen you can add Sections or Tabs. You can add sections within Tabs. You can apply Headers to Sections.

To add a section, go to the Document you want to customise:

  1. Click Configure.
  2. On Document configuration, click Customise Fields.
  3. Click Edit Sections.
  4. The next action will add a Section at the top of the Tab you have open. The Tab open by default is the left most Tab. So make sure you select which Tab you want the new Section to be added to.
  5. Click on Add Section options.
  6. A new section will be added to the Document.
  7. When you add a Section, you may want to organize its contents under Headers. To add Headers, click on Add Header options.

Move Section

To move a section, go to the Document you want to customise:

  1. Click Configure.
  2. On Document configuration, click Customise Fields.
  3. Click on the ⚪ radio button in the Section to select it.
  4. Click Edit Sections and choose Move Section up, Move Section down options.

Delete Section

Deleting a Section will delete all fields within the Section along with all data previously stored in the respective fields. This action is unrecoverable.

to delete a section, go to the Document you want to customise:

  1. Click Configure.
  2. On Document configuration, click Customise Fields.
  3. Click on the ⚪ in the Section to select it.
  4. Click Edit Sections and choose Delete Section.
  5. Select Confirm on the dialog box to confirm deletion of the selected section.

Add Tab

You can add Tabs within an existing Document screen. Tabs can hold multiple sections.

To add a Tab, go to the Document you want to customise:

  1. Click Configure.
  2. On Document configuration, click Customise Fields.
  3. Click Edit Tabs > Add Tab.
  4. Give the Tab a useful name.

Move Tab

You can move a Tab to the left or right.

To move a Tab, go to the Document you want to customise:

  1. Click Configure.
  2. On Document configuration, click Customise Fields.
  3. Click Edit Tabs.
  4. You can use Move Tab left or Move tab right options. 

Delete Tab

Deleting a Tab will delete all Sections fields within the Sections on the Tabs along with all the data previously stored in the respective fields. This is unrecoverable.

To delete a tab, go to the Document you want to customise:

  1. Click Configure.
  2. On Document configuration, click Customise Fields.
  3. Select the Tab you want to delete.
  4. Click Edit Tab > Delete Tab.

Line Item table columns

Many Transactional Documents such as Sales Invoices, Bills, Purchase Orders, Sales Order, etc. include a Line Item table.

This table allows you to select and enter the Items (i.e. Products/Services, Expenses etc) that make up the Document.

Line Item table configuration

To Configure line item table columns, go to –

SETUP > Configuration > Document (Choose  a document with line item table like Sales Order, Sales Invoice, Purchase Order,etc) > Edit > General tab > Document Template > Edit > Columns tab.

OR

Document > Configure > Edit > General tab > Document Template > Edit > Columns tab.

Use the checkbox, to toggle visibility of line item table columns, on screen and when printed.

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