The “Manage Custom Fields” option (found under the “Actions” panel to the left of the item listing overview page) allows custom fieldsets to be created for use with items that are added to transactions.
To add a custom fieldset that can be associated with items during transaction creation:
Once a custom fieldset is created, it will be selectable by users during transaction creation. On step 1 of creating a transaction, in the item table, users can click the “Edit” button under the “Custom Fields” column to add a custom fieldset template to individual line items on the transaction.
Custom fieldset information will be available for review by any party viewing the document, including other Tradogram users and suppliers to whom the transaction is forwarded to.