The "Manage Custom Fields" tool allows you to go beyond standard item details by creating specific data points—such as dimensions, technical specs, or project codes—that are unique to your business needs.

What are Custom Fieldsets?

Custom Fieldsets are groups of additional data fields that can be attached to individual line items during the creation of a transaction (like a PO or Requisition). These fields ensure that suppliers and internal team members have all the specific technical details they need to fulfill an order correctly.

How to Create a Custom Fieldset

1. Select Items from the left-hand toolbar.
2. Click the More Actions button at the top right. 

3. Select Manage Custom Fields.

4. Click Add New Fieldset in the top right corner.
5. Name your Fieldset: Use an intuitive name (e.g., "IT Hardware Specs" or "Vehicle Maintenance Details") so users know exactly when to apply it.
6. Add Your Fields:
   
   • Enter a title for each field (e.g., "Serial Number", "Dimensions", or "Warranty Status").
   • Choose an Input Type: Select from Short Text, Long Text, or a Dropdown menu.
   • Mandatory Option: Check the box if you want to require users to fill out this information before the transaction can be processed.
7. Click Save Fieldset.

How to Apply Fieldsets to a Transaction

Once created, these fieldsets are available for use within the item table of any new transaction:

• Locate the item you wish to detail.
• In the Custom Fields column, click the Edit button.

• Select your desired template from the list and populate the data.

Who can see this information?

Custom fieldset data is visible to all parties viewing the document. This includes:

• Internal Users: For tracking and audit purposes.
• Suppliers: To provide them with exact specifications for the items being requested or ordered.

Success Tip: Use Dropdown fields whenever possible to ensure data consistency. This makes it much easier to filter and report on custom data later!

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