16.11. Custom fields

You can create custom fields that appear in different areas in mSupply. These allow you to record additional information and customise mSupply for your needs.

You can create custom fields in the following areas:

• Customer invoice
• Supplier invoice
• Store
• Item
• Item category
• Quote line
• Name (of customers, suppliers, prescribers etc.)
• User
• Purchase orders
• Transaction categories
• Item Category Level 1
• Transaction lines

1. Navigate to the Admin tab and click the Preferences button.

2. Select Custom Fields from the list on the left.

3. Select the area requiring custom fields from the Table to set custom data fields for dropdown list.

4. Click the New Field button.

5. Click on the new line in the Field Label column to change the name of the custom field.

6. Click the small arrow in the Field Type column and choose from the drop-down list. The options for your new field are:

• Text: User can type free text.
• Number: User can only type a number.
• Boolean: User can tick a checkbox.
• Date: User can only enter a date.
• List: User can only select an option from a list.

6. If you choose a List field type, highlight the line and click Add Item to enter the options that will appear in the list. To delete an option, select it in the list and click Delete Item(s).

7. Click OK.

If you want to delete a custom field, highlight the line and click Delete field(s).

This section shows how custom fields appear after they are created.

When creating a customer invoice:

Click the Custom Data tab.

In this example, we added two custom fields: a Date and a List field type.

When creating a supplier invoice:

Click the Custom Data tab.

In this example, we added two custom fields: a Boolean and a Text field type.

When creating a store:

Click the Custom Fields tab.

In this example, we added one custom field: a Number field type.