13.11. 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
• Requisition
• Item
• Item category
• Quote line
• Name (of customers, suppliers, prescribers etc.)
• User

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 use 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 the item from 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 where custom fields appear in each area after they are created.

When creating a customer invoice:

Click the Custom Data tab. In this example, we added a # custom field.

When creating a supplier invoice:

Click the Custom Data tab. In this example, we added a # custom field.

When creating a store:

Click the Custom Fields tab. In this example, we added a # custom field.

When creating a requisition:

When creating a new item:

When creating a new item category:

When creating a quote line:

When creating a new name (e.g. customer, supplier, prescriber etc.):

When creating a new user: