Adding custom fields

Our app comes with several standard fields commonly used in inventory management:

• SKU
• Barcode
• Category
• Unit of Measurement
• Book Quantity
• Location
• and others..

Custom Fields – allow you to add your own fields tailored to your specific requirements.

Types of Custom Fields

There are two distinct types of custom fields in Mobile Inventory:

1. Product Fields

These fields are associated with specific products and store product-specific information.

Examples:

• Color
• Size
• Material
• Dimensions
• Manufacturer

2. Entry Fields

These fields are associated with inventory transactions (inputs, outputs, movements, while counting your inventory) and capture transaction-specific details.

Examples:

• Supplier
• Client
• Invoice Number
• Purchase Order Number
• Delivery Date

Where to Create Custom Fields

You can create custom fields from different locations:

1. Manage Fields Screen
   • First screen -> Select your inventory -> Top-left menu -> Custom fields
2. During Product Import
   • When importing a product list, you can define product custom fields during the verification step.
3. In Product Details
   • Navigate to the Details tab of any product to add product custom fields.
4. During Inventory Transactions
   • When adding entries or performing counts, access the Add Entry/Counter tab to create entry custom fields.

How to Use Custom Fields

Once created, custom fields work just like standard fields in Mobile Inventory:

• Add Values: Enter custom field values in product details or during inventory transactions.
• Display in Lists: Configure your products list screen to show custom fields (see how to change display settings).
• Include in Reports: Custom fields will appear in exported reports and data extracts.
• Search and Filter: Use custom fields in search operations and filtering criteria.

Best Practices

• Create only the custom fields you regularly use to avoid cluttering your interface.
• Use clear, consistent naming conventions for your custom fields.