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Custom fields

Add custom fields to companies, contacts and orders in Allmoxy, require them, show them at sign-up, and pull them into output pages and financial exports.

Custom fields collect information Allmoxy doesn't have a box for: a PO number, a tax exemption ID, a customer's own account reference. Create them at Settings > Operations > Custom Fields, attach each one to companies, contacts or orders, and the value is then available as a variable on output pages and in exports.

Applies to: every shop. You need the Manage Custom Fields permission. If the page is missing, your company's primary contact or your CSM can turn it on: edit your contact, open User Permissions and tick Manage Custom Fields.

In this article

Create a custom field

The Custom Fields page with an order field and a company field

  1. Go to Settings > Operations > Custom Fields and click Add Custom Field.
  2. Under For, choose Company, Contact or Order.
  3. Enter the Field Name customers and staff will see, and the Variable Name used on output pages and in exports (letters, numbers and underscores; it can't be changed once set).
  4. Tick Allow customer to edit if customers should fill it in or change it. Leave it off for fields your team maintains.
  5. Tick Include in financial exports if the value should go to your accounting export.
  6. For an order field, tick Required field to make it mandatory before the order can go through. For a company or contact field, set Show during signup to No, Ask (optional at sign-up) or Require.
  7. Save.

Where the fields appear

  • Order fields sit in the order's sidebar, under the order name.
  • Company fields are on the company's settings page, above its tags.
  • Contact fields are on the contact's record.
  • Fields set to Ask or Require also appear on your customer sign-up page.

One useful combination: show a field at sign-up with Allow customer to edit off. The customer fills it in once when they register and can't see or change it in their settings afterwards.

Use the value on output pages and exports

Every custom field becomes a variable named after its Variable Name. On an output page (Settings > E-Commerce > Output Pages) pick it from the variable list to print it on work orders, packing slips or invoices. In an exporter it's available in the header and footer and in part export formulas. For a part export formula, open the part on the product and you'll find your custom fields in the variable sidebar. Fields with Include in financial exports ticked go to your accounting export.

Example: a customer PO number

To have customers give their purchase order number with every order and print it on your documents:

  1. Go to Settings > Operations > Custom Fields and click Add Custom Field.
  2. Under For, choose Order. Name it PO Number, with a Variable Name such as po_number.
  3. Tick Allow customer to edit so customers can type it. Tick Required field if every order needs one, and Include in financial exports if it should go to your accounting software. Save.
  4. Open your quote, confirmation or invoice page (Settings > E-Commerce > Output Pages), click where the number should print, and pick the field from the variable list.

Customers fill it in on the order's sidebar, under the order name. This is the customer's own PO number. Purchase orders you send to your vendors are a separate feature, under Supplies.

Things to know

  • Two different "must fill in" settings: Required field enforces an order field every time an order is placed; Show during signup: Require enforces a company or contact field at registration.
  • Some fields are created for you. Shops with QuickBooks connected see the fields it needs added automatically.
  • Variable names can't be renamed. Pick one you'll recognize on an output page later.

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