Creating a Custom Order Field

Order fields allow you to capture and report customer-specific order data. You may configure the type and kind of data, as well as the data field name and label. Buyer users may enter their data in a required or non-required text box, drop-down, or via radio buttons.

 

For example, your client requires users to enter a company-specific general ledger code with each order. With order fields, you may prompt users to enter this information on the cart page and not allow them to check-out without providing this information

To create a custom order field that will allow you to capture customer-specific information, follow these steps:

1.   Log into your Administrative interface.
2.   Click the "Admin" top navigation tab.
3.   Click the "New Order Field" link in left navigation bar.    
4.   You should now see the following:

5.   Enter a field name. This is a unique identifier for the field and will not appear to buyer users.
6.   Enter a label. This value will appear to buyer users on both orders and reports.
7.   Select a field type. You options are:
      a.   Text
      b.   Selection
8.   If you want the field to be required, check the box next to "Required."
9.   Allows forwarding to Supplier sets the order field to send the value selected on a PO to a supplier
10.   If you selected Text for the field type, complete the following:
      a.   Enter a default value (not required). The user may overwrite this value when configuring specifications. (It will appear as example text in the box.)
      b.   Enter the number of lines. This is the display height of the text box. One line will limit the user to a single line of text. Two or more lines will allow the user to key information in a multi-line format.
      c.   Enter a display width in pixels. This is the display width of the text box. In general, 12 - 13 pixels is sufficient for each character of text.
      d.   Enter a maximum length. This is the maximum number of characters a user will be able to enter.
      e.   Masked input forces the buyer user to enter information in the format entered in the box.  Leave the field blank to allow freetext entry.
11. If you chose Selection for the field type, complete the following:             b.  From the Selection Type drop-down, select either "Drop-down list" or "Radio Buttons."  
      c.  Enter selection values in the "Add New Options" box. You may add more than one value at a time. 
      d.   Click the "Add" button.
      e. Click the "Save" button at the bottom of the page.

To assign the order field you have just created to a buyer company, follow these steps:
    1. Click the "Buyers" top navigation tab.
    2. Select the desired buyer company from the list.
    3. Decide who will be using the order field: Company, group or user (NOTE: in the example below, this order field is being applied to a company).
    4. If you chose group or users, select the desired group or user from the list.
    5. Next, click the "Order Fields" tab.
    6. You should now see a list of all the order fields.
    7. Click the check-box next to the order field you wish to be associate with the chosen buyer. REMINDER: If a selection type order field was created with Explicit Option Assignment enabled, the Name column will be clickable.
    8. Click the "Update" button at the bottom of the grid.



Reference Material: None

Related Articles:
Editing an Order Field
Delete an Existing Order Field

Labels: Custom Order Field, Order Field, New Order Field, Assign Order Field