Set Up Custom Fields for Inventory Items

Related topics

Set up and use custom fields

Set up an inventory item

Set up master stock and substock items

Set up an assembly item

Perform other inventory tasks

Read the inventory item defaults overview

Custom fields offer you a way to keep track of specific information about your inventory items. Each business is unique. While we already provide fields to record most common business data, you probably require other information from time to time. Custom Fields lets you set up and store that data.

To set up custom fields for inventory items, click the Inventory Items navigation aid on the Inventory & Services Navigation Center and select Set Up Inventory Defaults. Select the Custom Fields tab in the Inventory Item Defaults window.

Set up the custom fields you need to store additional information about each item. For example, you may want to label items by color (blue, green, red, and so on). You would enter the label as Color. When you are entering an item, you would enter its color on the Custom Fields tab, in the field labeled Color.

Select the Enabled check box to enter or change the field label. If you decide not to use a field, simply uncheck the Enabled check box. The data will remain, but it will not be accessible. If you decide you want to use the field label again, check the Enabled box, and the program will make the data available.

There are three steps to setting up and recording custom fields:

  1. Set up and enable custom field names in Inventory Item Defaults.
  2. Enter custom field data for each item record in Maintain Inventory Items.
  3. View and print the data in Inventory reports.

Examples

Custom fields let you use your imagination. What do you really need to know about your inventory? Below are examples of inventory item custom fields you could set up.

Field Name

Data Entered

Alternate Vendor

the vendor to use if the primary vendor (stored in Maintain Inventory) is not available

Secondary Location

further define the location of this item in your warehouse or building

Shipping Weight

the shipping weight of one unit of the product

Frequency

if a service, indicate how often it is usually supplied

Preferred Brand

indicate the preferred company of manufacture