Custom fields on products, locations, people and more

Every business tracks a few details nobody else does: a store number, a uniform size, a supplier's case pack, a route's key code. Tickets already let you add your own fields. The same goes for the other things in TicketStacker, so those details live next to the record instead of in a side spreadsheet.

Where to add fields

Company Admins go to Settings → Custom fields. It lists everything you can add fields to:

• Sales & Inventory: Products, Warehouses, Routes, Purchase orders, and Machines (ATMs and vending machines have their own page).
• Company: Locations and People (your company's members).
• Assets: Contact companies and Contact people.
• Retail: Vendors and brands.

Click one to open the field designer, or click + New field at the top and pick what the field is for. It's the same designer as a stack's ticket fields: add a field, pick its type (text, number, money, date, dropdown, checkboxes, a person, a location, a team and more), set its width, mark it required, and add help text. The preview shows the built-in details first, then yours. Click Save fields.

You only see the parts of the app you can use: Products, Warehouses and Routes need Inventory, and Vendors and brands need Retail.

Filling them in

Your fields appear under More details wherever that record is edited. On a product, they're part of the product form and save with Save product. Where a record has no form of its own (a purchase order), a More details card has its own Save details button. Filled-in values show as a short line on lists, and the Products list searches them too.

Admins see a link next to the fields to change them. Removing a field from the list hides it but keeps what was typed, so adding it back brings the values back.

Who can fill them in

Whoever can edit the record can fill in its fields: Inventory users for products, warehouses, routes and purchase orders; Admins for locations and people; Admins and asset type managers for contacts; Retail users for vendors and brands. Everyone in the company can see the values on locations, contacts and people.