With custom fields, you can fill in values on each sales order (SO), see them as columns on the Sell screen, filter and sort by them, save custom views, include them on PDFs, and export them.

Note: If you don't see custom fields, check out this article.

Filling in SO custom fields

Open an SO.
Scroll to the custom fields section on the SO card.
Click any field to fill in or update it.
Changes are saved automatically when you click out of the field.

Show/hide custom fields

The custom fields section on a SO card is collapsible. Click the arrow next to Custom Fields to collapse or expand it.

Your shown/hidden setting is then remembered across all SOs. If you minimize a section, it stays minimized on every SO until expanded again.

Adding custom fields to the Sell screen table

Custom fields don't appear as columns on the Sell screen by default. You can decide which custom fields you want to see.

Go to the Sell screen.
Click the gear icon found at the top right of the table.
Find your custom field(s) from the list.
Check the box to show the column (or uncheck to hide it).

The column appears immediately. Your column choices are automatically remembered and can be saved or discarded.

Reorder or remove columns

Reorder — drag a column header to a new position.
Remove — toggle the column off in the column picker, or right-click the column header and choose Hide column.

What shows on the Sell screen

The Sell screen table shows order-level custom fields (the ones defined on the SO).

Custom fields defined on SO rows (line items inside an order) are managed and filled in on the SO directly — open an order to see its line items, and custom field columns on the rows are configured per user via the row grid's column picker. They aren't surfaced as columns on the top-level Sell table, where each line represents a whole order.

Open and Done tabs on the Sell screen

The Sales order tab of the Sell screen has two tables: Open (orders in progress) and Done (completed orders). Custom field columns, filters, sort, and saved views all work on both tabs, configured independently.

The default sort:

Open: orders are listed by rank (the order you've manually arranged them in). When no other sort is applied, rank ascending is the default.
Done: orders are listed by picked date, most recent first, by default.

Filtering by custom fields

You can filter the Sell screen by any visible Custom Field column.

Make sure the custom field is added as a column.
Hover over the column header, and a filter icon appears.
Click the filter icon and choose an operator.

Operators depend on the field type:

Field type	Operators
Text, URL	Contains, equals, is empty, is not empty
Number	Equals, greater than, less than, between, is empty, is not empty
Date	Equals, before, after, between, is empty, is not empty
Checkbox	Is checked, is unchecked, is empty
Single-select	Is, is not, is empty, is not empty
Multi-select	Contains any of, contains all of, does not contain, is empty, is not empty

Enter the value or pick from the list.

You can filter on multiple columns at once.

Sorting by custom fields

You can sort the Sell screen by any custom field column.

Click Sort above the grid to open the Sort Bar.
Pick the column you want to sort by, and the direction (ascending or descending).
To sort by additional columns at the same time, click + Add sort or hold Shift and click another column header. Each added column becomes a second, third, and so on sort key.
The grid sorts by the first column, breaks ties using the second, and so on.

To remove a sort, click the × next to that entry in the Sort Bar, or click Clear sort to remove all.

Tip: Multi-column sort with Shift + click. Holding Shift while clicking column headers to quickly chain sorts without opening the Sort Bar each time.

Sort uses the natural order of the field type: alphabetical for text and URL, numeric for numbers, chronological for dates, checked-before-unchecked for checkboxes, and the order you defined for Single-select and Multi-select options.

Default sort on the Open table

The Open table is sorted by rank by default, the order you've manually arranged your open orders in. When you apply any other sort, the rank column is automatically disabled, and you won't be able to drag-and-drop rows or rerank them until the custom sort is cleared. Hovering the rank column shows a tooltip explaining this.

On the Done table, the default sort is picked date, most recent first, and you can clear it at any time.

Saving a personal view

If you've set up a useful combination of custom field columns, filters, and sort, you can save it as a personal view and switch back to it any time.

Saved views are per user — they're not shared with others on your account.

Custom fields on printed documents (PDFs)

Custom fields can be included on invoices, packing slips, and other PDF templates.

Whoever edits PDF templates places the custom field where it should appear on the document.
Once placed, the field's value prints on every SO generated from that template.
If a SO has no value for the field, the field area prints blank.
If a custom field used on a template is later removed, the template still renders — the field area appears blank.

Custom fields in exports

If you export from the Sell screen, the export includes the columns currently visible in your view, filters and sort applied.

A few things to note:

The export contains the orders you see — your active filters apply. Clear filters if you want the full list.
Custom field columns appear in the export when they're visible in your view.