Custom fields for items allows you to add detailed, specific information to products and materials.
With custom fields, it's easier to share extended item information with customers, suppliers, and coworkers. The information on these fields can also be added to custom print templates for sales orders (SOs).
Find out how to create, assign, and manage custom fields to enhance documentation and data visibility across sales orders, quotes, and via API.
Creating custom fields
NOTE: Custom fields in Katana are available for the Standard, Professional, and Professional Plus plans (see more about subscription packages). If you're on a Starter plan, you will be asked to confirm a change to a higher plan (monthly or annual).
To create custom fields, you'll first need to create a Custom field collection. Within each collection, you can create 3 different fields. A total of 10 custom field collections can be created.
Head to the Settings screen and choose Custom fields from the side menu.
Click on + Create a custom field collection and name the collection.
You can add up to 3 custom fields to the collection. Choose where the fields can be shown from the Places where shown column.
Assigning a collection to an item
From the product and material card, a custom field collection can be assigned to any product and material. A product or material can only have one custom field collection at a time.
Note: If you change a collection after it has been added to a product or material, the previously filled custom field values will be lost.
Filling custom field values
After assigning a custom field collection to an item, columns for the fields will be created in the item's Variants table. Then you can give each item variant unique custom field values.
You can enter a short text format of up to 100 characters for custom field values.
Deleting a custom field collection and custom fields
Custom field collections and custom fields can be deleted from Settings screen > Custom fields menu. Whether deleting an entire collection or only a single field, all values connected to the field will also be deleted.
Your feedback is always appreciated. Let us know your thoughts on this article or anything else in Katana that you'd like to see improved: [email protected]