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Custom fields for items
Custom fields for items
Mart-Mattis Niinepuu avatar
Written by Mart-Mattis Niinepuu
Updated yesterday

With custom fields for Item custom it's easier to share extended item information with customers, suppliers, and coworkers. Custom fields can currently be made visible on Sales orders, Quotes, and can be requested via Katana's API. The information on custom fields can also be added to custom print templates for Sales orders.

Note: The custom fields functionality is currently in BETA. At this time, custom fields can only be created and shown on Sales orders and Quotes.

Creating custom field collection and fields

NOTE: Custom fields in Katana are available for the Advanced, Professional, and Enterprise plans (see more about subscription packages). If you're on the Essential plan, you will be asked to confirm the change to an Advanced (or higher) plan. You can choose a monthly or annual plan.

A Custom field collection can be created from Settings screen > Custom fields menu. A total of 10 unique custom field collections can be created.

Within each collection, you can create up to 3 different custom field. Visibility of the fields on different orders is chosen from the Places where shown column.

Assigning a collection to an item

A Custom field collection can be assigned to any product and material from the product and material card. A product or material can only have one custom field collection at a time.

NOTE: If you change a collection that's already been added to a product or material, all 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 an item's Variants table. This will allow you to give each item variant unique custom field values.

Custom field values accept a short text format and up to 100 characters.

Deleting 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 field, all values connected to the removed field will also be deleted.

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