Custom fields in Katana allow you to add detailed, specific information to products and materials. This feature enhances data visibility and documentation across sales orders, quotes, and via API, making it easier to share extended item information with customers, suppliers, and coworkers.
Creating custom fields
Note: Custom fields are available on the Standard, Professional, and Professional Plus plans
To create custom fields:
Navigate to Settings > Custom fields.
Click on + Create a custom field collection.
Name the collection.
Add up to 3 custom fields to the collection.
Specify where the fields should be displayed using the Places where shown column.
You can create up to 10 custom field collections.
Assigning a collection to an item
To assign a custom field collection to a product or material:
Open the product or material card.
Select the desired custom field collection.
Important: Each item can have only one custom field collection at a time. Changing the assigned collection will result in the loss of previously entered custom field values.
Filling custom field values
After assigning a custom field collection:
The item's Variants table will display new columns corresponding to the custom fields.
You can enter unique values (up to 100 characters) for each variant.
Deleting custom field collections and fields
To delete a custom field collection or individual fields:
Go to Settings > Custom fields.
Choose the collection or field you want to delete.
Note: Deleting a collection or field will also remove all associated values from items.
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