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Product Ideas

Sales: Custom field on Enter Sales window

Experienced Cover User

41Posts

194Kudos

0Solutions

41 Posts
Experienced Cover User
New Zealand

It would be great to have some custom fields on the sales entry screen.  This question comes up very regularly with clients who are importers/exporters and also with mechanics.  They often have extra information they want on the invoice (that they don't want included in the body) and are already using all the fields such as Salesperson, Ship Via & Comment etc.  Ideally some fields they can name themselves (so that they don't need to think what am I using the ship via for?)

 

"Custom field on sales screen"

Current Status: Open
Last Changed: January 2014

Thanks for your feedback on the options available when entering invoices. We're certainly happy to consider looking into adding this feature, any others who want to see this added please remember to vote to show your support. Just to be clear, do you want a custom field or just an additional notes area to add information about the Invoice?

12 Comments
SPlanCHLOE
Experienced Cover User
19 Posts
Experienced Cover User

We've just started using the Sales 'Order' section in our 2017.1 MYOB; it would be extremely helpful to us if we could add in some custom fields i.e comments from the purchasing department which show on the sales order but don't show on the invoice (so customer won't see it).

At the moment the template is very 'set in concrete' with little room for customisation; is this something that could be looked into?

 

Examples of how it would help us:

Example 1: We create a quote in a seperate CRM system (lets call it quote 505A); it would really help if we could enter this number in a custom field on the order/invoice as a reference.

 

Example 2: Current order statud & comments from operations department: we would love to have an easy way to see the current status & progress of an order in MYOB; i.e purchasing adds a update at the bottom of the order 'Stock ordered from supplier, ETA into our warehouse is next week 1.7.17'. We would like this comment to stay on the order once it turns into an invoice, however isn't visible on the invoice template we send to the customer (would look very unprofessional!)

 

Thanks, look forward to hearing from you.

Tania-
Experienced Cover User
36 Posts
Experienced Cover User

Please add ability to include more custom fields.