Item detail fields can be linked to an empty field that accepts user input, or to a list of predefined choices.
User Input
To create a blank detail field that accepts user input:
- Use Inventory > Categories > List to find and Edit the category you wish to add the detail to.
- Click on the Details tab.
- Find the next unused detail and enter you Detail Name. In this example, we’ll be creating a detail to store chain length.
- Click the Detail Type drop-down. There are three options that accept user input:
NUM
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Only accepts numbers
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DOL
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Only accepts numbers and displays them as currency (dollars)
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TEXT
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Accepts any text characters
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- Because length will always be a number, we select NUM.
- Save your changes.
- The detail now appears as a field on all items in this category.
- This detail cannot be searched by yet. See the Advanced Options section for information on mapping this to a searchable database field.
Predefined List
To create a detail field linked to a list of choices:
- Use Inventory > Categories > List to find and Edit the category you wish to add the detail to.
- Click on the Details tab.
- Find the next unused detail and enter you Detail Name. In this example, we’ll be creating a detail to store chain finish.
- Click the Detail Type drop-down. All options below TEXT are lists. Select the Finish list to link it.
- Save your changes.
- The detail now appears as a field on all items in this category and there is a drop-down that shows the available choices from the list.
To create or modify a list:
- Click Administrative > Lists. A list of all lists will appear.
- To modify a list, select and Edit it.
- Current values in the list will be displayed. Each list item contains a Short Value (abbreviation) and Long Value (spelled out).
Add Item
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Create a new list entry
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Delete Item
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Delete a list entry
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Edit Item
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Edit a list entry
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Move Up/Down
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Change the order by moving list items up or down
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- After making any changes, be sure to save them with one of the save buttons at the bottom.
- To create a new list, click Administrative > Lists and use the Add button at the bottom. Then, add list items to it.