BillBook allows you to add custom fields for purchases, enabling you to capture additional information like internal notes, order references, or any other details relevant to your business. 🚀📊
🔹 Enabling Custom Fields for Purchases #
✅ Go to → Settings → Business Settings
✅ Find the section: Label for Purchase Custom Fields
✅ Enter a label for each custom field (e.g., Order Reference, Internal Note, Project Code).
✅ To make a field mandatory, check the “Is Required” checkbox.
📌 Once a label is added, the custom field is automatically enabled in the Add/Edit Purchase and View Purchase screens.
📋 Using Purchase Custom Fields #
1️⃣ Add or Edit Purchase:
- The custom fields will appear in the Add/Edit Purchase form.
- Fill in the relevant details for each custom field.
2️⃣ View Purchase:
- Custom fields can be viewed alongside other purchase details in the View Purchase screen.
🚀 Benefits of Using Purchase Custom Fields #
✅ Capture specific information related to purchases.
✅ Customize fields to match business requirements.
✅ Ensure consistency by making fields mandatory.
✅ Improve record-keeping and reporting.
With BillBook’s Purchase Custom Fields, you can tailor purchase entries to suit your business needs efficiently! 🚀🔧
Let me know if you need any refinements! 😊
