Configuring Custom Fields

Contents of this Topic: Show

Overview

orders

order details

customer

product (inventory)

supplier

Description of the Custom Fields Setup Screen

Custom Field Setup: Custom Text Fields tab

Tabs on the Custom Field Setup Screen

The fields on the tabs described below are the same regardless of which kind of custom field is being defined (Orders, Order Details, Customers, Products, or Suppliers).

Text Fields Tab

Example of Custom Text Field Setup screen: Custom Text & Numeric Fields tab

Numeric Fields Tab

Date Fields Tab

The formatting choices for Date custom fields and their Examples are:

        1. d-mmm-yyyy     (6-Dec-2010)

        2. mmm-dd-yyyy    (Dec-6-2010)  

        3. General Date      (12/6/2010)

        4. Long Date          (Monday, December 06, 2010)

        5. Medium Date      (06-Dec-10)

        6. Short Date          (12/6/2010)

Currency Fields Tab

Example of the Custom Field Setup screen: Custom Date & Currency Fields tab

 

  1. There are no additional format choices to be made for Currency custom fields.

Shared Lists Tab

Example of the Custom Field Setup screen: Shared Lists tab  

  1. Select the list to edit from the Shared List drop-down box in the upper left-hand side of the screen, or type in a name to create a new list.

    If you are creating a new list:

      1. Select the # of fields in this list radio buttons: 1 field or 2 fields. Select the adjacent Save button to create the list.

      2. To add the first item in the list, enter a value in the Text to Store text box on the left-hand side of the tab. If you are creating a two-field list, enter a value in the Text to Display field, as well. The Text to Display field is grayed out in the figure above because the 1 field radio button is was selected. In the case of a 2-field list, the Text to Store values are not displayed, but are used by the program in the background.

      3. Select Save Entry directly below the Text to Store and the Text to Display fields. The new entry or entries will appear in the list box to the right, under the appropriate column heading (also labeled Text to Store and Text to Display), as shown in the figure below.

Custom Field Setup screen: Shared Lists tab and two-field list

If you are editing a list:

Creating a Unique List

  1. Select View/Edit List that corresponds to the appropriate custom field. The Custom Field Setup screen changes, as shown below:

Custom Field Setup screen: Creating a unique list of values for the custom field

  1. Choose one of the # of fields in this list radio buttons: 1 field or 2 fields.

  2. Select Save.

  3. To add an item in the list, enter a value in the Text to Store text box. If you are creating a 2-field list, also enter the Text to Display, in the text box which is grayed out in the image above. In the case of a 2-field list, the Text to Store values are not displayed on the Custom Fields tabs, but they are used internally by the program.

  4. Select Save Entry, which is directly below the Text to Store and Text to Display fields. The new entry appears in the list box on the right.

  5. Repeat steps five and six for each additional value to be added to the unique list.

  6. To delete a list item, select it in the window to the right and select Delete Entry.

  7. Use the up and down arrow buttons to the right of the window to change the order in which the list entries are displayed.

  8. Select Done button to return to the Custom Text & Numeric Fields tab view of the Custom Field Setup screen. The custom field that was created with a unique list will now appear on the Custom Fields tab of the appropriate record type (Order, Customer, Inventory or Supplier).

Identifying Custom Fields Used by a Shopping Cart

Determine the Names of Custom Fields that are Exported by the Shopping Cart

  1. Open SEOM on the computer that you use to import orders.

  2. At the Main Menu, press Ctrl+Shift+ C simultaneously to display the Connection Information screen.

  3. Note the location of the Data Archives folder. The default path is c:\ stoneedge\data archives, but that can be altered by the user.

  4. This folder contains XML files that contain the details of the order information coming from shopping carts. Right-click on the most recent order file for the appropriate shopping cart system and select Open with...Word Pad.

  5. Examine a web order to determine whether it includes any fields that are not currently visible on the View Orders screen. Note the field's XML tag, e.g. <Custom Question>. This is the field name.

  6. Enter the field name in the appropriate custom field type text box on the Custom Field Setup screen, as described in the beginning of this article.

Customers

Inventory

Process Orders

Set System Parameters

Created: 3/1/12

Revised: 9/23/14

Published: 04/14/16