Managing Simple Custom Shipping Fields

This article provides a series of guides for correctly managing the simple custom fields of shipping orders. Within this guide, the following topics are covered:

• Enable a custom header field.
• Disable a custom header field.
• Edit the name of a custom header field.
• Enable a custom item field.
• Disable the custom item field.
• Edit the name of a custom item field.

Enable a custom header field

Essential criteria:

• The user must be a super administrator.

Steps to enable a custom header field:

1. From the main menu, go to the Setup.
2. Go to the Customization menu and then to the Shipping orders configuration menu.
3. In the Header fields section, check the Custom boxes depending on the number of fields you want to enable.      
    
4. Click the Update button.
5. The previous step will allow you to see the new fields in the header of the shipping order.

Disable a custom header field

It is possible to disable a custom field that will no longer be used to prevent it from being visible in shipping orders.

Essential criteria:

• The user must be a super administrator.
• When disabling a field, users will lose access to the data previously entered in that field on previous orders.

Steps to disable a custom header field:

1. From the main menu, go to the Setup.
2. Go to the Customization menu and then to the Shipping orders configuration menu.
3. In the Header fields section, uncheck the boxes of the custom fields.
4. Click the Update button.
5. The previous step will remove the corresponding fields from the header of the shipping order.

Edit the name of a custom header field

In most cases, custom fields need a name different from the default to make it easier for collaborators to identify the data. For this reason, users with the appropriate permissions can edit these names.

Essential criteria:

• The user must have the Customize field titles permission enabled.

Steps to edit the name of a custom header field:

1. From the main menu, go to the Setup.
2. Go to the Customization menu and then to the Customize field titles menu.
3. Click the Shipping tab, and then enter the new name for the corresponding field.
4. Click Save. This will display the new names in the header of the shipping order.
5. Additionally, when the field name is changed, it will also change in the Shipping orders configuration.                          

Enable a custom item field

Essential criteria:

• The user must be a super administrator.

Steps to enable a custom item field:

1. From the main menu, go to the Setup.
2. Go to the Customization menu and then to the Shipping orders configuration menu.
3. In the Line item fields section, check the box for Custom 1 and/or Custom 2.                    
4. Click the Update button.
5. The previous step will allow you to see the new fields in the lines of the shipping order.

Disable a custom item field

It is possible to disable a custom field that will no longer be used, which will make it invisible in shipping orders.

Essential criteria:

• The user must be a super administrator.
• When disabling a field, users will lose access to the data previously entered in that field on previous orders.

Steps to disable a custom item field:

1. From the main menu, go to the Setup.
2. Go to the Customization menu and then to the Shipping orders configuration menu.
3. In the Line item fields section, uncheck the corresponding boxes.
4. Click the Update button.
5. The previous step will remove the corresponding fields from the lines of the shipping order.

Edit the name of a custom item field

In most cases, custom fields need a name different from the default so that collaborators can clearly identify what each field in the order refers to.

Essential criteria:

• The user must have the Customize field titles permission enabled.

Steps to edit the name of a custom item field:

1. From the main menu, go to the Setup.
2. Go to the Customization menu and then to the Customize field titles menu.
3. Click the Shipping Lines tab, and then enter the new name for the corresponding field.            
4. Click Save, this will display the new names in the lines of the shipping order.
5. Additionally, when the field name is changed, it will also change in the Shipping orders configuration.