Last updated: 11.11.2022

Applies from: 2020.10.00 and later

Adding fields and checkboxes in order reception

It is possible to choose which fields, drop-down lists and checkboxes are to be visible, important stops, mandatory to complete (required) and which are to be displayed in capital letters. For more information, see Order entry settings (window). Certain fields can also be set up to be mandatory when a particular customer is selected, see Setting which fields are mandatory for a particular customer below.

Adding a field, drop-down list or checkbox

For example, to add the Extra dimension1 field to the Dimensions section in order reception:

  1. Click on Settings > Offices > and on the Terminology tab.

  2. Give the Extra dimension1 field a name.

  3. Click on to save all changes.

  4. Click on Settings > Order reception > Order settings.

  5. Select the configuration to be changed from the list on the left. Click on the Form flow tab.

  6. Search for Extra dimension1 and select the checkbox in the Visible column.

    Once the changes have been saved, the Extra dimension1 field will be displayed in the Dimensions section of order reception.

    • Check the checkbox in the Mandatory column if the field is mandatory to fill in.

    • Check the checkbox in the Major stop column to allow users to go to the field by pressing Enter.

    For more information on settings for shifting between fields in order reception, see The tab order in order reception.

  7. Select the checkbox in the Upper case column if the name of the field should be shown in capital letters.

  8. Click on to save all changes.

Setting which fields are mandatory for a particular customer

Under Register > Customers, on the Order Settings tab in the Mandatory fields in order reception box, it is possible to see which fields can be set as mandatory to complete for a particular customer, for example Reference, Freight bill number and Extra ID 1.

This is how to add the Extra ID 1 field in the Data section of order reception and make it mandatory to fill in when a particular customer is selected in order reception:

  1. Click on Settings > Offices > and on the Terminology tab.

  2. Give the ExtraID1(order) field a name, for example “Invoice reference”.

  3. Click on to save all changes.

  4. Click on Settings > Order reception > Order settings. Click on the configuration to change in the list on the left, for example High resolution.

  5. Click on the Form flow tab and search for Extra ID1.

  6. Select the Visible checkbox on the Extra ID1 row. (If the Mandatory checkbox for the Extra ID1 row were also to be selected here, the Extra ID 1 field in the Datasection of order reception would be mandatory for all customers).

  7. Click on to save all changes.

  8. Click on Register > Customers. In the list on the left, select the customer for whom the Extra ID 1 field should be mandatory.

  9. Click on the Order Settings tab in the Mandatory fields in order reception box and select the Extra ID 1 checkbox.

  10. Click on to save all changes.

  11. To set the Extra ID 1 field to be mandatory to complete for more customers, repeat steps 8-10 above for each customer to which this setting should apply.

    (To make the field mandatory for all customers, select the checkbox in the Mandatory column for Extra ID1 on the Form flow tab under Settings > Order reception > Order settings) instead.

The Extra ID 1 field is now displayed in the Data section of order reception and is mandatory for the customers for whom it has been set as mandatory.

Deleting a field, drop-down list or checkbox

To delete a field, drop-down list or checkbox from order reception, proceed as follows:

  1. Click on Settings > Order reception > Order settings.

  2. Click on the setting to be changed in the list on the left. Click on the Form flow tab.

  3. Search for the field, drop-down list or checkbox to be deleted, for example by typing its name in the search box.

  4. Deselect the checkbox in the Visible column.

  5. Click on to save all changes.

See also