Based on the previous article, we have already explained how to create a new custom field.

In this article, we will see the steps to apply the custom field you’ve created in the buy and sell tab.

To apply the custom fields to your bill/quote/order/invoice documents:

  1. Go to the respective Module in Buy and Sell Tab (Quote, Invoice, Order, Bill).
  2. In the Quote/Invoice/Order/Bill page, fill in the specific fields such as contact, products, the date the document is issued, the due date, discount rates, etc.
Click on the line item and select the custom field icon.
A dialog box will appear and select the checkbox for the fields applicable.

3. Click on the global custom field on the right hand side of the page or line item's custom field. A pop-up will appear and you can select the custom field created in the Custom Field Master.

4.  Click on the Save button.

5.  To view the global custom field and line item custom field for your bill/quote/order/invoice, click on the three dots of the respective documents.

6. This action will open the custom fields created in the documents. You can now view the custom fields created in the documents.

Congratulations! Finally, you have successfully learned how to apply the custom field that you've created in the Buy and Sell tab.