Customer Order Extra

Overview

Updated 04/24/2023

 

Add a new Extra Field

Add options to the Drop Down

 

 

The Extra item of the Customer section is used to record auxiliary data in various categories regarding the customer.

• Click here for information about using the Transaction Extra field
• Click here for information on setting up Invoice Extra fields

 

 

 

Add a new Extra Field

1. Click on the Admin Tools button
   
   
   
   
2. Click on Config Choice
   
   
   
   
3. Click the Add New button
   
   
   
   
4. Fill out the fields for adding a new Field
   1. Category Type: CustomerOrderExtra
   2. Choice Code: (Type the new Extra field name)
   3. Description: (Type a brief description of the field
   4. Select (Locations): Select the Branches/Locations that should have access to this
   5. Click 'Save'
      1. It is recommended to restart the application to see the changes
         
         

 

Add options to the Drop Down

This will allow the fields to be listed in their respective sections

1. Click on the Admin Tools button
   
   
   
   
2. Click on Config Choice
   
   
   
   
3. Click on ChoiceProperty Tab
   
   
   
   
4. Type (or select): CustomerOrderExtra
   
   
   
   
5. Choose an option in the 'ChoiceCode' Column
   1. Example of some of the options available
      1. Note: You can have the same Choice in multiple sections
         
         

         Choice Name	Choice Category
         ACA Admin Fee	Other
         Badge ID	Other
         Call Frequency	AssignmentExtra
         PO Number	InvoiceExtra
         Cost Code	InvoiceExtra

         
         
         
         
6. Determine if you want the new field to be available to specific, or all, Branches
   1. To apply to all Branches
      1. Click Apply changes to all Branches
      2. Click Go
         
         
         
         
   2. To apply to specific Branches
      1. Individual Branch
         1. Select a Branch from the 'Select Branch' dropdown menu
         2. Select a Branch from the 'Branch' column in the results
            
            
            
            
7. Scroll to the right, to see the ValueList and ValueType fields
   1. Hover over the 'ValueList' to see all the options:
      
      
      
      
      
      
8. Click into the record you want to edit
   1. To add a new value
      1. Go to the end of the list of values
      2. Type the new option
         1. Must have a comma before each option
         2. Do not include spaces after the comma
            1. 1. Example:       ,Sunday
                  
                  
                  
                  
      3. Click on another field and then a pop up will appear
         1. Asks if you want to apply the change to all Branches
            1. Yes = All Branches
            2. No = Only the Branch you made the change on
               
               
               
               
   2. To remove an option
      1. Click on the values in the 'ValueList'
      2. Remove the options you don't want
         1. Make sure there are no spaces after commas
         2. Verify there isn't a comma at the end of the options
      3. Click on another field and then a pop up will appear
         1. Asks if you want to apply the change to all Branches
            1. Yes = All Branches
            2. No = Only the Branch you made the change on
               
               
               
               
9. Once done, please restart the application