The Custom Order Info section allows you to input transactional custom fields on an order. If an order is created via EDI or REST API, these attributes are auto-populated based upon your predetermined connection settings and are often referred to as saved elements.
Custom fields can be created on an ad-hoc basis, which this article reviews. They can also be pre-configured under Customers > Custom Fields, in which they will automatically populate in this section. For more information on custom fields, please see Understanding Custom Fields.
This article reviews how to manually add ad-hoc custom fields to an order.
Order-level custom fields
To create an ad-hoc, order-level custom field, click + Add New Custom Field, enter a Name and Value for the field, then click Save. The new custom field will populate in the grid.
To remove a manually created order-level custom field, select the custom field from the grid, then click Delete.
Line-item-level custom fields
Ad-hoc line item custom fields are added under the Order Line Items section on an order. To create a line-item-level custom field, add or edit a line item, then click + Add in the Custom Fields section. Enter the 'Name' and 'Value', then click Add or Save at the bottom of the dialog.
To remove a manually created line-item-level custom field, select the relevant line item from the grid, click Edit, click the Delete icon next to the custom field, then click Save.