Entering Custom Order Info

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.

Once you manually create an order-level custom field, you can edit the value by selecting it within the grid, modifying the value, then selecting < Tab > on your keyboard to save the new value. To remove the 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.

Once you've entered custom fields, you can continue to the next order section—Order Charges. If you'd like to come back and edit the order at a later time, don't forget to click Save!

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