Custom Fields

Overview

Create additional fields to capture business-specific information across various modules, extending Mezan's core functionality to meet your unique requirements.

Custom fields allow you to tailor Mezan to capture information specific to your business needs that isn't covered by the standard fields, ensuring your system can track and record all the information you need on your transactions.

Custom fields is a premium feature and is not included in all plans. Check Mezan's pricing and subscription management pages for more details.

Custom Fields Types

Mezan supports the following types of custom fields:

  1. Text: For text inputs, such as extra reference numbers (for example: buyer's purchase order number), or names of additional people involved in the transaction.
  2. Number: For numerical values, such as quantities, counts of days or installments, or other numeric values.
  3. Date: For calendar dates, to specify things like payment installments due dates, or other relevant dates along with the transaction.
  4. Select: For predefined options, to select from a list of options. For example, you can create a select field for types of conditions on the sale, or guarantee periods, with predefined options.
  5. Currency: For currency values, this is similar to the number field, but it is formatted to display the currency symbol and decimal places.

Supported Transaction Types

You can limit which transaction types accept the custom fields you create. You can assign one or more transaction types to be active for a custom field.

Custom fields are currently supported for the following transaction types:

  1. Sales Quotations
  2. Sales Invoices
  3. Sales Receipts
  4. Credit Notes
  5. Purchase Orders
  6. Purchasing Invoices
  7. Purchasing Receipts
  8. Debit Notes
  9. Manual Journals
  10. General Receipts
  11. Inventory Stocktakes
  12. Inventory Transfers
  13. Fixed Assets

Custom Fields Form Fields Explained

  1. Record Types: Select which document types this field will appear on (Sales Invoices, Sales Quotations, etc.). You must select at least one.
  2. Field Name: Enter a descriptive name for the field. This is optional and is for reference only on the custom fields definition.
  3. Field Type: Choose the field type from the dropdown. The types are explained above. This is a required field.
  4. Default Value: Optionally set a default value. This is useful if you want to pre-fill the field with a value when a new transaction is created. Incase of date fields, the default can be set dynamically as number of days from the current date, use negative values for dates in the past.
  5. Sort Priority: Set the display order priority (e.g., 100 will be displayed before 200)
  6. Required: Toggle if the field must be filled before saving
  7. Show in Printed Documents: Enable to display this field on printed forms. Some fields are not relevant to be printed, such as internal reference numbers, or other properties that you only need for internal tracking.
  8. Active: Toggle to enable or disable the field without deleting it. This is useful if you want to temporarily disable a field without deleting it.

Benefits of Using Custom Fields

Custom fields provide a few benefits:

  1. Flexibility: Custom fields allow you to capture information that is not covered by the standard fields, ensuring your system can track and record all the information you need on your transactions.
  2. Filtering and Tracking using additional Data: Custom fields allow you to filter for your transactions using additional properties, such as additional reference numbers, or other properties that you only need for internal tracking.
  3. Printing: Custom fields allow you to display additional information on printed forms, such as additional reference numbers, or other properties that you only need for internal tracking.
  4. Combine with Custom Templates: Custom fields can be combined with custom templates to create more advanced and dynamic documents.