Follow the below step by step process to create a custom field for Inbound or Outbound order
Step 1 : Navigate to “Settings” > Company > Advanced Settings > Custom Field > Click on “Add”
Step 2 : Update the information as follows :
Entity Type : from the dropdown select “Product Transaction”
Entity Subtype : from the dropdown, select whether you want to create this custom field for an Inbound or Outbound order
Name : Give a name to this custom field
Type : from the dropdown, select “File” as the type of the custom field
Priority : it let’s you set the position of the custom field in the if there are multiple custom field for the orders.
Mandatory : enable the checkbox to make the custom field mandatory
Click on create
Your custom fields to collect documents while processing an inbound or outbound order are successfully created.
Note: To collect documents for a product in an inbound or outbound order, ensure the documents are uploaded under Files & Assets in the Reference Data.
