User Defined Fields (UDFs) allow you to create custom fields for storing additional information related to Sales Orders, along with other modules such as Jobs, Assets, Agreements, Products, Contacts, and Purchase Orders. These fields are highly configurable and can be tailored to meet your organisation’s specific requirements.

Access Control
Only users with access to the Administration section of SAM can create or manage UDFs. Before planning or implementing UDFs, ensure that the appropriate permissions are granted.

Configuration and Display
UDFs for Sales Orders are displayed under the User Defined Fields window within the Sales Order module. This dedicated UDF window allows you to capture and manage additional Sales Orders-specific information, ensuring all relevant details are readily accessible.

Steps to Add a New Sales Order User Defined Field

To create a new UDF for Sales Orders, follow these steps in the Administration module:

1. Select a Module: Choose the Sales Orders module from the dropdown list.
2. Click the Add Button: Found below the list of existing custom fields.
3. Choose a Field Type: Specify the type of field you wish to create (e.g., text, number, date).
4. Insert a Field Name: Provide a descriptive name for the field.
5. Insert a Default Value: Enter a default value, if applicable.

By leveraging UDFs, you can capture and manage the specific Sales Orders-related data your organisation requires, ensuring flexibility and enhanced data management within the Sales Orders module.