QuickBooks POS: QuickBooks POS Using Custom Fields

 

Today we will show you how to make a custom field on your inventory items and on your customer.

Let’s begin:

1. On you QuickBooks point-of-sale screen go to “FILE” and “PREFERENCES” then click “COMPANY”.
   
2. Company Preferences will appear, click on the “My Field Labels”.
   
   1. This will appear on your screen.
      

Now, let’s make Custom Field for our Customer.

1. Check a field you want to use, for example “Inventory custom field” and you label it as a “Lead Time”.
   
2. Then click “SAVE” on the lower right corner of the screen.
3. Now go to “Item List”
   
4. Item List screen will appear, click one of the items for example “CLEATS” then click “EDIT” on the right side of the screen.
   
5. You have now a Lead Time on you Edit Inventory Item. You can now put a lead time for your item, for example you put “5 Days”. Then click “SAVE”.
   
6. On your Item list you can right click on the column then choose “Customize Columns” and click “Lead Time”.
   
7. Then “Lead Time” will add up to your column. Now there you have it, you have a Custom Field for your Lead Time on your Inventory item.
   

Now, let’s make Custom Field for our Customer.

1. On you QuickBooks point-of-sale screen go to “FILE” and “PREFERENCES” then click “COMPANY”.
   
2. Company Preferences will appear, click on the “My Field Labels”.
   
   1. This will appear on your screen.
      
3. Check any of the field in Customer Field you want to use. Then rename it, for example “Membership Level”.
   
4. Then click “SAVE” on the lower right corner of the screen.
5. Now go to “Make a Sale”
   
6. Sales Receipt screen will appear, go to “Enter customer name or phone”. Then click “Add New Customer”.
   
   
7. Add Customer screen will appear. Now put a new customer and put a Membership level on it. For example, you put a new customer in a “Bronze Member” in the Membership level. Then click “SAVE”
   1. Note: All you checked in Customer Custom Field will appear here.
      
8. Now go to “Customer List”.
   
9. On your Customer List screen right click on column then choose “Customize columns” and click
   
10. Then “Membership Level” will add up to your column. Now there you have it, you have a new Custom Field for your Membership level on you Customer List.