What are Custom Fields? - While SureDone is packed with plenty of awesome features by default, we know that every business is unique. Custom fields allows you to tailor the system to your processes by adding a field to every product listing that is searchable, amp-able, and exportable. (i.e. "Warehouse Location" could be a custom field that can be used to indicate where exactly the item is stored in a warehouse).
Custom fields are available for both products and orders. We're going to focus on product custom fields here.
Customers use these fields for just about anything. Here's how to make some of your own.
1. Go to Settings > Custom Fields
2. Click "Add Field" under "Products" as indicated in the screenshot below:
3. Enter Custom Field Information (explanation of fields below):
Label: This is how the field will be displayed in the product editor in the Custom Field section or on your storefront if you choose to display it. This is often the same as "Name" with spaces and capitalization added
Name: This will create a new header in your SureDone database. It should be all lowercase letters and no spaces. It will now export with your CSV, to update using bulk upload, you will use this header name.
Note: SureDone will not allow you to create a customer field with a name that already exists in your database. If you are having an error, try using a different header name.
Type & Length: These two go together. This tells the database what type of variable the field is and how much information it should set aside to store it. The length value varies based on the type of variable.
Varchar - a string of text characters; Max length that can be input is 500 (For longer text use "Text" or "Longtext" below)
Bool - True/False; Leave length blank
Date - is a date type yyyy-mm-dd; Leave length blank
Int - Integer number, no decimals (like stock count); Length is maximum number of digits
Float - Decimal Number; Length is in format (X,Y) where X is number of digits before the decimal and Y is the number of digits after the decimal
Ex. (6,2) can be any number with 6 digits and 2 decimal values, such as 123456.01 ext - a body of text; up to 56,000 characters Length is the maximum number of characters (do not put more than 56,000 - you must use Longtext for that)
Longtext - a longer body of text Length is the maximum number of characters
Default: This is the default value for the field; leave blank if you want no default value.
Other Settings: The default settings are usually fine for these, but if you want to change some, here are the details.
Null - leave unchecked (and set to false) unless advised by a SureDone account manager Index - "True" will make the field searchable in the admin database, you won't need this for most fields
Displayed - "True" will display this field on eBay listings and your Storefront publicly (i.e. ‘Designer’ would probably be ‘True’, but ‘Warehouse Location” would be ‘False.’) Only set values to true if you want your customer to see the information
Searched - "True" means customers can search by this field on your storefront
Sorted - "True means customers can sort your listings by this field on your storefront
Separator - "Character used to separate values, default works best usually
4. Once you have all the fields filled out, Click Save changes.
How To: Create Custom Fields For Orders
Order Item Fields:
Custom fields may now be created for Order items, the purpose of this is for advanced functionality such as drop shipping to vendors, exporting product details to other sources and/or other advanced order management functionality. These also can be added and mapped to make fields searchable in the Orders search. There are already fields that are searchable by default (i.e. date, ordernumber, etc) but if there is any other information that is helpful to search through the orders with it can be added. Once the fields are added and mapped, they will show up in the Custom Fields>Order Items section.
Add Order Item Fields:
The Add Order Items Fields section allows the user to add new order related custom field. The process is similar to adding product custom fields, but will only show in the individual Order page in the Product Info section and can be added as a column in the View All Orders page. These fields can also be mapped to default or custom product fields as well which will be covered later in this guide. The following shows how a custom order item field can be added:
Delete Order Item Field:
Similar to product custom fields, to delete a custom order item field, the user can expand the Delete Order Item Field section and select one or more fields to delete. Afterwards, the "Confirm Delete" toggle is turned on and will remove the fields from the Order Item Fields after "Save Settings" is clicked. See below screenshot for reference:
Order Item Field Mapping:
This option allows the user to map custom order item fields to default or custom product fields and have whatever value populated for the item there show in the individual order page or in the column in the View All Orders page if added as one. The following screenshot displays the toggle "Order item mapping" when you try editing an existing field under Custom Fields> Order Items:
Once you enable the "Order item mapping" toggle - you will see the drop-down of custom fields that you can map it against. Select the required field and Save changes.