How to customize orders and add Custom fields?

Created by Tanya Derevyanko, Modified on Thu, 26 Oct 2023 at 09:25 AM by Tanya Derevyanko

If general information about your order is not enough and you need it to be more precise and detailed there is an option to customize it and add extra custom fields.


To enable this go to Settings -> Custom Fields -> Add Field




In the pop-up window, choose the field Type.



Give a Name to your custom field.



If you need to edit or delete some fields, you can simply do that in the same window.



All added fields will appear in the Add Order/Edit Order window.



To display your custom fields on the dashboard click on the Column configuration and activate the display of the required custom fields.





Your custom fields will be available for inserting in all types of email notifications. Just find the required place holder in the legend, copy it and paste where needed in the email subject, email body, or ePOD template.




You can also display custom fields in the driver's mobile app on Android devices. Just tick the box Available on mobile app for the driver to view the additional order info on the smartphone (1). To allow drivers to fill in this field in the mobile app and send the results to the web app, tick the next box - Editable on mobile app (2). Make it mandatory by ticking the last one - Required on mobile app (3).





 


 

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