Custom fields
GuideLast checked on 15/10/2026
Create additional fields for orders, quotes, line items, customers, items and categories – with type, group, options and required flag.
With custom fields you record details that allverto doesn't have out of the box – such as a project number on the order, the roast profile on the item or the agreed delivery times with a customer.
Where are custom fields available?
| For | Set up under | Fill in in the |
|---|---|---|
| Transactions (quotes, orders) | Sales settings → Custom fields, "Applies to" Transaction | transaction editor, Custom fields section |
| Line items | same, "Applies to" Line item | transaction editor, Custom fields (line item) |
| Customers | same, "Applies to" Customer | customer window, custom fields in groups |
| Items | Item settings → Custom fields | item window, Custom fields tab |
| Categories | Item settings → Categories | category window, Custom fields tab |
You open the settings windows in the respective area at the bottom left via Settings – see Settings window per area.
Before you start
- Fields for transactions, line items and customers can be changed by roles with "Manage document defaults (payment methods, process statuses, text templates, custom fields)".
- Fields for items and categories can be changed by roles with "Edit items".
Step by step: create a field for orders, line items or customers
- Sales area → Settings at the bottom left → Custom fields.
- Click Create field.
- Choose Applies to (Transaction, Line item or Customer) and the Type:
- Text, Text (multi-line), Number, Date, Yes/No, Selection
- Secret (masked) – the value is only shown hidden
- Enter the Label (e.g. "Project number") and the Key (e.g.
projekt_nr; lowercase letters, digits and underscore only). The key cannot be changed later because the saved values depend on it. - Optionally a Group, e.g. "Logistics" – fields in the same group appear together in one section. Existing groups are suggested; empty = no group.
- For the Selection type, enter the Options (one value per line or separated by commas).
- If needed, turn on the Required field switch – transactions or customers then cannot be saved without a value. With the Active switch you can hide a field later without deleting it.
- Save.
The list shows the fields separated by transaction, line item and customer, with the markers Required and Inactive. Use the pencil to edit a field and the bin to delete it; if it's already used on transactions, deactivate it instead.
Fields for items and categories
- Items area → Settings at the bottom left → Custom fields (for categories: Categories).
- Create a new field: Name, Type (Text, Number, Selection, Yes/No or Date), for Selection the Options (one per line), optionally a Group and the Required field switch.
- Right-click a field: Edit…, Archive or Restore and Delete… – deleting is only possible as long as no item uses the field; otherwise archive it.
Using custom fields
- Filling in: in the windows as shown in the table above.
- Automations can set custom fields of orders, customers and items and check them in conditions – see Triggers, conditions and actions.