In Evo, vendor custom fields (for example, a vendor website login and password) are set up under System Settings / Components / Custom Fields, using the Vendor record type. After you add the fields to the Vendor layout, you enter values on each vendor under Purchasing / Vendors.
Table of Contents
- Before You Begin
- Adding Vendor Custom Fields
- Entering Values on a Vendor
- Frequently Asked Questions
- Related Articles
Before You Begin
You need permission to open System Settings. Custom Fields is listed under Components in Settings.
Adding Vendor Custom Fields
Navigate to System Settings / Components / Custom Fields.
1. Open the Vendor row (Description: Vendor Details).
2. On the Vendor layout, use the field tools (for example Text) to add the fields you need, such as a site login and password.
3. Place the fields on the Vendor Details canvas, then click Save.
Note: The Custom Fields list also includes Vendor Catalog Item for supplier catalog records. Use Vendor when the fields belong on the vendor profile itself.
Entering Values on a Vendor
Navigate to Purchasing / Vendors and open the vendor.
1. Find the custom fields on the vendor screen (they appear after the layout is saved with those fields).
2. Enter the values for that vendor and save any required changes.
Frequently Asked Questions
1. Where did Legacy V3 vendor custom fields move in Evo?
Answer: Use System Settings / Components / Custom Fields, then open the Vendor record type. That is where you build the same kind of shop-specific vendor fields in Evo.
2. Why do I not see custom fields on a vendor yet?
Answer: The Vendor layout must include the fields and be saved. Until fields are added to the layout, the vendor screen will not show them.