22 | Store Maintenance "Custom Info" Tab

This article covers a brief overview of the "Custom Info" Tab for Stores which is very similar to other Custom Info setups found throughout BackOffice. Custom Info - or Custom Fields - allow for additional configuration options to be created and set as required by the Organization for each Store. The available variety includes up to 10 Flag fields, 5 Number fields, 5 Date fields and 20 Text fields that can be set up for Reporting and Filtering purposes.

This article covers a brief overview of the "Custom Info" Tab for Stores which is very similar to other Custom Info setups found throughout BackOffice.

Custom Info - or Custom Fields - allow for additional configuration options to be created and set as required by the Organization for each Store. The available variety includes up to 10 Flag fields, 5 Number fields, 5 Date fields and 20 Text fields that can be set up for Reporting and Filtering purposes.

Prerequisites

To access Store Settings, the applicable Operator Privileges will need to be enabled

Operator Maintenance 'General' Tab

System Setup: "Access Venue, Stores & Tills" Flag
System Setup: "Maintain Venue, Stores & Tills" Flag

Editing Custom Fields

To edit the fields in the Store Custom Info tab, click on the Edit Custom Fields button in the bottom right corner
A new window will open allowing for editing and adding to the Custom Fields

From this window, to add or edit a field, simply click into the field and type the desired text
After the Custom Fields are added/edited they will appear on the Custom Info Tab and can be optionally selected or used for each Store as required
To add Value Entries for Text Fields, click in the Values field - which will open an additional, small window where Values can be added

Types of Custom Fields

Custom Field Type	Description
Flag Fields	Flags can be added to the Custom Info Tab to be selected for the Organization's Stores Up to 10 Flags can be customized for any purpose that is relevant
Number Fields	Numbers can be added to the Custom Info Tab to associate any relevant numbers for the Organization's Stores Up to 5 Number Fields can be customized for any purpose that is relevant
Date Fields	Date Fields can be added to the Custom Info Tab to be associated with any relevant dates for the Organization's Stores Up to 5 Date Fields can be customized for any purpose that is relevant to the Organization's Stores
Text Fields	Additional Fields can be added to the Custom Info Tab to be customized for the Organization's Stores Up to 20 Text Fields can be added for any purpose that is relevant

Step-By-Step Guide

Clicking on the Edit Custom Fields button will open a Custom Fields window where the fields can be edited
Within this window, click in a Field Name area to begin Editing
For Text Fields, add Values to select from for each Text Field Name as well; double-click in the Value Field to open a window for Multiple Entries
When finished, click OK

Example

On the left is how the fields would look after being added in the Edit Custom Fields window
In the center is how the fields would look within Store Maintenance, but prior to any selections being made
On the right is how it may look after selections have been made

In Use

Custom Fields can be used in Reporting by adding any or all Custom Fields to a Report View
After being an added to a Report View the Report can be sorted and/or filtered as required

For example, the Custom Text Field called "Happy Hours" can be added to the Standard View for the Till Summaries Report
Then using the filter, the Report can be adjusted to only display records matching the desired filter - in this case, Stores matching the selected Custom Info field being filtered to the specific Value of "4pm-6pm"

22 | Store Maintenance "Custom Info" Tab

Custom Field Type

Description