Global, Venue, Store, Till & Device Setups

19 | Venue Maintenance "Custom Info" Tab

This article covers the "Custom Info" Tab in Venue Maintenance and the relevant configurations made within BackOffice. Custom Info - or Custom Fields - allow for additional configuration options to be created and set as required by the Organization for each Venue. 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 the "Custom Info" Tab in Venue Maintenance and the relevant configurations made within BackOffice.

Custom Info - or Custom Fields - allow for additional configuration options to be created and set as required by the Organization for each Venue. 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 Venue 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 Venue 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 Venue 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 Venues
  • 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 Venues
  • 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 Venues
  • Up to 5 Date Fields can be customized for any purpose that is relevant for the Organization's Venues
Text Fields
  • Additional Fields can be added to the Custom Info Tab to be customized for the Organization's Venues
  • Up to 20 Text Fields can be added for any purpose that is relevant

 

 
 
 

Step-By-Step Guide
  1. Clicking on the Edit Custom Fields button will open a Custom Fields window where the fields can be edited
  2. Within this window, click in a Field Name area to begin Editing
  3. 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
  4. 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 Venue 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 them 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 "Utilities Co." (Text #3) 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, Venues matching the selected Custom Info field being filtered to a specific Value