User defined fields in Sales Orders can be set at either the Header level or the Line Detail level. Up to 30 fields can be used. If stored at Header level only one set of values will be saved for each order. If stored at Line Detail level then each product line could be saved with its own additional field values.

Once set at Header level or Line Detail level it is inadvisable to switch.

To set this up go to the Menu option: Setup > Sales Orders > Additional Fields

By default fields are plain text strings. To create a drop down list of items click

Enter the required text in “Create New” and then click

Once you have created a list of drop downs you will see there are 3 small icons next to each. The arrows will allow you to rearrange the list and the minus will remove the option.

You can then add the fields to a tab so you can collect the information needed. Please click here for steps on how to add the field to the tab.