Attributes Help Documentation

Modified on 05/15/2023 12:30 PM by Rob Gamble — Categorized as: Help Text, Private, Public, Support

Table of Contents [Hide/Show]

Custom Attributes
   Add a New Attribute
   Edit an Attribute
   Delete an Attribute
Assigning Attributes
    ...to a Customer
    ...to an Inventory Item
Removing Attributes

Custom Attributes¶

Custom Attributes are labels that you can assign to both Customer and Inventory records. They give you the ability to include, or exclude, specific customers or inventory items from reports. In example, an Attribute of "Discontinued Item" could be assigned to inventory items that the manufacturer no longer makes. Or, you could create a customer ranking system using Attributes of: Gold, Silver, Bronze.

Example of a report using Custom Attributes filters:

Customers with a Ranking of Gold or Silver will be included
Customers with a Ranking of Bronze will be excluded
Discontinued Inventory Items will be excluded

There are only two steps to utilizing Attributes. 1) Creating the Attribute and then 2) assigning the Attribute to the customer or inventory item.

To access the Custom Attributes screen, select Custom Attributes under Company:

Select Search to list all the current Attributes.

When using the Name search box, use a % before the text of the Attribute you are looking for. Select Search. Only those Attributes with that text will be displayed.

Add a New Attribute¶

From the Attributes screen:

Select Add New. The Details screen will open.
Type in the Name of your attribute.
Select Save.
Select Return to List. Your new Attribute will be listed.

Edit an Attribute¶

From the Attributes screen:

Select the Edit icon. The Details screen will open.
Update the Name as needed.
Select Save.
Select Return to List. The list will reflect your change.

Delete an Attribute¶

From the Attributes screen:

Select the Delete icon.
Select OK to confirm you want to delete the Attribute.

The Attribute will be removed from the list and it will be removed from all customer or inventory items it was assigned to.

Caution: It is not possible to recover a deleted Attribute, or which customers or inventory items it was assigned to.

Assigning Attributes¶

...to a Customer¶

From the Edit Customer screen:

Select the Custom Attributes link. The Assign Custom Attributes screen will open.
Under the Unassigned Attributes list, select the Attribute you are assigning.
Select Add>. The Attribute will move to the Assigned Attributes list.
Select Close.

To select multiple Attributes at one time, hold down the Ctrl key and then select each Attribute.

...to an Inventory Item¶

From the Edit Item screen:

Select the Custom Attributes link. The Assign Custom Attributes screen will open.
Under the Unassigned Attributes list, select the Attribute you are assigning.
Select Add>. The Attribute will move to the Assigned Attributes list.
Select Close.

To select multiple Attributes at one time, hold down the Ctrl key and then select each Attribute.

Removing Attributes¶

From the Assign Custom Attributes screen:

Under the Assigned Attributes list, select the Attribute you are removing.
Select < Remove.
Select Close.

To select multiple Attributes at one time, hold down the Ctrl key and select each Attribute needed.