In this FAQ, we cover the following topics related to creating and configuring attributes:
1. Create an Attribute
Attributes allow you to add custom fields to the system’s various modules (client, vehicle, product, work order, etc.). The list of attributes configured for a module will automatically appear in the corresponding forms to facilitate data entry and tracking. In many forms, an Attributes tab will be added for this purpose if the option is enabled. You can configure various types of fields, such as dropdown lists or checkboxes.
To create an attribute, click Configurations > Attributes > +Add.
In the next window, enter the following information:
1. Title: Give the attribute a clear name. Example: fuel type, contract number, color.
2. Applicable to: purchases, work orders, bookings, chart of accounts, client, configurations, suppliers, products, projects, human resources, vehicles, sales.
3. Select the type: checkbox, date, multiple checkboxes, date, manual entry, multiple manual entries, amount, dropdown.
4. Options: one per line if the attribute type requires multiple options. Example:
- Gasoline
- Diesel
- Electric
5. Restrict by roles (optional). Example: administrator, advisor, client, external accountant.
- Allows you to limit the visibility of the attribute to certain users
- Useful for sensitive information or information specific to a department.
2. How to use attributes?
Once saved:
- Attributes will automatically appear in the records of the selected module
- Users can fill them out when creating or editing files
3. Best Practices
- Use clear and standardized names
- Prefer dropdown lists to standardize data
- Avoid creating unnecessary attributes
- Regularly check their relevance
4. Configurations
In the Configurations > Configurations menu, you can enable the system to make it visible.
In the Options tab, select the option “Activate the attributes system (personalized options for products, clients and others).” Click Save.
To display these in the lists, click the small gear icon next to Attributes. Select the attributes you want to display in the lists, then click Save and Close.
5. Point of Sale
In the Point of Sale, you can select the Attributes tab and create a new one by clicking + New.
In the Info tab, select the attribute and the value. Click Save.
6. Other Tabs
Depending on the attributes you’ve created, you can also view them in other tabs, such as Clients > Clients, then select a record.
In the Attributes tab, click +New.
In the Info tab, select the attribute and value. Click Save.
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