This guide covers the creation and management of additional information fields in sales functions within the Netvisor system. Additional information fields are available for internal tracking of customers, products, offers, orders, and invoices. These fields allow you to add desired extra information to sales functions (customer card, product card, offer, order, and invoice). All this additional information is for internal use within Netvisor, so customers do not see the additional information stored for them unless specific fields are selected to be visible, for example, on an invoice.

CONTENTS

Management of additional information fields

Open the management of additional information fields by selecting Company basic data and settings > Additional settings > Additional information fields.


Create a new additional information field and edit an existing additional information field in the same view.

Adding a new additional information field

Proceed as follows when you want to add a new additional information field:

  1. In the view, click the Add new additional information field link.
  2. Enter the name of the additional information field.
  3. Select the required visibility settings (see Options for data visibility).
  4. Select the Type of the additional information field (see Type).
  5. Save the additional information field.

If you select Dropdown list as the type, add the values of the dropdown list only after you have saved the basic data of the additional information field.

Options for data visibility

  • Visible to customer = visible on the customer card.
  • Visible on invoice = visible on offer, order, and invoice.
  • Visible on product = visible on the product card.
  • Visible on task = visible in task information (if the company has the CRM section in use).

Leave the visibility options empty if the additional information does not need to be visible to the customer, on the invoice, on the product, or on the task. You can still use the additional information as limiting conditions in search functions (extended search in customer and product listings, as well as in sales order and sales invoice lists).

Type

  • Dropdown list = the values of the dropdown list are defined by the user.
  • Text = a field where text can be entered.
  • Decimal number = numeric field.
  • Date = date field.

Setting values in a dropdown list

Proceed as follows when you want to add values to a dropdown list when creating a new additional information field:

  1. Create the additional information field and save its name, visibility settings, and type Dropdown list.
  2. Return to the edit view of the additional information field, where the table containing the values of the dropdown list is visible.

Add a new value to the dropdown list as follows:

  1. Click the Add a new value to the dropdown list link.
  2. On the page that opens, enter the desired value.
  3. Save the value.
  4. You are automatically returned to the Additional information field page; check that the added value is visible in the table.

Editing an added value

Edit a value in the dropdown list as follows:

  1. In the table, click the name of the value to be edited.
  2. On the page that opens, change the text of the value.
  3. Save the value.
  4. Check that the updated information is visible in the table.

Deleting an added value

Delete an added value as follows:

  1. Find the value to be deleted in the table.
  2. Click the red cross shown next to the value.

Example of using an additional information field 1.

Use an additional information field to track the customer source as follows:

  1. Create an additional information field whose name describes the customer source, for example Customer source.
  2. Select Dropdown list as the type.
  3. Save the name and visibility settings of the additional information field.
  4. Manually add the required options to the dropdown list, for example meeting, campaign, advertisement, and website.
  5. Select the additional information field to be visible only in customer information.
  6. On the customer card, save the correct customer source for each customer.
  7. Use the customer source information as a search criterion in the extended search of the Customer listing and, for example, report all customers acquired through advertisements.

View and edit the additional information field on the customer card tab Edit additional information fields.

Once you have saved the customer source behind the customers, use the extended search in the Customer listing, select the additional information field as the search criterion, and, for example, report all customers acquired through advertisements.

Example of using an additional information field 2.

Use additional information fields to show the country of arrival and the pickup and export location on the offer, order, and invoice as follows:

  1. Create an additional information field for the country of arrival and select Dropdown list as the type.
  2. Create additional information fields for the pickup and export location and select Text as the type.
  3. Select the additional information fields to be visible on the offer, order, and invoice.

In this example, the country of arrival is saved in the additional information fields as a dropdown list, and the pickup and export location as a text field.

View the additional information fields on the Additional information tab of the offer and order, where these added additional information fields are visible.

On the sales invoice, you can find the additional information fields via the Sales invoice functions button.

Print the additional information fields so that they are visible on the invoice material. Note that the additional information fields do not go to the e-invoice message.

Frequently asked questions

Question: In which sales functions can I use additional information fields?

Answer: Use additional information fields for customers, products, offers, orders, and invoices. The additional information fields are for internal use in Netvisor, unless the fields are specifically selected to be visible, for example, on an invoice.

Question: How do I open the management of additional information fields?

Answer: Open the management of additional information fields by selecting Company basic data and settings > Additional settings > Additional information fields.

Question: How do I add a new additional information field?

Answer: Click Add new additional information field, enter the field name, select the visibility settings and type, and save. If the type is Dropdown list, add the dropdown list values after saving.

Question: How do I add, edit, and delete dropdown list values?

Answer: Add a new value by clicking Add a new value to the dropdown list, entering the value, and saving. Edit a value by clicking its name, changing the text, and saving. Delete a value by clicking the red cross shown next to the value.

Question: Are additional information fields visible to the customer?

Answer: Additional information fields are for internal use in Netvisor. The customer does not see the additional information unless the field has been selected to be visible, for example, on an invoice. The additional information fields do not go to the e-invoice message, but they are printed on the invoice material if they have been selected to be visible.

Question: Can I use additional information fields as search criteria?

Answer: Yes. Use additional information fields as limiting conditions in the extended search in customer and product listings, as well as in sales order and sales invoice lists.

Question: How can I track the customer source using an additional information field?

Answer: Create an additional information field, for example Customer source, select Dropdown list as the type, add options (e.g. meeting, campaign, advertisement, website), select the field to be visible in customer information, and save the customer source on the customer card. Use the field as a search criterion in the extended search of the Customer listing.

Question: How do I show the country of arrival and the pickup and export location on the offer, order, and invoice?

Answer: Save the country of arrival in an additional information field as a dropdown list and the pickup and export location in a text field. Select the fields to be visible on the offer, order, and invoice. View the fields on the Additional information tab of the offer and order, and on the sales invoice via the Sales invoice functions button.

Keywords: Netvisor, additional information fields, sales, customer card, product card, order, invoice, dropdown list

 

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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