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📄Store Maintenance "Custom Info" Tab

This article covers a brief overview of the "Custom Info" Tab for Stores which is very similar to other Custom Info setups found throughout BackOffice. 

Overview

Custom Info - or Custom Fields - allow for additional configuration options to be created and set as required by the Organization for each Store. 

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 Store 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 Store 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 Store 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

 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 Store 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 any or all Custom Fields 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 "Happy Hours" 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, Stores matching the selected Custom Info field being filtered to the specific Value of "4pm-6pm"