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Vendor File Custom Fields

Custom fields help capture specific details that standard fields don’t cover, like warranty contacts or preferred ordering methods, keeping everything in one place.

Adding Custom Fields To Vendor File

  1. In the Vendor File under the Custom Fields tab click on drop down arrow to select custom field.

Custom field headers are created in the Vendor Custom Field settings

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  1. Select Custom Field header

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  1. Click plus icon to add header to custom field tab

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