Customization

Custom Fields for Dealer-Specific Data

Configure additional inventory metadata such as shade code, quarry source, batch notes, or customer-facing labels.

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9 min read
Custom fields are the difference between generic software and a workflow that matches your warehouse.

Choose the right field type

Text fields are best for notes, dropdowns work well for standardized options, and checkbox or multi-select fields are good when multiple values can apply to one item.

Make fields searchable

Mark the most important fields as searchable so the team can find inventory by vendor, finish, source, or any internal tag that matters to the business.

Order fields for warehouse speed

Arrange frequently used fields near the top of the form to reduce scrolling and make data entry feel fast even on mobile devices.

Keep a naming rulebook

Standardize option text like colors, finishes, and grades. This improves the quality of reports, filters, and search relevance.

Need implementation help?

We can help with imports, Drive sync, custom field planning, and team onboarding.

Talk to the team

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