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Purchasing & vendors · 3 steps

Customise purchase fields and columns

Add your own fields to vendors, purchase orders, receipts, bills and debit notes, and choose the columns each list shows.

Before you start: You need edit access to the record type you're customising.

1Open purchase settings

Go to Purchase & Vendors → Settings. The Custom Fields tab lists the extra fields you've added; Table Views controls the columns in each list.

Scalar360 screen: Open purchase settings
Numbered outlines show what to click, in order.

2Add a custom field

Choose the record type — Vendors, Purchase orders, Receipts, Bills or Debit notes — then choose Add field. Enter a Field name, pick its Type (text, number, date, a list of options, phone or file), tick Required if it must always be filled, and choose Add field.

Scalar360 screen: Add a custom field
Numbered outlines show what to click, in order.

3Choose the columns in a list

On Table Views, pick the list under Table and choose My view or the organisation default under Layout. Switch columns on or off and drag them into order — changes save automatically.

Scalar360 screen: Choose the columns in a list
Numbered outlines show what to click, in order.
Add a vendorSave a supplier's contact, GST and payment-terms details once, so you can raise purchase orders and bills against them.

Still stuck? Contact our support team — or start a free trial to try this in your own company.