--- title: Using Custom Fields Created for Order Details. description: This article explains how to use custom fields created for order details. --- [Skip to content](https://hub.acctivate.com/articles/use-custom-fields-created-for-order-details#main-content) [Go to Customer Portal](https://hub.acctivate.com/tickets?hsLang=en) ![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg) - [Knowledge Base](https://hub.acctivate.com/articles) Open main navigation Close main navigation - [Knowledge Base](https://hub.acctivate.com/articles) - [Go to Customer Portal](https://hub.acctivate.com/tickets) - [Support Resources / Create Ticket](https://acctivate.com/support) [Support Resources / Create Ticket](https://acctivate.com/support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en) 2. [Sales](https://hub.acctivate.com/articles/sales?hsLang=en) 3. [Orders](https://hub.acctivate.com/articles/sales?hsLang=en#orders) April 14, 2025 # Using Custom Fields Created for Order Details. ## This article explains how to use custom fields created for order details. The Configuration Manager gives you the option of creating and defining custom fields unique to your business. The majority of the custom fields that you create, will be on a tab labeled **Custom** or **Additional Info** (SO/PO windows) for the specific windows that custom fields are created for, but with custom fields created for order details (i.e. **Sales Order Detail** and **Purchase Order Detail**), the fields are accessed from the **Custom Fields **button. #### **Opening Custom Fields in Order Details** 1. Custom fields for order details can be created for **Sales Order Detail** or **Purchase Order Detail**. Open the appropriate window based on the custom field you created in **Configuration**, either **Sales \> Sales Order** or **Purchasing \> Purchase Order**. 2. Create a new order (select **Add new order** button) or open an existing order. 3. After opening or adding items to the order, select a product detail line by clicking the solid gray bar to the left (in which an arrowhead will appear, and the line will be highlighted blue to show it is selected) to add information to its order detail custom field. 4. Click the **Custom Fields **tab located in the order footer pane. 1. ![custom fields footer](https://hub.acctivate.com/hs-fs/hubfs/custom%20fields%20footer.png?width=688&height=538&name=custom%20fields%20footer.png) 5. Enter information into the custom field and click the **Close** button. 6. Repeat steps 3-5 for each product detail line that needs information stored in its custom field. Note: Steps 3 & 4 can also be repeated to view the information in an order detail custom field; and to edit an order detail custom field just click the **Edit** button and perform steps 3-5. 7. Click the **Save** button when you have completed the order. You can show custom fields directly on the order detail grid by having an Acctivate admin add the custom fields in the **Options **menu.   - [Getting Started](https://hub.acctivate.com/articles/getting-started?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/getting-started?hsLang=en#basics) - [User Interface](https://hub.acctivate.com/articles/getting-started?hsLang=en#user-interface) - [Manager windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#manager-windows) - [List windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#list-windows) - [Transaction windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#transaction-windows) - [License and Users](https://hub.acctivate.com/articles/getting-started?hsLang=en#license-and-users) - [Email](https://hub.acctivate.com/articles/getting-started?hsLang=en#email) - [Getting Help](https://hub.acctivate.com/articles/getting-started?hsLang=en#getting-help) - [Installation](https://hub.acctivate.com/articles/installation?hsLang=en#main-content) - [Acctivate](https://hub.acctivate.com/articles/installation?hsLang=en#acctivate) - [Database Server](https://hub.acctivate.com/articles/installation?hsLang=en#database-server) - [Mobile WMS Setup](https://hub.acctivate.com/articles/installation?hsLang=en#mobile-wms-setup) - [Software Updates](https://hub.acctivate.com/articles/installation?hsLang=en#software-updates) - [Email Setup](https://hub.acctivate.com/articles/installation?hsLang=en#email-setup) - [Remote Access](https://hub.acctivate.com/articles/installation?hsLang=en#remote-access) - [Configuration](https://hub.acctivate.com/articles/configuration?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/configuration?hsLang=en#basics) - [Users](https://hub.acctivate.com/articles/configuration?hsLang=en#users) - [Company Info](https://hub.acctivate.com/articles/configuration?hsLang=en#company-info) - [Customers](https://hub.acctivate.com/articles/configuration?hsLang=en#customers) - [Sales Orders](https://hub.acctivate.com/articles/configuration?hsLang=en#sales-orders) - [Inventory](https://hub.acctivate.com/articles/configuration?hsLang=en#inventory) - [Custom Fields](https://hub.acctivate.com/articles/configuration?hsLang=en#custom-fields) - [Email Message Templates](https://hub.acctivate.com/articles/configuration?hsLang=en#email-message-templates) - [Services](https://hub.acctivate.com/articles/configuration?hsLang=en#services) - [Inventory](https://hub.acctivate.com/articles/inventory?hsLang=en#main-content) - [Products](https://hub.acctivate.com/articles/inventory?hsLang=en#products) - [Costing](https://hub.acctivate.com/articles/inventory?hsLang=en#costing) - [Prices and Units](https://hub.acctivate.com/articles/inventory?hsLang=en#prices-and-units) - [Warehouses and Locations](https://hub.acctivate.com/articles/inventory?hsLang=en#warehouses-and-locations) - [Lot Numbers](https://hub.acctivate.com/articles/inventory?hsLang=en#lot-numbers) - [Inventory Manager](https://hub.acctivate.com/articles/inventory?hsLang=en#inventory-manager) - [Receipts](https://hub.acctivate.com/articles/inventory?hsLang=en#receipts) - [Assemblies](https://hub.acctivate.com/articles/inventory?hsLang=en#assemblies) - [Kits and Assortments](https://hub.acctivate.com/articles/inventory?hsLang=en#kits-and-assortments) - [Landed Cost](https://hub.acctivate.com/articles/inventory?hsLang=en#landed-cost) - [Transfers](https://hub.acctivate.com/articles/inventory?hsLang=en#transfers) - [Adjustments](https://hub.acctivate.com/articles/inventory?hsLang=en#adjustments) - [Counts](https://hub.acctivate.com/articles/inventory?hsLang=en#counts) - [Reports](https://hub.acctivate.com/articles/inventory?hsLang=en#reports) - [Purchasing](https://hub.acctivate.com/articles/purchasing?hsLang=en#main-content) - [Purchase Orders](https://hub.acctivate.com/articles/purchasing?hsLang=en#purchase-orders) - [Purchase Order Manager](https://hub.acctivate.com/articles/purchasing?hsLang=en#purchase-order-manager) - [Purchase Invoices](https://hub.acctivate.com/articles/purchasing?hsLang=en#purchase-invoices) - [Vendors](https://hub.acctivate.com/articles/purchasing?hsLang=en#vendors) - [Customers](https://hub.acctivate.com/articles/customers?hsLang=en#main-content) - [Customers](https://hub.acctivate.com/articles/customers?hsLang=en#customers) - [Locations](https://hub.acctivate.com/articles/customers?hsLang=en#locations) - [Credit & Terms](https://hub.acctivate.com/articles/customers?hsLang=en#credit-terms) - [Pricing](https://hub.acctivate.com/articles/customers?hsLang=en#pricing) - [Broadcast Email](https://hub.acctivate.com/articles/customers?hsLang=en#broadcast-email) - [Sales](https://hub.acctivate.com/articles/sales?hsLang=en#main-content) - [Orders](https://hub.acctivate.com/articles/sales?hsLang=en#orders) - [Sales Order Manager](https://hub.acctivate.com/articles/sales?hsLang=en#sales-order-manager) - [Picking](https://hub.acctivate.com/articles/sales?hsLang=en#picking) - [Drop Shipments](https://hub.acctivate.com/articles/sales?hsLang=en#drop-shipments) - [Sales Tax](https://hub.acctivate.com/articles/sales?hsLang=en#sales-tax) - [Packaging](https://hub.acctivate.com/articles/sales?hsLang=en#packaging) - [Shipping](https://hub.acctivate.com/articles/sales?hsLang=en#shipping) - [Invoices](https://hub.acctivate.com/articles/sales?hsLang=en#invoices) - [Payments](https://hub.acctivate.com/articles/sales?hsLang=en#payments) - [Credits](https://hub.acctivate.com/articles/sales?hsLang=en#credits) - [Business Activities](https://hub.acctivate.com/articles/business-activities?hsLang=en#main-content) - [Business Activities](https://hub.acctivate.com/articles/business-activities?hsLang=en#business-activities) - [Business Alerts](https://hub.acctivate.com/articles/business-activities?hsLang=en#business-alerts) - [QuickBooks](https://hub.acctivate.com/articles/quickbooks?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/quickbooks?hsLang=en#basics) - [QuickBooks Online](https://hub.acctivate.com/articles/quickbooks?hsLang=en#quickbooks-online) - [QuickBooks Desktop](https://hub.acctivate.com/articles/quickbooks?hsLang=en#quickbooks-desktop) - [Mobile WMS](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#basics) - [Picking](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#picking) - [Receiving](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#receiving) - [Counts](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#counts) - [Assemblies](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#assemblies) - [Web Store Integrations](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#basics) - [Templates and Options](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#templates-and-options) - [EDI](https://hub.acctivate.com/articles/edi?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/edi?hsLang=en#basics) - [Orders - 850](https://hub.acctivate.com/articles/edi?hsLang=en#orders-850) - [Shipments - 856](https://hub.acctivate.com/articles/edi?hsLang=en#shipments-856) - [Invoices - 810](https://hub.acctivate.com/articles/edi?hsLang=en#invoices-810) - [Warehouse - 940/945](https://hub.acctivate.com/articles/edi?hsLang=en#warehouse-940-945) - [Reports](https://hub.acctivate.com/articles/reports?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/reports?hsLang=en#basics) - [Standard Reports](https://hub.acctivate.com/articles/reports?hsLang=en#standard-reports) - [Crystal Reports](https://hub.acctivate.com/articles/reports?hsLang=en#crystal-reports) - [Excel](https://hub.acctivate.com/articles/reports?hsLang=en#excel) - [Database](https://hub.acctivate.com/articles/database?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/database?hsLang=en#basics) - [Backup & Restore](https://hub.acctivate.com/articles/database?hsLang=en#backup-restore) - [Microsoft SQL Server](https://hub.acctivate.com/articles/database?hsLang=en#microsoft-sql-server) - [Imports](https://hub.acctivate.com/articles/database?hsLang=en#imports) - [Troubleshoot](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#main-content) - [General](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#general) - [Installation](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#installation) - [Inventory](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#inventory) - [Purchasing](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#purchasing) - [Sales](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#sales) - [Shipping](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#shipping) - [QuickBooks Desktop](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#quickbooks-desktop) - [QuickBooks Online](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#quickbooks-online) - [Mobile WMS](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#mobile-wms) - [Web Store Integration](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#web-store-integration) - [EDI](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#edi) - [Reports](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#reports) - [Database](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#database) - [Imports](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#imports) - [Email](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#email) - [Integrations](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#integrations) [![Acctivate Inventory Software](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg "Acctivate Inventory Software")](https://acctivate.com) Acctivate Knowledge Base [mailto:support@acctivate.com](mailto:support@acctivate.com) Copyright © 2025, Alterity, LLC