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Packages - Preferences

Let’s have a look at the various preferences you can configure for Packages module in Zoho ERP.

Here’s how you can configure preferences for your packages:

  • Click the Gear icon on the top right corner of the Home page.
  • Select Packages under Inventory module settings.

Field Customisation

You can add multiple custom fields for packages and assign different data types for each one of them. You can edit them, mark them as inactive, make them mandatory, choose to show them in PDFs, delete them and configure access for specific roles by clicking the dropdown on the right corner of each created custom field. However, permanent fields cannot be deleted or edited.

Validation Rules

You can configure customised rules to validate the data entered while creating, editing, or converting transactions and to prevent users from performing specific actions. You can create alert messages when users tend to create packages that does not fall under your validation rules. These validation rules can be applied to all transactions or for some transactions based on your preference.

You can create new custom buttons in packages to perform customised actions for your transactions or open external links. You can create them using deluge script and execute actions based on the functions you add. You can select where to display your custom buttons in the location field.

You can create related Lists in packages to fetch data from third-party services and view them within Zoho ERP. Alternatively you can use lookup custom field to fetch data from another module without switching in between.

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