Customize field access and add custom fields in Zoho POS's Items module to suit your specific needs.
Summary
Managing Inventory in Zoho POS involves customizing field access and adding custom fields in the Items module to suit specific needs. The fields in the custom module can be customized based on requirements. Access to a particular field can be defined based on roles in Zoho POS, with options to grant Read and Write, Read only permission, or hide the field. To configure access, go to Settings> Preferences> Items, click the Field Customization tab, and then click the Down Arrow> Configure Access. Specify the permission and click Save. Custom fields can be added to the Items module, with a maximum of 46 custom fields allowed. To add a custom field, go to Settings> Preferences> Items, select the Field Customization tab, and click + New Custom Field. Enter the label name, specify the date type, and enter the default value if required. Click Yes to make the field mandatory and Yes to display it in transactions and PDFs. Click Save to complete the process. This allows users to tailor the inventory management system to their specific needs and requirements.
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The fields in the custom module can be customized based on your requirements.
Configure Access
Access to a particular filed can be defined based on the roles in Zoho POS. You can either grant Read and Write, Read only permission, or choose to hide the field.
To configure access
Go to Settings > Preferences > Items.
Click the Field Customization tab.
Click the Down Arrow > Configure Access.
Specify the permission and click Save.
Add custom fields
Apart from the default fields, custom fields can be added to the Items module. A maximum of 46 custom fields can be added.
To add custom fields
Go to Settings > Preferences > Items.
Select the Field Customization tab and click + New Custom Field.
Enter the label name (field name) and specify the date type from the drop down list.
Specify the default value to be displayed in the field if required.
Click Yes if you want to the field to be mandatory.
Click Yes if you want this field to be displayed in transactions and PDFs.
