Basic Functions in Custom Modules
Let’s take a look at how you can create a custom module and add the required fields in Zoho Books.
IN THIS PAGE…
Create Custom Modules
Let’s take a look at how you can create custom modules in Zoho Books. To create:
- Go to Settings and then Preferences.
- Click the + icon next to Custom Modules.
- Enter the Module Name (Eg. Debtor) and the Plural (Eg. Debtors) form of the module name.
- Click Save.
The custom module you create will be listed under the More section on the left sidebar.
Add Fields
To help you fully craft your custom module, Zoho Books provides you the option to create fields with different data types. Here’s how:
- Go to Settings and then Preferences.
- Select the custom module for which you wish to create new fields.
- Click + New Field in the top right corner of the Field tab.
- Enter the necessary details.
- Click Save.
You can edit, delete or mark a custom field inactive in Zoho Books.
Insight: Each data type has a certain limitation to the number of custom fields that can be created.
Add Records
Once you’ve created a custom module and added fields, you can create a record and enter the details. Here’s how:
- Click More in the left sidebar and select the custom module (say, Debtors) in which you want to create a record.
- Click the + New button in the top right corner of the page.
- Enter the necessary details.
- Click Save.
Insight: Records are the data entered in the custom module. For example, an invoice you create would be considered a record in the Invoices module.
Import Records
If you have records for your custom module records in a different software, you can import them. Here’s how:
- Go to More and select the Custom Module (say, Debtors).
- Click the Hamburger icon in the top right corner of the page.
- Select Import Custom Module (Debtors, in this case).
- Click the Choose File button next to Upload File.
- Choose the Character Encoding for your file.
Insight: Character Encoding is used to pair numbers with characters. By default, the Unicode Transformation Format (UTF-8) encoding is used which supports a wide range of characters that go beyond 8 bits.
- Click Next.
- Ensure that all the fields are mapped correctly in the Map Fields page.
- Mark the box near Save these selections for use during future imports if you want to use the similar import format the next time.
- Click Next.
- In the Preview window, click Import.
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