Overview
The UDF module allows you to add fields that are not included in the default Spire program. There are several types of data fields that can be added and they can then be given parameters for how the data is to be formatted. Once entered, this data can be added to stock or custom reports.
An example would be if a food product in inventory needed the ability to be identified to whether it is ‘Gluten Free’. This could then be printed on to packing slips and invoices.
The UDF tab appears in all modules so extra data can be added wherever it is required. The data can be organised into several tabs so that information can be grouped.
The types of fields that are available are:
- Text
- Multiline Text
- Integer
- Numeric
- Currency
- Percent
- Date
- Boolean
Each of these types can then have validation added to them. For instance, you can specify if a date field is allowed to be a blank, if it defaults to blank or to today’s date. The date can be forced to be within the current month or in to current fiscal year.
Each field added can be set to be ‘Required’ so that a record cannot be added without filling in that field. An example would be when creating a new customer, the UDF field “Wants Emailed Newsletter” and the options are a drop down of ‘Yes’ or ‘No’ the person adding that new customer would be forced to select one of the choices before saving.
To be able to edit the User Defined Fields’ structure the user requires the setting ‘Edit UDF Structure’ under Edit/Users/General to be turned on.