Specify which custom fields will be shown on orders/opportunitites, for every product category.
This article will cover:
Opening Products in Settings
To specify which custom fields will show on order row, open Products in Settings
- Select the Settings icon in the upper right corner of your Upsales screen.
- Select Settings.
- From the left-hand menu, select Products from the CRM section.
Specify which custom fields will show on order row
- Select the product category you want to edit by clicking the grey bar
- Select Show only the following fields on order row, and from the drop-down menu choose what custom fields you'd like to show on the product category.
- Click Save
- Now, when choosing this product category in Orders/Opportunities only the selected custom fields will show.