How to Create a Custom Field

Introduction #

Custom fields allow you to tailor the data collection to meet your specific business needs. This article provides a step-by-step guide on how to create and manage custom fields in the Cosmic ERP Accounting module.

Prerequisites #

There are no specific prerequisites required to create a custom field.

Steps to Create a Custom Field #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to Accounting System
   • Once logged in, locate and click on the Accounting System from the main menu.
3. Access Accounting Setup
   • In the Accounting System, find and click on the ‘Accounting Setup’ option.
4. Select Custom Field
   • Click on the ‘Custom Field’ option within the Accounting Setup section.
5. Create a New Custom Field
   • Click on the create button to initiate the creation of a new custom field.
6. Enter Custom Field Details
   • Custom Field Name: Enter a name for the custom field.
   • Type: Select the type of custom field from the dropdown menu.
   • Module: Select the module where the custom field will be applied.
7. Create Custom Field
   • Once all information is entered, click on the ‘create’ button to finalize and save the custom field details.

Conclusion #

Creating a custom field in the Cosmic ERP Accounting module is a straightforward process that helps you collect and manage data tailored to your business needs. Following these steps will ensure your custom fields are accurately recorded and easy to manage.