How to
- Open an entry screen — a purchase, sale, memo, return, transfer, payment or expense — and press Customise at the top. The panel says Applies to everyone in your company.
- Header fields lists the fields at the top of the screen; Line columns lists the columns on each line of stones. Drag a row or use ▲ ▼ to move it, untick Show to hide it, and press Rename to give it your own name.
- To add your own, press + Add header field (or + Add line column). Give it a Name and a Type — Text, Number, Date, Dropdown or Checkbox — and choose where it shows. Tick Required if it must be filled to save, then Add field.
- Press Save layout. Reset to default puts the screen back as it came.
- In Stock and the document lists, press Columns to choose what you see, and drag a heading to move a column. View ▾ → Save this layout as a new view… keeps the filters, columns, order, widths, grouping and sorting.
Good to know
- Only people with the Customise screens permission see the Customise button — the Owner has it. Everyone else sees the company’s layout.
- The fields a document can’t exist without are marked always shown and can’t be hidden.
- A number field in the Summary panel can add to or subtract from the final amount — set Calculation when you add it.
- Archive hides one of your own fields without losing what was typed in it; Restore brings it back.
- Your views follow you to any computer. Tick Share with everyone in the company to share one, and choose Make it the company default so everyone opens with it.
Related
- Reference data: shapes, colours and other lists
- Finding, filtering and exporting your stock
- Adding your team: users, roles and branches
Still stuck? WhatsApp or call us on +91 97262 88072, or use Help & support inside Avirat — we’ll see the screen you’re on.