While Booqable comes with standard fields, like a customer's name and a product's SKU, you may want to add extra fields to store additional information that's important for the running of your rental business.
Typical examples of custom fields include project types for orders, contact information for customers, or warehouse locations for products.
How it works
Custom fields can be added to your customer profiles, your manual order information, your online checkout, and your product information.
You can use custom fields for internal communication with your team, or to ask customers for extra information.
Adding a custom field
1. Go to Settings > Custom Fields.
2. Click Add new field in the customer, order, or product section. To add a custom field to the online checkout, click here.
3. Give the field a label (name).
4. Choose the data type. This is how the custom field will appear, seen from the choices in the image below.
5. (Optional) choose the documents on which you wish to display these custom fields.
6. Click Save.
Where to find custom fields in Booqable
Customers
Click Customers and then click a customer.
Your new custom fields will be added to the Information tab.
💡Note: Custom field information for customers is also displayed in the header of your documents.
Orders
1. Click Orders and then click an order.
2. The custom fields are added in the Information section.
💡Note: Custom field information for orders is displayed in the header of your documents, just like custom field information for customers.
Products
1. Click Products and then click a product.
2. The custom fields are added to the Settings tab.
Best practices
1. Displaying custom fields in emails
You can use variables in your email templates to quickly populate your emails with newly created custom fields.
Variables for custom fields have the following structure:
{{context.custom_fields.field_id}}
You will need to replace the context and the field_id to target the correct custom field:
The context can be
order,customer, orproduct.To find the
field_id, go to Settings > Custom fields and view a custom field:
So putting it all together, a variable for a customer's address could look like this:
{{customer.custom_fields.contact_address}}
Variable's for order packing notes could look like this:
{{order.custom_fields.packing_notes}}
Like other email variables for products, custom fields for products are always added in an order line section. This section renders product lines for all products on an order. It begins with {{#order.lines}} and ends with {{/order.lines}}, like below.
{{#order.lines}}
{{product.custom_fields.tubes_tires}}
{{/order.lines}}
2. Exporting custom fields from Booqable to an Excel and CSV file
Exporting information from the Orders, Customers, and Products page will allow you to retrieve important data stored in your custom fields. This will automatically export with the rest of the page information when conducting any kind of export from your Booqable account.
This can be helpful for exporting extra customer details like 'Industry description', or extra product specifications for camera rental businesses.
You're all set!
You have now successfully learned how to add custom fields to customers, orders, and products in Booqable.