While Booqable comes with standard fields, like a customer's name and a product's SKU, you may want to add custom fields to capture additional information that's important for you or your customers.

In this article:


What are custom fields?

Typical examples of custom fields include project types for orders, contact information for customers, or warehouse locations for products.
You can use them for internal processes, to inform your customers, or to ask customers for information.

Here's an overview:

  • You can create custom fields for orders, customers, and products.
  • Custom fields can have different input types, like "text", "phone", or "dropdown".
  • You can show custom field data on your documents.
  • You can use custom field data in your email templates.
  • You can populate custom fields for orders and customers from your online store's checkout by mapping them to checkout fields.
  • Exported Excel and CSV files include the data stored in your custom fields.
  • The information stored in your custom fields is available for automation integrations (like Zapier) and through the API.


Creating custom fields

  1. Go to Settings > Custom Fields.
  2. Click Add new field in the customer, order, or product section.
  3. Give the field a label (name).
  4. Choose the data type.
  5. (Optional) choose the documents on which you want to show the data.
  6. Click Save.

Note: To populate a custom field from your online store's checkout, it needs to be mapped to a checkout field.


Custom field data in Booqable and on documents

Where to view and edit the information stored in custom fields and where custom fields show on your documents.

Customers

  1. Click Customers and then click a customer.
  2. The custom fields are added to the Information tab.

Custom field information for customers is 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.

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.

Custom field information for a product is displayed on its product line.


Custom field data in email templates

You can use variables in your email templates to quickly populate your emails with custom field data.

Variables for custom fields have the following structure:

{{context.custom_field.field_id}}

You'll need to replace the context and the field_id to target the correct custom field:

  • The context can be order, customer, or product.
  • To find the field_id, go to Settings > Custom fields and view a custom field:

Custom field variables for customers and orders

So putting it all together, a variable for a customer's address could look like this:

{{customer.custom_fields.contact_address}}

And a variable for order packing notes could look like this:

{{order.custom_fields.packing_notes}}

Custom field variables for products

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}}.

Here's an example:

{{#order.lines}}
{{product.custom_fields.tubes_tires}}
{{/order.lines}}


What's next?

Use checkout fields to collect custom field data from your online store's checkout

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