Product and Service Fields
Product and Service Fields (also known as inventory fields) contain the details associated with the items or services your business offers. These fields can vary depending on the product or service, and they help manage attributes such as pricing, stock levels, descriptions, and other essential information.
Why Can I See Fields in Edit Service/Product Item, Quotations, Data Capture, or Assets Tab?
To allow users to see and amend a particular field on a record or in a grid view, you must ensure that the field is set to be visible for each relevant Base Category. This visibility setting is crucial for making the field accessible and editable.
Field visibility for products and services is managed through Settings ➡️ Inventory ➡️ Manage Categories, where you can control how fields are displayed for each Base Category.
Here's how you can manage field visibility:
Enable: The field appears in customer asset records, making it accessible in the Assets Tab for customer accounts
Grids: Displays the field in the asset grid found in the Assets Tab of customer records
Data Capture: Enables the field in Data Capture, accessed from a sales order record
Label: Allows you to rename the field for a specific product category to match your business or user needs
For example, consider enabling the Recurring Sell Price for Asset records for Mobile Services:
Navigate to Settings ➡️Inventory Configuration ➡️ Product Categories
Next Mobile➡️ Service Core Field
Scroll to find the Recurring Buy field and check the respective fields:
Notice the field appears in the asset grid once the changes are saved
And in the records ➡️ Mobile tariffs Asset Tab ➡️ Edit Service Window
Custom Service and Product Fields
If your system includes custom fields, they will be shown in dedicated tabs and can be managed just like other standard fields. You can adjust these custom fields to suit your unique business requirements.
TIP
Use the tabs at the top of the screen to configure fields separately for products and services, allowing more granular control over how your data is captured, displayed, and used within different sections of The Layer.