Create Customized Fields

With Rackbeat’s Premium subscription, you can create your own custom information fields for products, customers, suppliers, invoices, and more. These Custom Fields can be added to your PDFs, overviews, and your B2B webshop.

 

Workflows are often highly specific, which means two companies rarely operate in exactly the same way. Unfortunately, many systems don’t give you much flexibility to tailor them to your unique needs. As a result, you may end up relying on workarounds or missing key functionality in your day-to-day work. In Rackbeat, we’ve done our best to solve this with Custom Fields.

Create Customized Fields

Adapt Rackbeat to your business

With Custom Fields in Rackbeat, you can add exactly the information your business needs—even when standard fields aren’t enough. This could be HS codes, a customer’s own item number, internal categories, or labels like B2B/B2C.

You choose the field type yourself (text, checkbox, or dropdown options) and use the fields across your data and workflows. This helps you create more structure in your daily operations and makes your overviews and documents more informative.

Custom Fields give you better structure and overview

When you add your own fields, you can collect important information in one place and use it where it creates the most value. This gives you the option to:

  • Add custom information fields to products, customers, suppliers, purchasing, and sales
  • Show fields in your overviews (e.g. product and order overviews) for better visibility
  • Include selected fields on PDFs such as quotes, orders, invoices, and delivery notes
  • Create different field types: text, checkboxes, and dropdown options
  • Use fields in import/export, making it easier to update data efficiently