📕 Setup - Custom Properties

Overview

Custom Properties allow you to add extra fields to Machine Setup and Product Setup — useful for information like Asset Numbers, Warranty Dates, or additional UPCs on Products.

Prerequisites & Preparation

Custom Properties can be found in the System Setup Menu for anyone with System Manager permissions. 

Step-by-Step Configuration

1. Go to the Setup on the left-hand menu.
2. Under System Setup, select Customer Properties.
3. Select the Add New button at the upper right corner.
4. Enter a Name.
5. Select a Type from the dropdown--Machine or Product.
6. Select a Data Type from the dropdown--Text, Date, Boolean, or Numeric.
7. Activate or Inactivate using the Active checkbox.
8. Select Save.

FAQs

• Customer Properties are also available via API, the Product Import or the Machine Import.
• You must have Custom Properties set up prior to setting them for machines or products via import or API.
• Custom Properties can be filtered by active/inactive status using the Filter button at the top right of the Attributes page.
• Custom Properties can be exported using the Export button at the top right of the Attributes page.