Custom Columns Overview


Overview

You can add Custom Columns for your products, orders, purchase orders, and customers. Custom columns let you store information that doesn’t fit into the default columns. You can set default values and update values at any time.

You can use custom columns:


Column Data Types

Each custom column can contain only one of the following data types:

  • String — The most common since it can handle any sort of input.
  • Integer — Accepts only whole numbers.
  • Decimal — Accepts only decimal values.
  • DateTime — Provides a calendar for date selection.
  • Boolean — Adds a checkbox to mark the value as True/False.
  • nText — Same as string, but offers a larger character limit.
  • Hyperlink — A URL pointing to a page.

Request Custom Columns

Only your system administrator and Sellercloud Support can create custom columns.

You can request custom columns via tickets in the Sellercloud Support Portal. When submitting a request, be sure to specify the data type for each one.

Custom Column names must not exceed 50 characters.

Product Custom Columns

To enable or disable custom columns for products:

  1. Go to Settings.
  2. Select Products > Custom Columns.
  3. Click the Edit icon.
  4. For each custom column, check or uncheck the following boxes to enable or disable it for.
    1. The Unnamed checkboxes let you use and edit the columns with imports, include them in mapping profiles, and send them to channels via API. However, the columns will not appear on product pages.
    2. The Dashboard checkboxes let you show the custom column on the product’s Product Details and Custom Columns pages.
    3. The Channel (Ebay, Amazon, etc.) checkboxes let you show the custom column on products’ channel properties pages (Ebay Properties, Amazon Properties, etc.)
  5. Click Save.

Alternatively, you can enable the Advanced Client Setting Filter Custom Columns To Be Per Product Type. In this case, the above steps don’t apply to you. Instead, you must enable or disable the custom columns per product type as follows:

  1. Go to Catalog > Product Types.
  2. Search for product types.
  3. Click a product type’s Type ID.
  4. Find the Custom Columns To Display section on the product type’s page.
  5. Click the Edit icon.
  6. Check or uncheck columns to display or hide them.
  7. Click Save.

To manage your products’ custom column values:

  1. Go to a Product Details page.
  2. Click Toolbox and select Custom Columns.
  3. Click Edit.
  4. Edit the custom columns.
  5. Click Save.


Order Custom Columns

To set custom columns for orders, you must enable the Client Setting Enable Custom Columns for Order.

To manage your orders’ custom column values:

  1. Open an order. 
  2. Click Toolbox and select Custom Columns.
  3. Click Edit.
  4. Edit the custom columns to your liking and save them.
  5. Click Save.

RMA and Order Custom Columns can be organized in any order that suits your needs. Reach out to Sellercloud Support, provide them with your desired column order, and the change will be applied for you.


PO Custom Columns

To manage your POs’ custom column values:

  1. Open a Purchase Order.
  2. Click Toolbox and select Custom Columns.
  3. Click Edit.
  4. Edit the custom columns’ values.
  5. Click Save.


Customer Custom Columns

To manage specific customers’ custom column values:

  1. Go to Customers > Manage Customers.
  2. Click a customer’s ID or Email.
  3. Click Toolbox and select Custom Columns.
  4. Click Edit.
  5. Edit the custom columns’ values.
  6. Click Save.

Search by Custom Columns

Another benefit of adding custom columns is that you can expand your Searching and Filtering capabilities.

Your custom columns can function as Custom filters on search pages. Click Add filter and then click one of your custom columns to use it as a search filter and narrow down your search results.


Overview

You can add Custom Columns for your products, orders, purchase orders, and customers. Custom columns let you store information that doesn’t fit into the default columns. You can set default values and update values at any time.

You can use custom columns:


Column Data Types

Each custom column can contain only one of the following data types:

  • String — The most common since it can handle any sort of input.
  • Integer — Accepts only whole numbers.
  • Decimal — Accepts only decimal values.
  • DateTime — Provides a calendar for date selection.
  • Boolean — Adds a checkbox to mark the value as True/False.
  • nText — Same as string, but offers a larger character limit.
  • Hyperlink — A URL pointing to a page.

Request Custom Columns

Only your system administrator and Sellercloud Support can create custom columns.

You can request custom columns via tickets in the Sellercloud Support Portal. When submitting a request, be sure to specify the data type for each one.

Custom Column names must not exceed 50 characters.

Product Custom Columns

To enable or disable custom columns for products:

  1. Go to Settings.
  2. Select Custom Column Settings.
  3. For each custom column, check or uncheck the following boxes to enable or disable it for:
    1. The Unnamed checkboxes let you use and edit the columns with imports, include them in mapping profiles, and send them to channels via API. However, the columns will not appear on product pages.
    2. The Dashboard checkboxes let you show the custom column on the product’s Product Details and Custom Columns pages.
    3. The Channel (Ebay, Amazon, etc.) checkboxes let you show the custom column on products’ channel properties pages (Ebay Properties, Amazon Properties, etc.)
  4. Click Update Settings at the bottom.

Alternatively, you can enable the Advanced Client Setting Filter Custom Columns To Be Per Product Type. In this case, the above steps don’t apply to you. Instead, you must enable the custom columns per product type as follows:

  1. Go to Settings.
  2. Select Product Types.
  3. Click a product type.
  4. Under Custom Columns to Display, check or uncheck columns to display or hide them.
  5. Click Save.

To set your products’ custom column values:

  1. Go to a Product Details page.
  2. Click Toolbox and select Custom Columns.
  3. Edit the custom columns.
  4. Click Save.


Order Custom Columns

You must enable the Client Setting Enable Custom Columns for Order to set custom columns for orders.

To set your orders’ custom column values:

  1. Open an order. 
  2. Scroll down to the Custom Columns section.
  3. Click Edit Values.
  4. Edit the custom columns to your liking and save them.
  5. Click Save.

RMA and Order Custom Columns can be organized in any order that suits your needs. Reach out to Sellercloud Support, provide them with your desired column order, and the change will be applied for you.


PO Custom Columns

To set your POs’ custom column values:

  1. Open a Purchase Order.
  2. Click Select action, select Manage Custom Columns, and click Go.
  3. Edit the custom columns.
  4. Click Save.


Customer Custom Columns

To manage specific customers’ custom column values:

  1. Go to Customers.
  2. Click a user’s UserName.
  3. Select Custom Columns on the left.
  4. Edit the custom columns.
  5. Click Save.

Search by Custom Columns

Another benefit of adding custom columns is that you can expand your Searching and Filtering capabilities. Your custom columns can function as Custom filters on search pages:

  1. Go to a search page and click Advanced Search.
  2. Scroll to the bottom and click the Select link next to Custom Columns.
  3. Set the Custom Columns Criteria to specific values to narrow down your search results.
  4. Click Select.

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