Custom Columns Overview


Overview

You can add Custom Columns for your products, orders, purchase orders, vendors, shipping containers, and customers. Custom columns let you store information that doesn’t fit into the existing Sellercloud 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, with the exception of Product 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

You can create and manage your Product Custom Columns from the Delta Interface. However, you cannot delete or edit existing columns. If you no longer need a specific column, you can disable it for your account.

Create Product Columns

Client Admins are able to create Product Custom Columns:

  1. Navigate to Settings > Products Custom Columns.
  2. Click on the Plus icon in the top right corner of the Custom Column List panel.
  3. In the pop-up dialogue box, fill in the necessary fields:
    1. Column Name – this is the name saved in the server database and will be the column header for imports and exports. This name does not necessarily have to exactly match the display name, as it must adhere to strict formatting: it only accepts capitalized letters, while spaces, numbers, and special characters are not allowed, with the exception of underscores. So, for example, if the Display Name is “Custom Column”, the Column Name should be “CUSTOMCOLUMN” or “CUSTOM_COLUMN”.
    2. Display Name – this is the name that you will see within the UI. You can use letters, numbers, special characters, and spaces.
    3. Data type – this determines the value expected by the column. Read the Column Data Types section for more information.
    4. Dropdown – check this box to make the column value appear as a dropdown menu with pre-set options. You can also enable one of the following sub-settings:
      1. Drop Down: Allow Custom Values – enable to allow write-in values for the dropdown.
      2. Drop Down: Allow Multiple Selection – enable to allow selecting multiple rows from the dropdown.
        If you select the Dropdown option, the Create Custom Column dialog will display Next instead of Add Column at the bottom. On the Next page, you can click the plus icon to add the dropdown options.
    5. Default Value – optionally, you can set a default value for your custom column, which will be pre-selected for all SKUs, but you can still manually edit.
    6. Enable Custom Column – checked by default. This checkbox controls whether the Custom Column is enabled for your account.
  4. When you are ready, click Add Column. Ensure you have filled in everything correctly, as you will not be able to return to this dialogue and edit the column.

Manage Product Columns

All of your existing Custom Product Columns are displayed in Settings > Products > Custom Columns. From this page, you can control whether they are enabled and on which pages they are displayed.

  1. On the Custom Columns page, click the pencil icon in the top right corner of the Custom Column List panel.
  2. For each custom column, click the boxes to enable or disable for the corresponding function:
    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 display 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.)
  3. Click the check mark to Save.

You can also enable the Advanced Client Setting Filter Custom Columns To Be Per Product Type. In this case, you must enable each custom column 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.

You can also use our Bulk Update Tool to edit Custom Column values via a file import.

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.

PO 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.


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.

Vendor Custom Columns

To manage the custom column values for your Vendors:

  1. Navigate to Purchasing > Vendors > Manage Vendors.
  2. Click on a Vendor to open the Details page.
  3. From the Toolbox > Select Custom Columns.
  4. Click Edit.
  5. Edit the custom columns’ values.
  6. Click Save.

Shipping Container Custom Columns

To manage the custom column values for your PO Shipping Containers:

  1. Navigate to Purchasing > Shipping Containers.
  2. Click on a Container to open the Details page.
  3. From the Toolbox > 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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