<aside> 💡 The Inventory Fields page:

• Allows HQ Warehouse users to configure fields that can be captured for Inventory per Customer
• There are Standard fields that are available for every Customer
• There are also Custom fields that are available for each Customer: 20 texts, 8 dates, 8 integer, 8 decimal 8 checkboxes and 8 picklists
• Each field can be configured to display on mobile and the web
• The fields on mobile can be ordered on this page </aside>

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Setting Up Inventory Fields 📖

Setting Inventory Fields

1. Click the Configuration tab to get started

   

   <aside> 💡 The grey rows are Standard Fields; they exist for every Customer

   The white rows are Custom Fields; they exists for every Customer and can be customized

   </aside>

2. Click into a Custom Field label to rename it

3. Check the Inv. Display box to have the Custom Field show on the Customer’s Inventory grid

4. Check the Windfall Mobile box to have the Custom Field get sent to mobile

5. Check the Remember Value box to have mobile remember the last value used for this Custom field

   

6. Click the Save button towards the top of the page

   

Ordering Fields for Mobile

<aside> 💡 HQ Warehouse users can set the order of the fields on mobile using the Blue Arrow buttons at the bottom of the field list

</aside>

Creating Custom Picklists

<aside> 💡 Custom Picklists:

• Can be implemented when project managers want to limit the selections for a Custom field
• The number of values is not limited, but the maximum number of characters for each value is 100
• As with any other Custom field, managers can determine whether or not these picklists are displayed on the web and on Windfall Mobile Pro </aside>

1. Navigate to the Customer Configuration page and scroll to the bottom of the Custom Fields list

   

2. Set the Label and the Values

   • Set the Label

   • Check the Inv. Display checkbox to have this Picklist display on the Inventory grid

   • Check the Windfall Mobile checkbox to have this Picklist display on the mobile device

   • Check the Remember Value checkbox to ensure the last selected value on the mobile device is remembered in subsequent scans

     

3. Click Save towards the top of the page and then click the Picklist Link