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Learn About Custom Fields and How to Manage Them

What custom fields are, and how to add, edit, or delete them when needed.

Updated over 2 weeks ago

What Are Custom Fields?

Custom fields let you add new fields to Rewaa that fit your business needs. Examples include options like Dine-in / Takeaway, Table Number, and more. This article explains all the details.

ℹ️ Note: Custom fields are a paid add-on, and the number available depends on your subscription plan. To check how many fields you have: go to Settings > Custom Fields.


Steps to Add a New Custom Field

Step 1: Access Custom Fields

  1. Go to Settings > Custom Fields.

  2. Click New Custom Field.

Step 2: Enter Field Details

  • Select the section (where the field will appear):

    • Customers: Appears in customer data (Sales & Customers > Customers).

    • Inventory: Appears in product details.

    • Sales Summary: Appears on the POS screen before issuing an invoice.

⚠️ Warning: You cannot change the section after creating the field. If needed, delete the field and create it again.

  • Enter the Field Name.

  • Select the Data Type:

    • Text Field (letters and numbers)

    • Dropdown List (single or multiple options)

    • Number

    • Date & Time

    • Switch

  • If you select Dropdown List, you can add up to 30 options by clicking Add Option.

Step 3: Configure Settings

  • Check (✔) if the field is Required.

  • Check (✔) if the field should Print on the Invoice.

Step 4: Preview the Field

  • Use the preview box on the right side to review the final look.

Step 5: Create the Field

  • Review all the details.

  • Click Create Custom Field.


Manage Custom Fields

Edit a Custom Field

  1. Click the 🖋 icon.

  2. Edit the details you want.

  3. Click Update Field.

Delete a Custom Field

  1. Click the 🗑️ icon.

  2. Click Delete to confirm.

ℹ️ Note: Deleting a custom field removes all related data but does not affect any other records.

Example: If you delete the field Lens Size, all lens size values added to customer records will also be deleted.


FAQs

  1. Do custom fields appear when exporting products or customer data to Excel?
    Yes. Custom fields are included in export files.

  2. How do I add a field such as Dine-in/Takeaway or Table Number to the invoice?
    Select the Dropdown List data type. For detailed steps, click here.

  3. Can I use custom fields for booking customer appointments?
    Yes. For detailed steps, click here.

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