Prerequisites
Before you begin, ensure the following:
You have Admin access to make the changes.
Step-by-Step Instructions
1. Switch to Admin Mode
Log in to your account and switch to Admin to access the configuration settings.
2. Navigate to Organize Fields
Select Configurations.
Click on Organize Fields.
3. Modify Field Placement
Under the Organize Fields section, you will see a list of available fields for Request, Order, and Supplier.
Beside each field name, there are buttons to move the field to either:
Header
Additional Info
4. Arrange Fields as Needed
Adjust the placement of the fields for each document as per your requirements by selecting either header or additional info.
5. Save Changes
FAQs
1. Can I move fields back to their original position?
Yes, you can rearrange the fields anytime by accessing the Organize Fields section and adjusting their placement.
2. In which documents can I organize fields?
You can organize fields for Purchase Orders (POs), Requests, and Suppliers.
3. Can other users modify these settings?
Only users with Admin access can make changes to field organization.