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May 1, 2022

Custom PDF Fields

Business Setup
Sales Orders
Purchase Orders

Because every shop wants different information on their customer-facing documents, we’ve added a setting in Business Setup to allow custom fields to be added to PDFs. Custom fields can be set up in Business Setup > System Data > Advanced > Custom Fields. Here, you can add custom fields related to different sections of your Fulcrum site and add customized line items to PDFs such as Quotes, Sales Orders, Purchase Orders, and Packing Slips. You may need to work with your launch or customer success manager to activate custom fields for your site.