Custom Properties - Overview
When navigating through the Suppliers page, you'll notice some standard fields such as Legal Name, Owner, and Status. These are default properties that come pre-configured with Vendr, allowing you to track key information easily across the system.
However, Vendr offers more flexibility beyond these out-of-the-box options. Administrators can enhance data management by creating custom properties tailored to Suppliers, Products, and Agreements.
Visibility and Usability of Custom Properties
Custom properties are seamlessly integrated, appearing alongside default properties in various interfaces:
Supplier, Product, and Agreement tables
Individual Property tabs for deeper insights into a specific Supplier, Product, or Agreement
These custom fields can be utilized similarly to default ones:
They can be used as column headers in table views
They serve as filters within those tables to streamline data sorting and retrieval
Manage Your Custom Properties
Custom properties can be managed within the Data Management section under Admin settings, where you can:
Create, modify, or archive properties for Suppliers, Products, and Agreements
Create a Custom Property
Creating a new custom property is straightforward:
Navigate to the Custom Properties page.
Choose to either add a new property to an existing group or start a new group.
Input the property name, select its type (e.g., Text, Date, Dropdown), and optionally provide a description.
Save your changes
If you've already created at least one custom property, you can either
Add group and then add a new property within that group
Add a new property within an existing group
Property Groups
Groups are simply a way to organize your properties - so all your finance properties, for example, might be in one group, while all your security properties might be in another.
Properties will be organized by their group when you look at the Properties tab within the details of a Supplier, Product, or Agreement.
Edit a Custom Property
Click the Name of an existing property to edit it
Edit the Name, Description, and/or Type
Click Save
Archive a Custom Property
Caution: Archive is instant and permanent!
There is no confirmation that you want to archive a property after you click Archive, it just archives the property
There is no ability to recover archived properties
Be very sure you want to archive a custom property before you do so.
Click the Name of an existing property to edit it
Click Archive
