Custom fields are used to customize the informations in many different Microbizz modules.

For understanding custom fields in general you should look at this section.

Quotation custom fields

For creating and editing quotation custom fields, you should head to the Sales module and choose SETTINGS > FIELDS - QUOTATIONS.

Here you will see and manage custom fields.

Create/Edit custom fields

Creating and editing custom fields is done in the same way for all modules.

What is specific for quotations is the visibility, which is related to quotation types as seen below.

Assigning custom fields

When editing the quotation you will see that the newly created fields are available to you.

Show custom field

When saving the quotation, the newly added custom field will be available on the front of the page.