Custom Columns Overview

Overview

You can add Custom Columns for your products, orders, purchase orders, vendors, shipping containers, and customers. Custom columns let you store information that doesn’t fit into the existing Sellercloud columns. You can set default values and update values at any time. You can use custom columns:

• When Filtering Searches

• In Bulk Product Updates

• In Custom Exports

• In Description Templates

• In Mapping Profiles

• To send information to Channels

https://www.youtube.com/watch?v=4K2QAisHld8

Column Data Types

Each custom column can contain only one of the following data types:

• String — The most common since it can handle any sort of input.

• Integer — Accepts only whole numbers.

• Decimal — Accepts only decimal values.

• DateTime — Provides a calendar for date selection.

• Boolean — Adds a checkbox to mark the value as True/False.

• nText — Same as string, but offers a larger character limit.

• Hyperlink — A URL pointing to a page.

Request Custom Columns

Only your system administrator and Sellercloud Support can create custom columns, except Order and Product Custom Columns. You can request custom columns via tickets in the Sellercloud Support Portal. When submitting a request, be sure to specify the data type for each one.

Product Custom Columns

You can create and manage your Product Custom Columns from the Delta Interface. However, you cannot delete or edit existing columns. If you no longer need a specific column, you can disable it for your account.

Create Product Columns

Only user with the Client Admin Role can create Product Custom Columns:

1. Navigate to Settings > Products > Custom Columns.

2. Click on the Plus icon in the top right corner of the Custom Column List panel.

3. In the pop-up dialogue box, fill in the necessary fields:

   1. Column Name - This is the name saved in the server database and will be the column header for imports and exports. This name does not necessarily have to exactly match the display name, as it must adhere to strict formatting: it only accepts capitalized letters, while spaces, numbers, and special characters are not allowed, with the exception of underscores. So, for example, if the Display Name is "Custom Column," the Column Name should be "CUSTOMCOLUMN" or "CUSTOM_COLUMN."

   2. Display Name - This is the name you will see within the UI. You can use letters, numbers, special characters, and spaces.

   3. Data type - this determines the value expected by the column. Read the Column Data Types section for more information.

   4. Dropdown - Check this box to make the column value appear as a dropdown menu with pre-set options. You can also enable one of the following sub-settings:

      1. Drop Down: Allow Custom Values - enable to allow write-in values for the dropdown.

      2. Drop Down: Allow Multiple Selection - enable to allow selecting multiple rows from the dropdown.

         If you select the Dropdown option, the Create Custom Column dialog will display Next instead of Add Column at the bottom. There, you can click the plus icon to add the dropdown options. Once you click Next, the column will be created, and you will not be able to return to the previous dialog page.

   5. Default Value - Optionally, you can set a default value for your custom column, which will be pre-selected for all SKUs. You can still manually edit it later.

   6. Enable Custom Column - checked by default. This checkbox controls whether the Custom Column is enabled for your account.

4. When you are ready, click Create. Ensure you have filled in everything correctly, as you will not be able to return to this dialogue and edit the column.

Manage Product Columns

All of your existing Custom Product Columns are displayed in Settings > Products > Custom Columns. From this page, you can control whether they are enabled and on which pages they are displayed.

1. On the Custom Columns page, click the pencil icon at the top right corner of the Custom Column List panel.

2. For each custom column, check the appropriate boxes:

   1. The Unnamed checkboxes let you use and edit the columns with imports, include them in mapping profiles, and send them to channels via API. However, the columns will not appear on product pages.

   2. The Dashboard checkboxes display the custom column on the product’s Product Details and Custom Columns pages.

   3. The Channel (eBay, Amazon, etc.) checkboxes let you show the custom column on products’ channel properties pages (eBay Properties, Amazon Properties, etc.)

3. Click the Checkmark icon to Save.

You can also enable the Advanced Client Setting Filter Custom Columns To Be Per Product Type. In this case, you must enable each custom column per product type as follows:

1. Go to Catalog > Product Types.

2. Search for product types.

3. Click a product type's Type ID.

4. Find the Custom Columns To Display section on the product type's page.

5. Click the Edit icon.

6. Check or uncheck columns to display or hide them.

7. Click Save.

To manage your products’ custom column values:

1. Go to a Product Details page.

2. Click Toolbox and select Custom Columns.

3. Click Edit.

4. Edit the custom columns.

5. Click Save.

Order Custom Columns

To set custom columns for orders, you must enable the Client Setting Enable Custom Columns for Order.

Create Order Columns

Only users with a Client Admin Role can create Order Custom Columns. To do that:

1. Navigate to Settings > Orders > Custom Columns.

2. Click on the Plus icon in the top right corner of the Order Custom Columns panel.
   
   

3. In the pop-up dialogue box, fill in the necessary fields:

   1. Column Name - this is the name saved in the server database and will be the column header for imports and exports. This name does not necessarily have to exactly match the display name, as it must adhere to strict formatting: it only accepts capitalized letters, while spaces, numbers, and special characters are not allowed, with the exception of underscores. So, for example, if the Display Name is “Custom Column,” the Column Name should be “CUSTOMCOLUMN” or “CUSTOM_COLUMN.”

   2. Display Name – This is the name you will see within the UI. You can use letters, numbers, special characters, and spaces.

   3. Data type – this determines the value expected by the column. Read the Column Data Types section for more information.

   4. Dropdown – Check this box to make the column value appear as a dropdown menu with pre-set options. You can also enable one of the following sub-settings:

      1. Drop Down: Allow Custom Values – enable to allow write-in values for the dropdown.

      2. Drop Down: Allow Multiple Selection – enable to allow selecting multiple rows from the dropdown.

         If you select the Dropdown option, the Create Custom Column dialog will display Next instead of Add Column at the bottom. There, you can click the plus icon to add the dropdown options. Once you click Next, the column will be created, and you will not be able to return to the previous dialog page.

   5. Is For RMA - check this box if you need the Custom Column to apply to RMAs instead of regular sales orders.

   6. Default Value – Optionally, you can set a default value for your custom column, which will be pre-selected for all new Orders. You can still manually edit it later.

4. When you are ready, click Create. Ensure you have filled in everything correctly, as you will not be able to return to this dialogue and edit the column.
   
   

Update Order Columns

You can update your orders’ custom column values individually or in bulk. To update values individually:

1. Open the Order Details Page.

2. Click Toolbox and select Custom Columns.

3. Click Edit.

4. Edit the custom columns as needed.

5. Click Save.

You can also update values in bulk by uploading an Excel spreadsheet or a Comma-Separated Values file with one of these plugins:

• Order Custom Column Bulk Update – Imports files in .xlsx format.

• Order Custom Column Bulk Update Using CSV – Imports files in .csv format.

Both plugins require you to prepare a file with the following column headers:

• OrderID – Enter the Sellercloud Order Number or;

• OrderSourceOrderID – Enter the

• Channel Order Number.

• Only supported in the Order Custom Column Bulk Update plugin.

• CustomColumnHeader – Enter the Column Name from the Settings > Orders > Custom Columns page. Be sure not to enter the Display Name instead, as the plugin won’t accept it.

• CustomColumnValue – Enter the column’s new value.

Once your file is ready, follow the steps to Import Order Information Via Plugin.

PO Custom Columns

To manage your POs’ custom column values:

1. Open a Purchase Order.

2. Click Toolbox and select Custom Columns.

3. Click Edit.

4. Edit the custom columns’ values.

5. Click Save.

PO Custom Columns can be organized in any order that suits your needs. Open a ticket with Sellercloud Support and provide them with your desired column order. The change will be applied to you.

Customer Custom Columns

To manage specific customers’ custom column values:

1. Go to Customers > Manage Customers.

2. Click a customer’s ID or Email.

3. Click Toolbox and select Custom Columns.

4. Click Edit.

5. Edit the custom columns’ values.

6. Click Save.

Vendor Custom Columns

To manage the custom column values for your Vendors:

1. Navigate to Purchasing > Vendors > Manage Vendors.

2. Click on a Vendor to open the Details page.

3. From the Toolbox > Select Custom Columns.

4. Click Edit.

5. Edit the custom columns’ values.

6. Click Save.
   
   

Shipping Container Custom Columns

To manage the custom column values for your PO Shipping Containers:

1. Navigate to Purchasing > Shipping Containers.

2. Click on a Container to open the Details page.

3. From the Toolbox > Select Custom Columns.

4. Click Edit.

5. Edit the custom columns’ values.

6. Click Save.
   
   

Search by Custom Columns

Another benefit of adding custom columns is expanding your Searching and Filtering capabilities. Your custom columns can function as Custom filters on search pages. Click Add filter and then click one of your custom columns to use it as a search filter and narrow down your search results.

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