Add and manage custom order fields

Custom fields gives dispatchers the ability to add and communicate more information to their order that isn’t already available in the standard fields that OptimoRoute provides. In this article, we will show you how to create and use custom order fields. 

Who can use this feature
	All  plans
	Users that have administrator privileges
	All regions

Creating custom fields

Custom fields are one of the many order field types that help you define an order. These fields are customizable.

To add custom fields to an account:

1. Go to Administration→Settings in the top right menu
2. Choose “Orders” in the left menu
3. Choose “Custom fields” from the submenu

4. Add custom field names

5. Check box to activate the field for use in your account

6. Click “Save” in the top right corner

Custom fields currently cannot be created upon import. 

Updating custom field values on an order

Now that the custom fields have been created an activated for use in your account, you can now use these fields to enrich your orders. There are two ways to update the values for these custom order fields: 

• Through import
• By editing an order

Importing custom field values

When you are importing, the custom fields will now appear for mapping.

To update custom order field values on import: 

1. Include the values in your spreadsheet in a column that corresponds to your custom field
2. Map the custom field by choosing it from the "Custom" subsection
3. Import as normal

Editing custom fields on orders

To change the custom fields of a specific order:

1. Go to "Plan and Optimize"
2. Double-click on the order you want to edit
3. Select "Details" from the left menu in the window
4. Add or edit the values of the custom fields
5. Click "Save"

Deleting custom fields

To delete custom fields:

1. Go to Administration→Settings in the top right menu
2. Choose “Orders” in the left menu
3. Choose “Custom fields” from the submenu
4. Go to the custom field you want to delete
5. Erase the name

Data from deleted custom fields remain in the past/history of the account and past orders.