How User Defined Fields Can Boost Your Business with Spire
Spire is a powerful and flexible business management software that helps you streamline your operations, improve your efficiency, and grow your profits. But did you know that you can also customize Spire to suit your specific needs and preferences? With User Defined Fields (UDF), you can add and use fields that are not included by default in the Spire program, and make your data more relevant and useful for your business.
What are User Defined Fields?
User Defined Fields are fields that you can create and add to most modules in Spire, such as inventory, sales, purchasing, accounts receivables and general ledger. You can use UDF to store and display any information that is important for your business, but not available in the standard Spire fields. For example, you can use UDF to track the warranty status of your equipment, the gluten-free option of your food items, or the preferred communication method of your customers.
There are several types of data fields that you can choose from, such as text, numeric, currency, date, boolean, or drop-down list. You can also set validation rules and formatting options for each field, such as required, default value, minimum or maximum value, decimal places, or percentage. You can also organize your UDF into tabs and groups, to make them easier to access and manage.
How can User Defined Fields benefit your business?
User Defined Fields can help you enhance your business performance and productivity in many ways, such as:
Capture and store more relevant and specific data. With UDF, you can collect and record any information that is meaningful and useful for your business, and not limited by the predefined Spire fields. You can also ensure the accuracy and consistency of your data by applying validation rules and formatting options to your UDF.
Improve your decision making and reporting. With UDF, you can analyze and report on your data based on your own criteria and preferences, and not restricted by the standard Spire reports. You can also use UDF to filter, sort, group, or summarize your data, and create custom reports that meet your business needs and goals.
Enhance your customer service and satisfaction. With UDF, you can tailor your service and communication to your customers based on their specific needs and preferences, and not constrained by the default Spire options. You can also use UDF to segment and target your customers, and offer them personalized offers and promotions.
How to get started with User Defined Fields?
To use User Defined Fields, you need to have the security rights to edit the UDF structure. You can contact your administrator to grant permission to create new fields. For assistance in setting up new fields, you can refer to the Spire User Manual or call the Tri Tech helpdesk for more details and instructions on how to create and use UDF in Spire.
User Defined Fields are a powerful and flexible feature that can help you customize Spire to fit your business needs and preferences. With UDF, you can make your data more relevant and useful, improve your decision making and reporting, and enhance your customer service and satisfaction. If you want to boost your business with Spire, you should definitely give User Defined Fields a try.
New Feature: Importing UDF in Spire
Another way to import values for user defined fields is to use the Import Type of User Defined Fields. This is useful when you want to update UDF values for multiple modules from a single file, or when the Import Type does not support UDFs. To use this method, you need to specify the module name, the record ID, and the UDF name and value in your import file. You can also use the Update Existing Records option to overwrite the existing UDF values with the new ones. This way, you can easily import and update UDF values for any module in Spire
