How to add and manage additional fields on the Rewaa platform

Learn about additional fields, how to choose the appropriate section and data type, and then add, modify, or delete the field as needed.

#What are additional fields?

They are a feature that allows you to create new fields that are not previously available on the platform, to add data that suits your business needs, such as order type, table number, reservation date and time, or additional product information.

ℹ️ Note: Additional fields are a paid feature, and their number varies according to your subscription package. To know the number of fields available to you: Settings > Additional Fields.

#Where do additional fields appear?

#Available data types

#Steps to create an additional field

Step One: Access additional fields

1. Go to Settings > Additional Fields.

2. Click on "New Additional Field."

Step Two: Add field data:

1. Choose the section (field appearance location):

   • Clients.
   • Inventory.
   • Sales Summary.

⚠️ Note: The section cannot be changed after creating the field; if needed, you must delete the field and re-add it.

2. Enter the field name.

3. Choose the appropriate data type.

4. When selecting (dropdown), click "Add Option." You can add up to 30 options.

Step Three: Set field settings

Check (✔) the options you want to activate:

1. Required field: A field value must be entered before completing the process.

2. Print on invoice: Field data appears when printing the invoice.

Step Four: Preview the field

• Review the preview box on the left side of the page to check the final appearance.

Step Five: Create the field

1. Ensure all data is correct.

2. Click "Create Field."

The field will appear in the section you chose after being created. To learn how to use it and add data to it, refer to the article: How to use additional fields for clients, products, and sales operations.

#Modify the additional field

1. From Settings > General > Additional Fields.

2. Click the icon (🖋) next to the field.

3. Modify the data you want.

4. Click "Update Field."

ℹ️ The section chosen when creating the field cannot be modified.

#Delete the additional field

1. From Settings > General > Additional Fields.

2. Click the delete icon (🗑️) next to the field.

3. Click "Delete" to confirm the process.

⚠️ Note: When a field is deleted, all its values are removed from the platform, and it will no longer appear in new invoices.
Example: When the "lens size" field is deleted, the sizes recorded in client data are removed, but previous invoices remain unchanged.

#FAQs

1. Is there a specific number of additional fields I can add?
   Yes, the number of fields varies according to your subscription package. For more details, refer to the Rewaa Packages and Prices page.

2. Do additional fields appear when exporting products or client data in an (Excel) file?

   Yes. Additional fields and their recorded values appear when exporting client or product data to an Excel file.

3. Where do fields appear on the invoice?

• "Sales Summary" and "Clients" fields appear within the data at the top of the invoice.

• "Inventory" fields appear below the product name on the invoice.