How to create a custom module?

In addition to the already comprehensive base tools, custom modules allow you to add specific functionalities, thereby improving your daily efficiency.

To create a custom field, please follow the steps below:

1. Access the settings: In the top right corner of your screen, click on the three dots to open the menu. Then, select Customize.
2. Open custom modules: In the window that opens, go to the Custom Modules tab.
3. Add a custom module: Click on the Add Custom Module button to begin.
4. Name your custom module: Give a clear and precise name to your module. This name will help you easily identify the module among others.
5. Associate the field with a module or function: In the “Show in” field, choose the module or feature you want to associate this custom module with (e.g., Product, Supplier, etc.).
6. Show in section (CRM, Sales, Purchases, etc.): This option allows you to define where your custom module will be displayed. By choosing the appropriate section, you ensure that your module will appear in the correct context for optimal use.
7. Icon: You can customize the icon associated with your module to make it easier to visually identify.
8. Description: This field allows you to add a brief explanation or additional information about the custom module you’re creating. It can be used to describe the specific functionality of the module, its purpose, or how it should be used.

Finally, click Save to save your data.