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Customize columns and fields

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Most lists and 13 forms in EasyJewel let you choose which columns and fields are shown, such as Items, Parties, Tags, Sales, Sales Return, Purchase, Estimation and Old Jewel Purchase.

Why this matters

  • Keep screens simple for counter staff.
  • Bring back a field you need, such as Purity for gold items.
  • Works the same way on every screen.

Key features

  • Customize Columns (lists): show or hide list columns. The button is next to Export.
  • Customize visible fields (forms): an icon at the top right of a form, left of Cancel / Save.
  • Customize Fields panel: click a row to show or hide that field. The eye icon shows its state.
  • Arrange columns: drag to reorder, pin and resize columns.
  • Reset: go back to the standard layout.
  • Company default, user choice: the saved layout is the company default, and each user can change it for themselves.

Before you start

  • Open the list or form you want to change, for example Add New Item.

Show or hide list columns

1

Open the list

For example, the items list.

2

Click Customize Columns

The button is next to Export.

3

Pick the columns

Show the columns you want and hide the rest. Drag to reorder, pin or resize them, then save.

Show or hide form fields

1

Open the form

For example, Add New Item.

2

Click the Customize visible fields icon

It is at the top right, to the left of Cancel and Save. The Customize Fields panel opens.

3

Click a row to show or hide it

The panel says Click row to show / hide. Each row has an eye icon, for example Classification, Code, Default Pcs, Description, GST %, HSN / SAC, Min Order Qty, Print Name, Purchase Price Method, Purity and Selling Price Method.

4

Save

Click Save. You see Column configuration saved. Click Reset to go back to the standard layout, or Cancel to leave without changes.

Customize Fields panel with Purity switched on

A hidden field can still be needed. Purity is hidden by default on the item form, but gold items need it. If saving says Purity is required for metal items in this category, switch Purity on here and pick the purity (for example 22K).

Field reference

ButtonWhereWhat it does
Customize ColumnsLists, next to ExportShow or hide list columns
Customize visible fieldsForms, top rightOpens the Customize Fields panel
ResetCustomize Fields panelBack to the standard layout
SaveCustomize Fields panelKeeps your choice

FAQs

No. Hiding only changes what is shown on the screen.

It is hidden by default. Switch it on in Customize Fields.

Click Reset in the panel.

The saved layout is the company default. Each user can override it for their own login.