Adding Custom Attributes to the Summary/Details Tables

Append custom attributes to summary tables for various entities in 10X ERP, allowing for more granular data management, exporting/importing of details, and more flexible reporting. These fields are currently not sortable or searchable, which will be implemented with more extensive table flexibility updates around the end of Q2 to the beginning of Q3 2025.

• Create a custom attribute in the system and ensure it is properly set up or uploaded.
• Add an attribute to the summary table by editing the entity and selecting the option to include it in the summary table.
• Verify addition by navigating to the respective summary table (e.g., Vendors or Items) and scrolling to the far right to view the new attribute.
• Export data if needed, allowing for further manipulation and reporting outside of 10X ERP.
• Re-import updated attributes using the import file to apply any changes