How do I use custom attributes in DigitBridge?

Once you’ve created custom attributes in DigitBridge, they become visible in the management view of the record type they’re attached to—products, customers, sales orders, etc. You can use them to store and reference important metadata that helps streamline your workflows and improve filtering and reporting.

Viewing and editing custom attributes

Note: Custom attributes are available for Customers, Products, Sales Orders, Sales Order Items, Fulfillment records, Invoices, Invoice Items, Customer Returns, Vendors, Purchase Orders, Purchase Order Items, AP Bills, AP Proforma Invoices, and the Style Master.

This guide just shows Products, Customers, and SOs as an example - but the steps to see custom attributes are universal no matter what type of record they're on.

For Products:

Go to the Inventory List in ERP.
Open an Inventory Management view.
In the General section, click Show More.
Custom Attributes will be at the bottom of this section.
Enter or edit values for each attribute as needed.
Click Save to apply changes.

For Customers:

Go to the Customer List in ERP.
Open a Customer Management view.
In the General section, click Show More.
Custom Attributes will be at the bottom of this section.
Enter or edit values for each attribute as needed.
Click Save to apply changes.

For Sales Orders:

Go to the Sales Order List in ERP.
Open a Sales Order Management view.
In the General section, click Show More.
Custom Attributes will be at the bottom of this section.
Enter or edit values for each attribute as needed.
Click Save to apply changes.

Tip: Use consistent attribute values (especially with dropdown fields) to ensure clean reporting and filtering. This can be more effective than free text a lot of the time.

How do I use custom attributes in DigitBridge?

Access, view, and apply your custom fields across products, customers, and orders

Viewing and editing custom attributes