---
title: Create Item and Stock Fields
description: Create item and stock fields in Sortly to record details about each item or stock entry, and add their values on web and mobile.
---

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# Create Item and Stock Fields

Record the details your team relies on, like brand, model, or serial number, with item fields and stock fields. This article walks you through choosing between the two, creating a field, and adding its values on web and mobile.

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In this article

1. [Item fields and stock fields](https://help.sortly.com/sb/creating-item-and-stock-fields#choose-type)
2. [Before you start](https://help.sortly.com/sb/creating-item-and-stock-fields#before-you-start)
3. [Create a field](https://help.sortly.com/sb/creating-item-and-stock-fields#create-field)
4. [Add values to your items](https://help.sortly.com/sb/creating-item-and-stock-fields#add-values)
5. [Create a stock field on mobile](https://help.sortly.com/sb/creating-item-and-stock-fields#mobile)
6. [Frequently asked questions](https://help.sortly.com/sb/creating-item-and-stock-fields#faq)

### Item fields and stock fields

Every custom field is either an item field or a stock field. The one you pick decides where its value is saved.

#### Item fields

Capture details that belong to the item itself. Each field is set once on a catalog item and is shared by every one of its stock entries.

![](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/creating-item-and-stock-fields-icon-large-text.png)Installation Notes![](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/creating-item-and-stock-fields-icon-link.png)Spec Sheet![](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/creating-item-and-stock-fields-icon-number.png)SEER Rating

#### Stock fields

Capture extra details on your items. Each field appears on every item and on each of its stock entries.

![](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/creating-item-and-stock-fields-icon-small-text.png)Purchase Order #![](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/creating-item-and-stock-fields-icon-date.png)Warranty Expiration![](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/creating-item-and-stock-fields-icon-dropdown.png)Condition

If a detail could be different for two units of the same item, make it a stock field. If it is always the same, make it an item field.

---

### Before you start

Owners and Admins can create, edit, and delete custom fields. Your plan sets how many custom fields you can create, and item and stock fields count together. The [Custom Fields Overview](https://help.sortly.com/sb/custom-fields-overview?hsLang=en) lists the limit for each plan and every field type you can choose from.

---

### Create a field

You create both kinds of field from the same place. The Item fields and Stock fields tabs list each kind separately.

![Setup \> Custom Fields page with the Catalog fields and Stock fields tabs and the New field button](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/custom-fields-overview1.png)

1

Go to Setup \> Custom Fields, then select New field.

2

Choose Item or Stock under Applies to, pick a Field type, and enter a Field name. A Dropdown also needs its choices, one per line under Options.

![Create custom field window with Item selected, Dropdown chosen as the field type, Manufacturer entered as the field name, and the options Carrier, Trane, Lennox, Goodman, and Rheem listed](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/item-stock-fields-createfield.png)

3

Select Create field.

Your new field appears on the Item fields or Stock fields tab, and it is now available on every item.

---

### Add values to your items

A new field starts empty. Fill in its value on each item that needs one.

#### Item fields

Item fields appear in the Item fields section when you open an item in the Catalog. A field without a value shows a dash. To fill one in, select Edit. Because the value belongs to the item, it is the same at every location. You can also change it any time when [editing the item](https://help.sortly.com/sb/editing-an-item?hsLang=en).

![Catalog item panel with the Item fields section showing Brand, Size, Installation Notes, Spec Sheet, and Supplier Contact Email](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/custom-fields-overview3.png)

#### Stock fields

Stock fields appear in the Stock fields section of each stock entry's Stock details. Each entry keeps its own values, so you fill them in one entry at a time. To change them, select Edit details. The steps are covered in [Edit Stock Details](https://help.sortly.com/sb/editing-stock-details?hsLang=en).

![Stock details for an item, with the Stock fields section showing Vendor, Storage Notes, Warranty Registered, Vendor Part #, and Inspected on Arrival](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/custom-fields-overview4.png)

---

### Create a stock field on mobile

Prefer to set up a field from your phone? You can create stock fields in the Sortly mobile app. Item fields are created on web.

1

Select Menu, then Custom Fields.

![Mobile app Menu showing the Custom Fields option](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/custom-fields-overview7.png)

2

Your stock fields are listed under Added fields. To add one, select the + button.

![Mobile Custom Fields page listing added stock fields like Vendor, Serial Number, and Condition](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/custom-fields-overview8.png)

3

Choose one of the Suggested fields, such as Expiry Date, or pick a field type under Create your own.

![Mobile Add Field screen with suggested fields and field types to create your own](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/custom-fields-overview9.png)

---

### Frequently asked questions

Who can create custom fields?

Owners and Admins can create, edit, and delete custom fields.

Do I need to add a custom field to each item?

No. When you create a field, it is available on every item right away. You only fill in the values that matter for each item.

Can an item field have a different value at each location?

No. An item field has one value per item, and that value is the same at every location. If the value changes from one stock entry to the next, such as a serial number or lot number, use a stock field instead.

Can I create an item field on the mobile app?

No. You can create stock fields in the mobile app. Item fields are created on web.

What happens when I reach my plan's custom field limit?

You can keep using and editing the fields you have, but you cannot create a new one until you delete a field or move to a plan with a higher limit. Item and stock fields count together.

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