Custom sales fields add your own fields to every sale, such as a dealer fee or a permit cost. Create them on the Custom Sales Fields card at Settings > Company > Setup: select Edit, then Add New Field. A Number field can be calculated from other fields and can be used to calculate commission in a position's setup.
Who can do this: Admins whose permission group can view and edit Settings Setup. Custom sales fields are not available for payroll-only SequiPay accounts. Mortgage companies see Loan instead of Sale.
Create a custom sales field
In the Admin view, open Settings > Company > Setup and scroll to Custom Sales Fields.
Select Edit, then Add New Field.
In Add Custom Field, enter the Field Name (up to 100 characters).
Choose the Data Type: Text, Number, Date, Select or Multi-select.
Fill in the extra settings for that type (see below).
Tick Visible to Standard Users if workers should see this field.
Select Create.
Select and Multi-select
Under Answer options (optional), use Add option for each choice. If you leave a Select field with no options, it stays free text. Options must be unique and can't be blank. A Multi-select field needs at least one option, and options can't contain semicolons. When editing, Use existing values adds values already saved on sales.
Number
Is this a calculated field? Tick it to build a Calculation Formula: pick Field 1, an Operator (Add (+), Subtract (−), Multiply (×) or Divide (÷)) and Field 2. Field 2 can be Custom Value, a number you type.
Field available in position setup: tick it to use this field in commission, upfront and self-gen setup.
At some companies you'll see a Source dropdown instead of the calculated checkbox, with Manual, Formula or a role's commission.
Use a custom sales field in commission
Open Settings > Positions.
Select Setup (or Edit Commission) on the position.
Go to the Commission step.
In the unit dropdown, pick your field. Fields marked Field available in position setup are listed after Per Sale, Percent and the per-unit option.
There is no "Commission Setup" tab or "Calculate Commission Based On" dropdown. Older guides that mention them are out of date.
Where the values go
Each sale shows your custom fields in its Additional Fields section. If your company uses the Sales Form, admins can add custom sales fields to the form.
Edit, archive or restore a field
The card has two tabs: Active Fields and Archived Fields.
A field that's in use can't be edited. Sequifi shows "This field is currently in use" and lists where it's used (commissions, overrides, upfronts, formulas, sales with saved values, or users).
Use Archive to retire a field and Unarchive to bring it back. A field that's in use can't be archived.
On the mobile app
Custom sales fields can't be set up in the mobile app. Use a web browser.
Troubleshooting
Message | What to do |
"A custom field with this name already exists" | An active field already has that name (capital letters don't matter). Pick another name. Names of archived fields can be reused. |
"This field is currently in use and cannot be archived. Please remove it from all positions, employees, and sales first." | Remove the field from every position's setup, worker and sale that uses it, then archive it. |
"This field is currently in use" | The field can't be edited while it's in use. Create a new field if you need different settings. |
No Custom Sales Fields card | Ask your admin to check your company setup and permissions. Payroll-only SequiPay accounts do not include custom sales fields. |
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