How to Create a Custom Calculated Field

Updated May 2, 2022

Management > Site Setup > Website Setup> Site Customization> Custom Fields

OR

Person Icon in Upper Right > Website Setup>Site Customization>Custom Fields

• Click “Add Custom Field”, at the bottom
• Select the PRODUCTION radio button under “Where does the Field Show on the Site” area

• Name the field (TAX, HST, GST etc)
• Select “Calculated Field” from the Input Type Drop-down
• Create formula needed to calculate amount – remember to click “add to formula after each selection; can click reset to start formula over
• Select the field to be used as the base for the calculation (Net, Gross)
• Select the mathematical operation that is needed for the calculation (add, multiply etc)
• Enter the VALUE needed to complete the calculation (5%, 6% etc.) – use a decimal (.05)
• You can then test your calculation to see if there are any errors in the setup
• Field can be restricted/linked to specific Departments, Users, and/or Products/zones as needed
• Click SAVE
• Field is now added to the Order entry process and will calculate the Tax

Note: You will also need to pull the custom field into Proposal and Invoice Templates as needed. The field can be used in flex reporting and on invoice/proposal templates.