Create order fields and save fees

Before you start

Order fields never add a price. If the answer changes what you charge, add the appropriate fee or product separately.

Create an order field

1. 1

   Step 1: Open the field editor

   Go to Settings›Quotes & orders›Order fields. Click Create attribute to open Add attribute.

   The list uses Active and Archived tabs. Its Type column can show codes such as TEXTAREA.

2. 2

   Step 2: Enter the field details

   Enter Internal name, up to 75 characters. Choose Type: Text, Text Area, Number, Dropdown or Image.

   Add Description, Placeholder and Preselected value when needed. The dialog now describes the field staff will complete.

   For a Dropdown, supply at least 1 entry under Values. Use clear choices that the sales team can apply consistently.

3. 3

   Step 3: Set requirements and locations

   Tick Required field when the sale cannot be saved without an answer. Choose Location visibility.

   For an online quote request, choose All locations. A field restricted to selected locations does not appear on that request.

   

4. 4

   Step 4: Create the field

   Click Create attribute. The active field appears on the quote or order information form.

   Staff fill it in under Quote information or Order information. A required missing answer blocks saving with the field's name.

   

   The same information card exists on POS. Read The quote and order page for other order-wide details.

Save a reusable fee

1. 1

   Step 1: Open Add Custom Fee

   Go to Settings›Quotes & orders›Fees. Click Add Custom Fee.

   The Add custom fee dialog opens. Existing records show their value, taxable setting, physical setting and status in the list.

   

2. 2

   Step 2: Choose the calculation

   Enter Name, up to 35 characters, and choose Fee type. Enter Amount for a fixed charge or Percent for a percentage.

   The 3 types calculate differently:

   Fee type	Calculation
   Fixed amount	One fixed currency amount.
   % of subtotal	Product subtotal only.
   % of total	Product subtotal plus other fees, excluding shipping, tax, discounts and this fee itself.

   A saved fixed amount can be 0 or more. Percentages must be greater than 0 and no more than 100.

3. 3

   Step 3: Set tax and shipping behavior

   Choose Fee is taxable and Fee is a physical product according to the charge. Keep Active on if staff should be able to select it.

   Click Add fee. The saved fee appears in the list.

   

   A physical fee becomes a Shopify custom line requiring shipping. Do not use that setting only because the fee relates to a physical product.

   For adding fees during a sale, see Fees, shipping and discounts.

Change or retire fields and fees

1. 1

   Step 1: Archive or restore a field

   Use the order field's archive icon and confirm Archive. It stops appearing on new forms.

   Existing quotes and orders retain their recorded value. To offer the field again, open Archived and use its restore icon.

2. 2

   Step 2: Edit or hide a saved fee

   Open the fee, make your changes and click Save changes. Use the eye control to make a fee inactive.

   Inactive fees disappear from the order picker. Existing orders retain their own copies, including the original amount and settings.

3. 3

   Step 3: Delete or restore fee presets

   Choose Delete custom fee and review the confirmation before deleting. This cannot be undone.

   When a supplied preset is missing, Restore default fees offers Tariff Surcharge, Freight and Installation as active fixed fees at 0.

   Existing fees are not changed. Enter appropriate amounts before staff use newly restored zero-value presets.

What happens next

In the app, saved charges appear under Predefined fee in Add fee. On POS, staff find Saved fees.

Each fee becomes a Shopify custom line with its name, amount, tax setting and shipping behavior. Editing the saved preset does not update existing sale lines.

Quote PDFs and the signing page show one named row per fee. The order page, POS and emails show a combined fees total.

A discounted fee prints at its full amount with a separate Fee Discounts row. Percentage-of-total calculations use the gross fee base.

The default order discount scope is managed in Quotes & orders settings. Saved fees have no default or discountable flag.

Important notes and tips

Tariff Surcharge, Freight and Installation can each appear once per order in the app. Use a differently named saved fee for another distinct charge.

An order can contain at most 50 fees. A one-off POS fee must be greater than 0, even though saved fee presets can start at 0.

Installation also supplies Order Specification, a Text order field. Review existing fields before creating another with the same purpose.

If something goes wrong