Admin: Company Codes

Company Codes is where you manage the dropdown options your team picks from, like Advertising Source, No Sale Reason, and User Status. Each list is optional, so you only need to set up the ones your company uses.

In this article

Open Company Codes
Add or edit an option
Reorder or turn off options
Lists and where they show
Extra options by list

Open Company Codes

There are two ways to get here:

Go to Admin > Site Admin > Company Code, then pick a list from the dropdown at the top.
Go to Admin > Company Settings > Floorboard Setup, then click a card under Code Maintenance. This opens that list.

👉 Admin: Company Settings (https://help.trakwell.ai/knowledge-base/admin-company-settings#floorboard-setup)

Add or edit an option

To add an option:

Pick the list from the dropdown at the top.
Click Create.
Enter a Description. This is what your team sees.
Fill in any other fields for that list (see below).
Click Create to save.

To edit an option, click the Edit icon in its row, make your changes, and click Apply Changes.

Every list has these fields:

Field	What it does
Description	The option name your team sees
Sort Order	Where the option shows in the dropdown
Active	Whether the option is available to pick

Reorder or turn off options

Reorder: drag a row by the dots on the left to move it. The Sort Order updates for you. You can also change the Sort Order number on the edit page.

Turn off: to stop using an option, edit it and turn off Active. It won’t show on forms anymore, but past entries still show in reports.

💡 Tip: Turning off an option is a good way to clean up a list without losing your history.

Lists and where they show

List	Where your team sees it
Add-On Sale Item	On the Sale form, with the add-on amount
Advertising Source	On Floorboard forms, to track how the customer heard about you
No Sale Reason	On the No Sale form (and Potential Sale, if turned on in Company Settings)
No Sale Stage	On the No Sale form (and Potential Sale, if turned on in Company Settings)
Photo Exclude Reason	When excluding a photo
Potential Sale Option	The follow-up action on a Potential Sale or Sale
Product Category	On Floorboard forms, to track what the customer was shopping for
Reassign Reason	When reassigning a photo to someone else
Reject Reason	When a salesperson rejects a photo
User Status	The salesperson’s status on the Upboard, like Lunch or In Building

📝 Note: Add-On Sale Item only shows when Track Add-On Sales is on in Company Settings.

These options also show in Analytics reports. For example:

👉 Analytics: Traffic Performance (https://help.trakwell.ai/knowledge-base/analytics-traffic-performance#advertising)
👉 Analytics: Sales Performance Analysis (https://help.trakwell.ai/knowledge-base/analytics-sales-performance-analysis#no-sale-reason)

Extra options by list

Some lists have extra fields.

No Sale Reason and Photo Exclude Reason

Field	What it does
Comment Required	The salesperson has to enter a comment when they pick this option

💡 Tip: This works even if comments aren’t required company-wide. For example, you can require a comment only when “Other” is picked.

Potential Sale Option

Field	What it does
Enable For	Which forms show this option: Potential Sale, Sale, or Both
Schedule Time	Yes: the salesperson has to pick a follow-up date and time

💡 Tip: If Require Scheduled Action for Sale is on in Company Settings, set up a few options for Sale (or Both) so salespeople have something to pick.

User Status

Field	What it does
Colour	The color shown next to the salesperson on the Upboard
Available	Whether the salesperson stays in the rotation with this status

User Status options can also be deleted with the Delete icon in the row.

📝 Note: To control where a salesperson lands in the rotation after a status change, see User Rotation.