Eliza at 02:45, 3 March 2011

2011-03-03T02:45:57Z

Admin: Created page with " Product Screens= Inventory Related Accounts Bins and Batches Manufactured Product Extra Buy Price Extra Sell Price [[Miscell..."

2011-01-13T06:58:14Z

Created page with " <menu name=myMenu2 align=center> Product Screens= Inventory Related Accounts Bins and Batches Manufactured Product Extra Buy Price Extra Sell Price [[Miscell..."

New page

<menu name=myMenu2 align=center>
Product Screens=
[[Inventory Related Accounts]]
[[Bins and Batches]]
[[Manufactured Product]]
[[Extra Buy Price]]
[[Extra Sell Price]]
[[Miscellaneous]]
[[Picture]]
[[Quantities]]
[[Serial Number]]
[[Tax Codes]]
[[Product Formulas]]

</menu>

== Overview ==

← Older revision		Revision as of 02:45, 3 March 2011
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	== Overview ==		== Overview ==
		+
		+	If selling a product with variuable dimensions such as a door, a formula might be added to calculate the area
		+	based on the height width and depth and calculate the quantity of paint required for the order. A popup window
		+	will appear when the product is ordered asking for the variables required by the specified formula.
		+
		+	'''How to create Formulas'''
		+
		+	There are two steps in creating a formula Formula Entry Setup and Formula Creation
		+
		+	*Select Inventory Drop Down Menu at top os screen
		+	*Select products
		+	*Select Product Formula Entry - this is where you define the data entry fields that are needed by the formula.
		+	eg. If the formula is to calculate the quantity of paint required per square metre of a product, the data
		+	required
		+	to be entered at the time of ordering the product would be Length, Width and if 3 dimentional, depth.
		+	*Add an Entry Name to line 1. The entry name is the label for the field that the user will be entering data
		+	into eg. Height in metres
		+	*Select NEW button to add another line. eg. Width in metres
		+	*You can add up to 5 lines in this way
		+	*Save
		+
		+	*Select Inventory Drop Down Menu at top os screen
		+	*Select products
		+	*Select Product Formula Creator
		+	*Enter a name for the formula eg. "Door Paint"
		+	*Right Click in Formula field and select a function or column eg "(" to start a formula with a bracket
		+	Note: The selection table shows discriptions of the functions such as "divide" but when selected the symbol "/"
		+	as required by the formula will be inserted. Likewise when you select the data entry name (Height in Metres) the
		+	field indentifier "Field1" will show in the formula.
		+
		+	*Repeat and select next part of the formula and so on until your formula is complete
		+	eg. the calculation of area to be painted would be Field1*Field2
		+	If .5 of a litre of paint is required per square metre the formula would be (Field1Field2)0.5
		+	If both sides of the door are to be painted it would be ((Field1Field2)0.5)*2
		+
		+	*Select Check Formula and the mathematical validity of the formula entered will confirmed
		+	*Select Save when you are satisfied with the formula
		+
		+	'''How to view existing formulas'''
		+
		+	*Select Inventory Drop Down Menu at top os screen
		+	*Select products
		+	*Select Product Formula List
		+
		+	'''Using Product Formulas'''
		+
		+	*Create or open a product (Using the above example this prodiuct will be the door. The associated product
		+	"Paint" will also need to be created)
		+	*Select Has Formula Attached
		+	*Create a new Sales Order<LinkId=218>
		+	*Selkect the product with the formula from the product drop down list.
		+	*A popup window will appear showing each of the data entry fields previously created.
		+	*Enter the required data eg. Height in Metres and Width in Metres
		+	*In the Product name drop down, select the associated product 6eg. Paint
		+	*In the formula column select the formula you previously had created.
		+	*The related quantity will be calculated and displayed
		+	*Select OK and the associated product and quantity will be added to the sales order on the line below the original
		+	product
		+	*Using the above example you will now have a sales order for a door and the required amount of paint to paint it
		+
		+	'''Applying a Product Formula to a Product without any associated Product'''
		+
		+	There may be times when you wish to apply a formula to a stand alone product. In this case follow the steps above
		+	but select the original product name in the ProductName field of the Formula Entry. In this case the formula will
		+	simply change the quantity in the original Sales Order line to the newly calculate quantity.

Product Formulas - Revision history

Eliza at 02:45, 3 March 2011

Admin: Created page with " Product Screens= Inventory Related Accounts Bins and Batches Manufactured Product Extra Buy Price Extra Sell Price [[Miscell..."