Product Formulas
From TrueERP wiki
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 (Field1*Field2)*0.5 If both sides of the door are to be painted it would be ((Field1*Field2)*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.
