Wiki

Case Status
Log In

Wiki

 
Introduction to Projects»Math Function
  • RSS Feed

Last modified on 6/9/2016 4:01 PM by User.

Math Function

In a Project/Quote

Click on the Math Function button on the Toolbar as shown below, or click Tools > Math Functions.

The Math Functions window will appear.

If you want to change values from all rows, then click the "All Rows" radio button. Or you can click on the "..." button and select the individual lines/manufacturers that you want to apply the formula to.

  • The "Use the Values From" drop down will select the column you want to get values from.
  • The "Place Result In" drop down selects the destination column.
  • The "Multiplier" is the number that you want to multiply by (decimals can be used here)
  • The "Save Macro" check box will save the formula information into the formula column of the level you selected to place the result in.
  • The "Round to Nearest" drop down allows you to round the resulting value to the nearest $0.01, $0.05, $0.10, $1.00, etc. 

In the Manufacturer Entry

(Requires release W664A1 or later)

You are able to set the markup on a per-level basis per manufacturer. All four quotable pricing levels (Sell, Level 1, Level 2, Level 3) can have a predefined math function for standard markups. These can be set up in the manufacturer entry on the Terms tab, under the Quotes side tab.

In the example below, all quotable pricing levels have a macro to mark up the base price by 10%, 15%, 20%, and 25% respectively. All are rounded to the nearest cent. When items are entered on a quote for this manufacturer, the quotable pricing levels will automatically apply these math functions to the base price, giving the quoter the standard markups as defined in the manufacturer entry.