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Item Formulae

This page describes using Items with calculated prices in sales transactions.

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When entering Quotations, Orders or Invoices, you can use Items whose prices are calculated from the value of the other Items sold. Examples might be freight or freight insurance. Use the Item Formula register in the Pricing module to define the formulae used in these calculations.

To use this feature, follow these steps:

  1. Enter an Item Formula as described below.

  2. Assign the Item Formula to an Item in the Item register, using the Item Formula field on the 'Pricing' card.

  3. Enter this Item on the last line of a Quotation, Order or Invoice. The Unit Price of the Item will be calculated by applying the Formula to the value of the other Items sold.
The Formula can be a simple one whereby a percentage will be applied to the total value of the other Items sold. Alternatively, separate percentages can be applied to Items belonging to each Item Group. Finally, the percentage can be varied depending on the value of the other Items sold.

To work with Item Formulae, change to the Pricing module using the [Switch Module] button in the Navigation Centre. Then, if you are using Windows or Mac OS X , click the [Registers] button, also in the Navigation Centre and then double-click 'Item Formulae' in the resulting list. If you are using iOS or Android, tap the [Registers] button in the Navigation Centre and then tap 'Item Formulae' in the 'Registers' list . The 'Item Formulae: Browse' window is displayed, showing the Item Formulae that you have previously entered.

To enter a new Item Formula, select 'New' from the Create menu (Windows/Mac OS X) or the + menu (iOS/Android). You can also use the Ctrl-N (Windows) or ⌘-N (Mac OS X) keyboard shortcut. Alternatively, highlight or open an Item Formula similar to the one you want to enter, and select 'Duplicate' from the same menu. If you don't want to open the 'Item Formulae: Browse' window before creating a new record, you can also use the + menu in the Navigation Centre (all platforms).

When you have finished working with the Item Formula, save it by clicking the [Save] button in the Button Bar (Windows/Mac OS X) or by tapping √ (iOS/Android). You can then clo