Lesson 6: Replacing a System Formula with a Custom Formula

Tyler MacDonald Updated by Tyler MacDonald

Objective

Customize product pricing by replacing default formulas with custom ones.

Outcome

By the end of this lesson, your product setup will be more efficient, with default items that automatically adjust based on user inputs.

Note: In this lesson, we replace the system formula with our own, gaining greater control over your product's functionality.

Step 1: Copy the Previous Lesson's Product and Rename

As with previous lessons, each subsequent lesson will be a copy of the last. Follow these steps:

  1. Copy the Product
    • From Lesson 5: Implementing a Double-Sided Boolean Modifier with Conditional Logic, click on the blue action button and select Copy Product.
    • This will generate a copy of the product, which will be in Draft Mode.
  2. Update Basic Settings
    • Click on Basic Settings and update the following fields:
      • Product Name: Lesson 6: Replacing a System Formula with a Custom Formula
      • Product Description: The product setup is more efficient, with default items that automatically adjust based on user inputs.

Step 2: Improving Custom Logic - Replace the System Formula

  1. Edit the Dropdown Menu
    • Open Dropdown Menus, select Material, and click the blue edit pencil.
  2. Update the System Formula
    • Change the system formula from Area to None. This allows us to implement our own custom formula.
  3. Add Custom Logic
    • Click Custom, and input the following code:
    (Width * Height) / 144
    This code calculates the area using our custom formula, giving us greater control over the product's functionality. Understanding how to use code like this is crucial for creating unique and functional products.

Step 3: Configuring and Publishing the Product

Once saved, you'll remain on the Configure Pricing screen by default.

Draft Mode

All newly created products, or copies of products, are initially set to Draft Mode. This feature allows you to work on a product without introducing it into the main system.

Publishing the Product

To publish your product:

  1. Select the blue action button in the top right corner.
  2. Choose Publish Product from the dropdown menu.

Once published, the draft tag will disappear, indicating that the product is now active and ready to be used in transactions.

Step 4: Adding the Product to a Transaction

Using the quote started in the previous lesson, let's add this new product as a line item:

  1. Enter a Width and Height of 120".
  2. Select a Material from your dropdown.
  3. Click and unclick the Double-Sided checkbox.
  4. Click Save.

Conclusion

Congratulations! You've successfully replaced a system formula with a custom one, giving you greater control over your product's pricing and functionality. This lesson has opened the door to endless possibilities for customizing your products. In the next lesson, we’ll delve even deeper into advanced customization options to further refine and expand your product's capabilities.

How did we do?

Lesson 5: Implementing a Double-Sided Boolean Modifier with Conditional Logic

Lesson 7: Integrating Custom Formula into the Conditional Double-Sided Logic

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