Product Templates - User Created Formulas

Tyler MacDonald Updated by Tyler MacDonald

Before proceeding with this article, please read "How to Turn on a Product Template" and "Interface and Formulas Explained"

This article will demonstrate how to create your own User Formula to build a double-sided banner.

You will learn how to:

  • Calculate Area in square feet using your own formula
  • Add a Double-Sided option
This article repeats what we learned in "Product Templates - Using System Formulas". However, it does not rely on Built-In System Formulas.

  1. Go to Settings > Product >+ Add New Product > Create Custom Product and fill in the details for your custom product.

For this example, fill in as you see in the image.

  • Product Name: Product Templates - User Created Formulas
  • Interface: Custom
  • Type: Signs
  • Category: Banners
  • Income Account: Your income account
  • COG Account: Your COGS ( Cost of Goods ) account
  • ...Save Product

  1. Edit your Product and turn on the "Add Product Template" check box.

Once that is checked, we will focus on the Product Template that appears at the bottom of the screen. Scroll to the bottom, and let's edit

  1. Choose "Standard" for your Pricing Method.
  2. Select Modifiers
  • + Add New Modifier : "Width", default value 0
  • + Add New Modifier : "Height", default value 0
  1. Select Dropdown Menus, "+ Add New" to add a Dropdown menu with a custom formula

  • Menu Name: Test Banner Material
  • Item: Material
  • Item Type: Roll Materials
  • Item Category: Banner
  • Item Kind: Company Items
  • Custom: On
  • Formula : (Width*Height)/144

Now that the product has been set up, let's see how it looks in action.

  1. Scroll to the top of the product screen, and select "Check Pricing"

  1. Fill in some details to test the functionality of the product.

  • Product: Product Templates - Using System Formulas
  • Modifiers: Width = 12, Height = 12, Notice how the Total Area of 1 sqft is shown for you
  • Dropdown Menus: Ultraflex 11oz True Canvas - Single Sided
  1. From the + Add New Line Item screen enter the following information, and click "Save this Line Item"

  • Product: Product Templates - User Created Formulas
  • Modifiers: Width = 12, Height = 12
  • Dropdown Menus: Ultraflex 11oz True Canvas - Single Sided

  1. Now Select the Pricing breakdown.

Notice how our custom formula calculates the area and works with the dropdown menu for Banner material, producing a value of one square foot and generating a price based on the material's specifications.

Using your own formulas allows you to be as elaborate as you would like. You can use your own formulas to calculate the price you require for any product.

Publishing Your Product

When you're satisfied with your product, you must publish it to make it available for use in Quotes, Sales Orders, or Invoices.

You can identify if your product is in "Draft" mode by the tag underneath the title.

To publish a product, go to the blue action button and select "Publish Product."

If you need to unpublish it later, select the blue action button again and choose "Convert to Draft."

How to add Double Sided to your Product

Let's expand on this example and add a Double-Sided check box. We will have to modify our custom formula to work if the check box is checked or unchecked. The check box will allow us to charge for printing both sides of the material.

Product Templates - User Created Formulas - Adding a Double side check box.

How did we do?

Product Templates - Using System Formulas - Adding a Double Sided check box

Product Templates - User Created Formulas - Adding a Double side check box

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