Once a Product has been added with configuration options, you can choose to set a 'Custom Price Formula' to build your own formula to calculate the price of the Product. This option is most commonly used when a Product Configuration cannot handle the method in which a Product's cost is calculated. Let's review a detailed example.
Custom Price Formulas
 Click 'Edit' on a Product with configuration options already set:
 Scroll down to the bottom of the page and click the 'Use Custom Price Formula' checkbox:

The Custom Price Formula Builder is a draganddrop tool that allows you to drag fields from the right hand side of the page into the 'Formula' section. Once checked, the new Custom Price Formula overrides ALL price modifiers added to any configuration option. The Product solely relies on the Custom Price Formula to produce a Price.

Operations  draganddrop any mathematical operator such as '+' or '' into your formula. You can use as many operators in your formula as needed.

Constant  type any number you need to use in your formula into this field. Once you type the number it will become available to be dragged and dropped into your formula.

Price  this represents the 'Price' field at the top of the Product page. This field does NOT take any 'price modifiers' into account and only displays the dollar amount entered into the 'Price' field.

Configuration Fields  any configurations added to this Product will be available to add to the Custom Price Formula. The Custom Price Formula ONLY works with numbers and not text values. In the example to the right, the 'Finish' configuration field results in text and could not be used to calculate a Custom Price.


As mentioned above, the Custom Price Formula tool does not handle text fields and cannot perform IF statements. It solely relies on configuration fields that produce numbers and numeric constants added to the formula. Let's review an example:

In this example, let's say that the price for the Window above is marked up by $100 per room.

First let's setup the basic formula to calculate the price based on the United Inches Measurement. Let's say the UI Measurement is multiplied by $268 to determine the base price. Draganddrop the UI Measurement 'Value' into the formula. Drag and drop the '*' operator next to the UI Measurement 'Value'. Type '268' into the Constant field and draganddrop the constant into the formula:


 Next let's add the Value of the 'Number of Rooms' configuration multiplied by 100. Remember to place the 'Number of Rooms' calculation in parenthesis:

 The above Custom Price Formula will result in the total United Inches measurement x 268 + (the number of rooms * 100).
 Custom Price Formulas can be as long or as short as needed to calculate the exact price of your product.
 Click 'Save'.
 Now that the Product is saved with a new Custom Price Formula, make sure to test the new formula by building a sample Quote in your system to ensure the formula is resulting in the custom price you are expecting.
How do I remove a value of the formula?
 To remove a value from the Custom Price Formula, click and drag any value and drop it on the 'Remove' button.
Important Facts
 Custom Price Formulas are NOT a required section of the Product page and can be used on any Product needed.
 Custom Price Formulas only handle configuration fields that result in numbers. This includes configuration fields with the Type of 'Number', 'United Inches' and 'Square Measurement'.
 Custom Price Formulas do NOT handle IF statements. For example, IF the color [list of options] = blue add $100 to the price. A quick workaround to this limitation is to create your 'list of options' configuration field as a number field with a maximum value of 1. This configuration field could then be added to the Custom Price Formula and multiplied by any constant.
Custom Price Formulas do NOT execute unless there is at least one configuration option defined.
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