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Showing Unit pricing
BUZ automatically adds the total for the following pricing:
If you require to show the unit pricing as the Group Options is using the QTY field you can set up your document template to use IF statements in the Merge Fields.
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Unit RRP Price
If the quantity is less than zero populate the field with a space otherwise If the RRP is greater than zero populate the field with the RRP/Qty to give the per unit RRP Price.
Unit Amount Price
If the quantity is less than zero populate the field with a space otherwise If the Amount is greater than zero populate the field with the Amount/Qty to give the per unit Amount Price.
Other IF statement examples
If The Inventory Description = Extras populate the field with Freight Charge otherwise populate with Inventory Description and Options Description.
20190910_Detailed_Quote_Example_2
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If the Options Amount is greater than zero = RRP - Options Amount otherwise populate with the RRP.
20190910_Detailed_Quote_Example_2
Formulas/calculations in word are a bit more advanced and can take a bit of time getting used to it. There are some great tutorials online but the best way to learn is by practicing.
Some key things to remember:
-Always use the Insert Field functions
-Never type anything directly into the Mergefield/always use the Edit Field function (an exception to this will be some special characters such as Asterisks(*), Forward Slash(/),Plus(+) etc.)
-Copy and paste will not work, you must use the Insert Field and Edit Field commands in Word
-Always upload the template and test all the values
-For more complex formulas, it’s best to map out what you need before you start
-Some formulas may result in a “Syntax Error!” or “REF#” especially in the Extras section, in this situation, you may have to add additional Mergefields (such as OptionsRRP) to counteract this
Why do you need formulas in document templates?
BUZ has a logic that ensures all values match and are correct. Because of this, as an example, the RRP and Amount is always multiplied by the Quantity.
Sometimes we need to show the individual unit price and this is where formulas need to be used.
The most common formulas you would use are (+, - , =, /) and IF statement Mergefields.
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Here are some helpful Mergefield formatting codes
\* Caps | Capitalizes the first letter of each word. |
\* FirstCap | Capitalizes the first letter of the first word. |
\* Upper | Capitalizes all letters. |
\* Lower | All letters are in lower case. |
0 (zero) | Specifies the minimum numeric places to display including leading zeroes. EXAMPLE
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, (comma) | Places a digit grouping symbol (thousand separator) as specified in the regional settings in the Control Panel. EXAMPLE
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. (decimal point) | Places a decimal point in its position. |
() (parenthesis) | Places negative number within parenthesis and a hyphen in place of zero. EXAMPLE
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# | Specifies the minimum numeric places to display. If a place has no digit, it is replaced with a space. EXAMPLE
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+ (plus) | Places a plus sign to a positive result, a minus sign to a negative result, or a space if the result is zero. EXAMPLE
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AM/PM | Displays AM or PM. |
h or H | Hours. Lower case h denotes 12-hour format and upper case H denotes 24-hour format. Use hh or HH to display a leading zero on single digit hours. |
m | Minutes. Use mm to display a leading zero on single digit minutes. |
s | Seconds. Use ss to display a leading zero on single digit seconds. |
x | Does not display digits to its left and if used to the right of a decimal point, the result is rounded to that place. EXAMPLE
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| Places a minus sign on a negative result or adds a space if the result is positive or zero. EXAMPLE
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\b | Specifies text to be inserted before the merge field if the field is not blank |
\f | Specifies text to be inserted following the merge field if the field is not blank |
Video example of how to work with Mergefield formulas
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