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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. Additionally you may also have to use { IF } statements referencing Inventory Group Codes e.g. { IF {MERGEFIELD InventoryGroupCode \* MERGEFORMAT}=”ROLL” {MERGEFIELD RRP \*MERGEFORMAT}\*MERGEFORMAT}
Why do you need formulas in document templates?
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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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