How to Edit Formulas

Add measurement tokens to calculations in your product list to maximize your quoting efficiency.

Edit Calculations

1. Go to Configuration > Account Settings > Products & Pricing
2. Click on the edit icon beside Product List (default pricing).
3. Click on the Calculation button beside any product list item you want to edit.
   1. A green checkmark means there is a calculation already associated with that item. Click this button to edit the calculation.
   2. No green checkmark means there is no calculation. Click this button to get started.
4. In the Formula box, create a calculation adding tokens that will pull directly from your measurement values.
   1. Remember to use BEDMAS (brackets, exponents, division & multiplication, and then addition & subtraction) when creating your calculations.
   2. Use calculations to convert between square footage, squares, bundles and rolls.
      1. Divide by 100 to convert Square Footage to Squares
      2. Divide by 33 to convert Square Footage to Bundles
      3. and many, many more.
5. Scroll to the bottom of the page to Test your formula.
6. Under Rounding, click and a dropdown menu appears revealing a list of rounding options.
7. Once you have confirmed that it works, click Save at the top of the page to update the calculation.

Example:

([Total Roof Area in SqFt] * (1+ [Suggested Waste Percentage]))/100 = No. of Squares of material