Helpful Resources
- Custom Fields & Calculated Fields
- Webinar - Custom & Calculated Fields
- Overview - Page Layouts
- Editor - Page Layouts
- Details Page - Page Layouts
- Version 1.0.38
- Webinar - New Version 1.0.38 Features + Q&A
- Adding Price Levels
- Types of Price Levels
- Adding Vendor Price Levels
- Additional Fees
Additional Notes
- Custom Fields + Formulas
- Margin Formula for Custom Fields
- (Price - StdCost) / Price
- Screengrab of the formula in Order Time
- Price 15%
- Price * 1.15
- Margin Analysis Report
- Margin 15% Calculated Field on the Report shown
- (Price 15% - StdCost) / Price 15%
- Potential Tariff Custom field on PO by Doc No. Report
- Tariff Rate * Customs Value * Quantity
- Screengrab of the columns for the PO by Doc No Report
- Remember if you have a Custom Field for Item and a Custom Field for Ship Doc Item and they have EXACTLY the same name, the data will flow down from Item to Ship Doc. This was used in the HS Code example.
- Then that same Custom Field can be used in the Form Templates for the Ship Doc
- Custom Fields for Tariff Tab
- Customs Value - Amount, Price, or Cost
- HS Code - Text
- Origin Country - Pick List - Put in Country Codes
- Tariff Rate - Percentage
- Company Preferences
- Company Prefs > General > Advanced > Enable Report Calculated Fields
- Company Prefs > Sales > Advanced > Enable charging additional fees on Orders
- Item Group with the Type of Other Charge
- Check the Additional Fees Checkbox
- Create an Item with the name 5% for an example
- Make the price as the percentage
- Price Levels
- Type - Company Wide
- This is a way to increase the prices across the board in order to cover for the Tariffs.
- You can also go by specific Items with Markup on Standard Cost
- Or you can utilize a Price Markup by Item Group
As always, if you have additional questions about any of these topics or require additional assistance, please reach out to support@ordertime.com.
