How to eliminate errors and simplify workflow with Advanced Order Logic
Add logic and customise the fields in Upsales based on automated and advanced calculations, and set mandatory fields for order phases.
This article covers:
- How to work with Advanced order logic
- Group and sell multiple products together with Product Bundles
- How to enable this feature
How to work with Advanced order logic
Calculating Fields
Set up your fields on your order/order rows that are calculated in other fields.
For example, imagine you have an energy company, and you want better measuring methods. You can use Calculating Fields to estimate costs for services according to m2 (size of building) = energy consumption.
This function is also useful for calculating your VAT percentages.
For example, our customer Visual Art uses this function with their parameters to calculate number of screens x price x “Share of Voice%” (their custom field).
Required fields based on the stage
On the Sales Board, you have different stages in the sales process.
Every time you move a card, it reflects a change in stage or opportunity.
With Advanced Order Logic, you can make different actions in different stages mandatory. For example, having a contact person, date, and price in Stage 1. A delivery date or shipping cost for Stage 2.
The result: Everyone adds information in the same way. How to set up the required fields.
Hide order row fields
Hide custom fields on order rows based on the different product categories.
Change how price is calculated on order rows
Change how the standard price is calculated in Upsales based on a calculation. This can be set up by visiting: Settings → CRM → Products → New product category:
Group and sell multiple products together with Product Bundles
With Advanced Order Logic you can save time by combining products to sell as one package. These are Product Bundles, and include the products, plus any extra costs or discounts.
Product Bundles work with all Sales models (for Recurring Revenue, products can be one-off or subscription based).