Discover how to use the value from a custom Calculating Field as the order/opportunity value.
Using a calculating field as order value requires the Advanced Order Logic add-on.
To use a custom Calculating field as order value, first create a Calculating field on Order row.
This article covers:
Opening Products in Settings
- Click Settings → CRM → Products:
Add new product category
- Click + Category:
- Name the category, its location, roles, any custom fields, and whether to use a calculating field
- Click Save
- Now you've created a new product category and it's time to activate custom order value.
Activating custom order value
Below shows how to activate custom order value to a previously created calculating field.
- Click Settings → CRM → Products:
- Click the edit icon next to the product category.
- To activate custom order value for this product category, click the drop-down menu named Use calculating field as order value and select your calculating field:
Calculating fields you can choose are listed under Selectable. A field is listed under Non selectable if its formula uses any field other than Quantity, Price, Order row purchase cost, order row fields and product fields. If the category contains tiered products, the drop-down is disabled and the category can't use a calculating field as order value.
- Click Save
- That's it! Custom order value is now enabled for this product category.