Here's how to use the value from a custom Calculating Field as the order/opportunity value.
To use a custom Calculating field as order value, first create a Calculating field.
This article covers:
- Opening Products in Settings
- Adding new product category
- Activating custom order value
- Adding existing products to product category
Opening Products in Settings
- Click Settings → CRM → Products:
Add new product category
Already have a product category with products in it? Jump down to Enable custom order value.
- Click New product category
- Name the category, we named our category Development
- To enable custom order value you may do this step. Simply click the drop-down menu named Enable Custom order value and select a calculating field (that you've previously created)
- Click Save
- Now you've created a new product category and enabled custom order value. All in one go!
Activating custom order value
Below shows how to activate custom order value to a previously created calculating field.
- Click Settings → CRM → Products:
- To activate custom order value for this product category, click the drop-down menu named Enable Custom order value and select your calculating field:
- Click Save.
- That's it! Custom order value is now enabled for this product category.