Calculating fields can be added to every order row, or for every order & opportunity.

The difference being, when adding a calculating field to an order row this will make a calculation for every row. When creating a calculating field on order & opportunity this will show in the bottom of every order & opportunity.

A Calculating Field can calculate variables from other custom fields such as Integer, Select, Currency, and Percent.

To make use of Calculating Fields, first, you need to have set up custom fields. Click here to find out how to set up a custom field.

 This article will cover:

• Opening Order Row Fields / Order & Opportunities field
• Creating a Calculating Field on Order Rows
• Standard calculating fields on order rows
• Creating a Calculating Field on Orders & Opportunities
• Standard calculating fields on Orders & Opportunities
  
  

Opening Order Row Fields, or Order & Opportunities fields

To create a Calculating Field, open Order Row Fields

1. Select the Settings icon in the upper right corner of your Upsales screen.
2. Select Settings.
   
   
3. From the left-hand menu, select Fields from the CRM section.
    
4. It's possible to create a caluclating field on both Order & opportunities, and Order row.
   
    
   
   

Creating a Calculating Field on Order row

If you wish to create a Calculating Field on Orders & Opportunities, click here to move on.

1. To create a Calculating Field on Order row, click Add field
   
   
   
   
2. In the next modal select Calculation 
   
   
3. In Field name, type in the name of the field that will show on the order row. We have named ours Total Price, since we want to calculate the total price of the order based on three variables.
   
   
4. Now click on Add field to start adding fields to your formula
   
   
5. A drop-down menu will appear underneath the Formula text area. Choose to add a custom field that you've previously made, or choose a standard field.  
   
   

   
   Standard fields on order rows include:

   Quantity - Product quantity added to the order
   Price - Price on the product
   List price - Product list price
   Discount - Discount percentage
   Total value - The total value of the order
   Total gross value - Total price before discount
   Total discount - Total discount in monetary value
   
   
6. Add a new field for each variable in your formula.
   
   For example, here we've added the integer fields Developers, Hours and Price/hour. By multiplying the fields we will find out what the total cost based on number of developers, their hourly price and how many hours they will work.
   
   
   
   Add operators like +,-,* and / for each field. Just like you would on any calculator. Be sure to add ( ) if needed.
7. Click Save when you're done
8. Congratulations! You've made a calculating field! It will now show on all order rows.

Creating a Calculating Field on Orders & Opportunities

1. To create a Calculating Field on Orders & Opportunities, click Add field
   
   
   
   
2. In the next modal select Calculation 
   
   
   
   
3. In Field name, type in the name of the field that will show on the order/opportunity. We have named our Average total revenue/developer since we want to calculate how much each developer will charge in average.
   
   
   
   
4. Now click on Add field to start adding fields to your formula
   
   
   
   
5. A drop-down menu will appear underneath the Formula text area. Choose to add a custom field that you've previously made, or choose a standard field.  
   
   
   

   
   Standard fields for Calculating Fields in Orders & Opportunities include:

   Order id - The identification number of the order
   Price - Probability % that the opportunity will be closed, based on position in the sales board. 
   Discount - Discount percentage
   Order value - The total value of the order
   Total gross value - Total price before discount
   Total discount - Total discount in monetary value
   
   
6. Add a new field for each variable in your formula.
   
   For example, here we've added the integer field Developers and standard field Order value. By dividing total order value with the number of developers we will find out how much on average each developer will charge. How many developers there are in total is decided on how many developers is added on each order row.
   
   
   
   Add operators like +,-,* and / for each field. Just like you would on any calculator. Be sure to add ( ) if needed.
7. Click Save when you're done
8. Congratulations! You've made a calculating field! This one will now show every order & opportunity.