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Total margin value on a Quote...?

Question asked by Philippa Grover on Oct 22, 2018
Latest reply on Oct 24, 2018 by Philippa Grover

Hi everyone,

 

We've been eagerly anticipating the release of v8.2.0 for its new Quote functionality, specifically the Quotes Configurator tool.

 

We have really struggled to use the Quotes module due to its lack of configurablity around the Quote Lines. With the new Configurator, I can see we're able to display the Cost price of the stock item from the Product Catalogue - one item which has greatly restricted our use of this module in the past.

 

I've created a calculated field to subtract the cost price from the item price, to display a margin value on a per-Quote Line basis.

 

However, I cannot see how to get an overall margin figure for the whole Quote. When creating a calculated field on a Quote in Studio, I expected to see the "Quote Lines" module in the Rollup tool - but I do not.

 

So my question is - how do you create a total margin figure for a Quote, summing the value of this field on each Quote Line?

 

We are using v7.8.0 Enterprise, hosted in the Sugar cloud.

 

Best wishes,

Philippa

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