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Adding Calculations or Unit Conversions at the Product level
Adding Calculations or Unit Conversions at the Product level
Updated over a year ago

Summary

There are cases where you want to collect quantities for a product that is not a per-item measurement, a linear measurement, or an area measurement. You may need to convert your product into a different quantity.

Examples of this include:

  • Converting a linear foot measurement into the number of fence sections

  • Converting a square foot measurement into the number of rolls of turf it will take, etc.

These situations utilize Quantity Modifiers.

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Accessing the Quantity Modifier UI

During the Product creation process, tap on the Convert Quantity button

Using the Advanced Quantity Settings dialog

Step 1 – Choose whether to apply the settings to each instance of the product separately (Per Item) or all instances together (Total Quantity).

Per Item example – An excavation job can be defined as an area-based product, which allows you to draw rectangles in-app to represent holes. However, if you need to tally the number of man-hours required instead of rectangular areas, you’ll need a “Per-Item” modifier that allows you to input “Depth” in-app and converts the area to volume. Then you’ll need a second modifier that allows you to enter “DigRate” in-app and converts the volume to the number of man-hours.

Total Quantity example – An artificial turf product that is laid out in rectangles in drawing, but needs to be tallied by the number of rolls. This product will need a “Total” modifier that converts area to length, and a second “Total” modifier that converts length to the number of rolls.

Adv_Quantity_Settings_dialog.png

Step 2 – Add Quantity Modifier dialog

Use the Add Quantity Modifier dialog to define what will be converted and the equation needed

  1. Provide a description of the change. Note this is only needed so that you can know the conversion later. It does not appear in the externally facing app

  2. Define the name of the unit that will be shown in the externally facing app

  3. You divide or multiply to change the quantity

  4. Choose to round up, down, or no rounding

Add_Quantity_Modifier.png

Optional Step 3 – You can convert the quantity as many times as necessary by repeating the process at this point.

Available Syntax List

Applying Calculations in Bulk

Videos

Simple Modifier - applied once to the total of a captured product

Simple Modifier - applied to each instance of a captured product separately

Custom Expression - applied once to the total of a captured product

Custom Expression - applied to each instance of a captured product separately

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