Hi
We have a pricing matrix/Configurator I built in excel excel …for verandas
Based on width, height then the price is calculated …example (dummy data)
There is no factor or % I can use for matrix price
e.g then add accessories etc
User selects Height
User Selects Width
Then price calculated
Anybody any advice how to set up the tables and front end to make this easy for sales reps ?
Any advice appreciated tks Noel
Is there a formula at all to use here? What are the other pricing variables?
This is a bit tricky, but I’ll try and add some guidance.
The way I’d do this is with a new table that has a connection to all the products and a new record for each type of configuraiton:
Next, in your table where the user is adding these orders, I’m assuming like an orders or line items table etc… add a field for the sales guy to enter the ‘Height’, Width and Product.
add a “Rollup” field in whatever your parent table is (assuming an invoice or invoice line items table)
Finally, add a “Rollup” field and be sure to select “Show All Tables” and add the conditions to do a lookup based on the values entered:
Let me know if you have any other quesitons or issues doing this. Keep in mind you can add multiple filters like where height is great than x and lower than x etc…
