Q: Amount Formulas

With Amount Formulas you can substantiate a line's quantity by splitting it into several parts. Each part is computed with a formula (e.g. the volume of a tree), and the sum of all parts becomes the line's quantity. You can show this calculation on the document, so your customer sees how you arrived at a given quantity — or keep it hidden for internal use. Besides quotations, this also works on orders, invoices, purchase orders and the progress statement. Handy for example for an earthworks contractor who wants to record per row from which house number to which house number a task was carried out: the name of a row carries as much information as the numbers. For example: we create a quotation to remove and shred some trees, priced per cubic metre. On site we measured the number of trees, with an estimate of the average radius and height. By entering this in detail, we get a correct volume — and we can share this substantiation with the client on the quotation document. <img src="https://storage.crisp.chat/users/helpdesk/website/-/e/a/d/f/eadf6dec760ec000/aantal-formules-en_18vdpzr.png" alt="Below the quotation line, a whole block is shown to substantiate the quoted volume." /> <h2 id="use">Use</h2> To use an amount calculation on a line: <ol> <li>Hover over the Quantity of a line and click the coloured info icon.</li> </ol> ![Figure 1: the info icon appears when hovering over the Quantity, when the option is activated and the module supports it.](https://storage.crisp.chat/users/helpdesk/website/

Question 1

Quotations | Settings

Accepted Answer

In this article we walk you step by step through the quotation settings in Robaws. These apply specifically to quotations and settlements. Also take a look at the general settings: they contain many settings that affect several modules, including quotations and settlements.

Go to Settings > Quotations to see the quotation settings page.

After you change settings, it is important to click 'Activate settings' at the bottom right to actually apply them within your Robaws environment.

Overview quotations / settlements

Determine here how the first tab in the quotation / settlement overview looks. What you change via the settings applies to every user. In addition, each user can also create their own overviews and set them up as desired.

| Setting | Explanation | | --- | --- | | Quick filters | Choose which filters are ready by default in your overview. | | System overview | Determine which columns you want in your overview, and in which order. |

Settings

| Setting | Explanation | | --- | --- | | Show address | On by default; uncheck if you don't want to see the project address on the quotation sheet. | | Show equipment | Adds the "Equipment" column to the line detail (the breakdown) of a calculated quotation line. | | Automatically number lines | Numbers each quotation line in the Nr. column (also ch

Question 2

Amount Formulas

Accepted Answer

With Amount Formulas you can substantiate a line's quantity by splitting it into several parts. Each part is computed with a formula (e.g. the volume of a tree), and the sum of all parts becomes the line's quantity. You can show this calculation on the document, so your customer sees how you arrived at a given quantity — or keep it hidden for internal use.

Besides quotations, this also works on orders, invoices, purchase orders and the progress statement. Handy for example for an earthworks contractor who wants to record per row from which house number to which house number a task was carried out: the name of a row carries as much information as the numbers.

For example: we create a quotation to remove and shred some trees, priced per cubic metre. On site we measured the number of trees, with an estimate of the average radius and height. By entering this in detail, we get a correct volume — and we can share this substantiation with the client on the quotation document.

Below the quotation line, a whole block is shown to substantiate the quoted volume.

Use

To use an amount calculation on a line:

Hover over the Quantity of a line and click the coloured info icon.

![Figure 1: the info icon appears when hovering over the Quantity, when the option is activated and the module supports it.](https://storage.crisp.chat/users/helpdesk/website/

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