Modify How Quotes Amount is Computed

[Triggerz]

Hi,

I am looking for a way to modify how the Quotes amount is computed.

I plan to add a custom field called additionalDiscount in the Quote entity. This discount should be added to the total discount including any discounts placed in the unit price of Quoteitems.

I also want to add a markup field for each Quoteitems and be added to the computation as such (qty x unitprice x markup)

I have the Sales pack and not sure if this customization is possible to achieve.

Please help and thanks in advance...

[rabii]

this should help

https://docs.espocrm.com/development/quote-custom-calculations/

[yuri]

Maybe consider adding an extra line item (with formula?) with the negative unit price and quantity 1. This would be the only proper way to do it. The computed total net amount should equal net amounts of all line items. Otherwise, it breaks the logic.

[Triggerz]

this should help

https://docs.espocrm.com/development...-calculations/

Thanks rabii. I tried to implement the instruction in the link but the total amount does not get updated. Not sure what I am doing wroing, please help.

Below is the modified code in the CalculateItems.php file

Thanks and Regards...

<?php
namespace Espo\Custom\Hooks\Quote;

use Espo\ORM\Entity;

class CalculateItems
{
public static int $order = 10;

public function __construct(
// Define needed dependencies.
) {}

public function beforeSave(Entity $entity, array $options): void
{
if (!$entity->has('itemList')) {
$entity->loadItemListField();
}

$itemList = $entity->get('itemList');

$amount = 0.0;
foreach ($itemList as $item) {
$amount += $item->quantity * $item->unitPrice * $item->factor;
}

$bulkDisk = $entity->cBulkDiscount;
$amount = $amount - $bulkDisk;
$entity->set('amount', $amount);
}
}

[rabii]

heyTriggerz

NB: MADE CHANGES HERE TO MEET YOUR LOGIC - ADD ADDITIONAL DISCOUNT TO THE EXISTING DISCOUNTAMOUNT

I guess you just need to make a tiny change to get the cBulkDiscount from the entity - it should be $entity->get('cBulkDiscount') - also you don't need to recalculate the amount you are using the same code from the example at documentation which is not necessary since you just want to reduce bulkdiscount from amount - below is a simple code call the file CalculateTotalDiscount.php

<?php
namespace Espo\Custom\Hooks\Quote;

use Espo\ORM\Entity;

class CalculateTotalDiscount
{
    public static int $order = 10;
    
    public function beforeSave(Entity $entity, array $options): void
    {
        if (!$entity->get('amount')) {
             return;
        }
        
        $discountAmount = $entity->get('discountAmount');
        $additionalDiscount = $entity->get('cBulkDiscount');
        
        $totalDiscountAmount = $discountAmount + $additionalDiscount;
        
        $entity->set('discountAmount', $totalDiscountAmount);
    }
}

Also don't forget to implement a client side calculation to see numbers change on front end https://docs.espocrm.com/development...de-calculation

Cheers

[Triggerz]

Thanks much rabii. Can you also share a sample code on how to implement the client side calculation? Thanks again...

[rabii]

It should be something as below create quote-total-discount-calculation.js under client/custom/src folder

define(['custom:quote-total-discount-calculation'], (Dep) => {

    return class extends Dep {

        /**
         * Calculate total discountamount with additional discount.
         *
         * @param {import('model').default} model An order.
         */
        calculate(model) {
            super.calculate(model);

            if(model.get('cBulkDiscount')) {
                const discountAmount = model.get('discountAmount');
                const additionalDiscount = model.get('cBulkDiscount');
                let totalDiscountAmount = discountAmount + additionalDiscount;

                model.set('discountAmount', totalDiscountAmount);
            }
        }
    }
}); 

based on what you shared you wanted to add an additional discount from the field cBulkDiscount to the existing discountAmount. This will do the job both front end and backend - please make changes in the backend - see updated code above for php hook class.

Hope this helps

[Triggerz]

Hi rabii, thank you so much for your response. I have modified the PHP file based on your suggestion. I needed to keep it in the CalculateItems.php though because I added a new field in the quoteitems named cMarkup. I want to consider the cMarkup % in the computation of the amount of each quoteitems.

However, even it I add the code below inside the foreach statement, the new quoteitem.amount is not getting reflected. I would appreciate it much if you can guide me on what I am doing wrong and how to correct it. Thanks in advance...

//set the new amount with markup in quoteitems
$item->amount = $newItemAmt;

Here is the full code of the CalculateItems.php

<?php
namespace Espo\Custom\Hooks\Quote;

use Espo\ORM\Entity;

class CalculateItems
{    
    public static int $order = 10;

    public function __construct(
        // Define needed dependencies.
    ) {}

    public function beforeSave(Entity $entity, array $options): void
    {
        if (!$entity->has('itemList')) {
             $entity->loadItemListField();
        }

        $itemList = $entity->get('itemList');

        $amount = 0.0;
        $newItemAmt = 0.0;
        $newSubtotalAmt = 0.0;
        
        foreach ($itemList as $item) {
            $newItemAmt = $item->quantity * $item->unitPrice * (($item->cMarkup/100)+1);
            $amount += $newItemAmt;
            
            //set the new amount with markup in quoteitems
            $item->amount = $newItemAmt;
                        
            //consolidate list price * qty * markup for the Subtotal
            $newSubtotalAmt +=  $item->quantity * $item->listPrice * (($item->cMarkup/100)+1);
        }
                
        // Get Total Discounts
        $discountAmount = $entity->get('discountAmount');
        $additionalDiscount = $entity->get('cAddldiscount');
        $totalDiscountAmount = $discountAmount + $additionalDiscount;
        
        //Update SubTotal
        $entity->set('preDiscountedAmount', $newSubtotalAmt);        
        
        //Update Net Amount
        $newAmount = $amount - $additionalDiscount;
        $entity->set('amount', $newAmount);
                
        //Get Shipping & Tax
        $shippingAmt = $entity->get('shippingAmount');
        $taxamt = $entity->get('taxAmount');
                
        //Update Grand Total
        $grandGrandTotalAmount = $entity->get('grandTotalAmount');
        $newGrandTotalAmount = $newAmount + $shippingAmt + $taxamt;
        $entity->set('grandTotalAmount', $newGrandTotalAmount);
        
        //Update Total discountAmount
        $entity->set('discountAmount', $totalDiscountAmount);    
    }
}​

[rabii]

Look this is a commercial product and i highly recommend to apply what Yuri suggested to keep the logic working as expected. see comments from Yuri https://forum.espocrm.com/forum/gene...034#post125034

[yuri]

If after upgrade calculations do not work, please try to remove all custom formulas and custom code concerning the entity type in question first, before reaching the customer support.

[yuri]

I highly recommend not to amend the computed net amount (the 'amount' field) but use an additional negative line item representing discount. Otherwise, it breaks the logic.

Recomputing the line net amount breaks the logic as well and likely won't properly work.

[Triggerz]

Hi Yuri,

Apart from the bulk discount, I also need to modify the computation of each line item as I need to factor in a markup for each item thus the need to modify the calculation logic.

Thanks

[Triggerz]

Hi Yuri,

Can this bulk discount and markup feature be considered in future updates of the Sales Pack?

Thanks

[Triggerz]

Will be good also if the computation will be as follows:

Line Items (Quoteitem)
Unit Price = List Price * (1 + (Markup% / 100)
Amount = (Unit Price * Qty)
Discounted Amount = Amount - (Amount * Discount %)
Total Amount = Discounted Amount + Tax

In the Parent Entity (Quote)
Total Price = Sum of Amount in all Line Items
Total Line Item Discount = Sum of Discount in all Line Items
Additional Discount = Manual Discount Added in New Field
Tax = Sum of Tax in all Line Items
Shipping = Shipping Amount

Grand Total = Total Price - Total Line Item Discount - Additional Discount + Tax + Shipping

Thanks & Regards...

[yuri]

You can achieve markup pricing with price books. A rule can add a percentage value to the base price. By assigning the needed price book to a quote (or account), you can differentiate pricing for customers. Note that the base price will be used as a list price only if the base price is less than the unit price (a markup). If the base price is greater (discount), it will be set as the list price.

[Triggerz]

Thanks Yuri, I will look into this.

Regards...