Optional QuoteItems in Quotes

[Nina]

Hey!


Is there a way to display optional quote items in offers?

We often have quote item that are offered as options.
I have not yet understood how I can display these items in the Quote.


These items should not be included in the total but should be displayed like this ():

In example:

Pos 1 fruit 1 (50 € )
Pos 2 Banana 1 150 €

total Amount: 150 €


I hope you know what I mean

thx a lot

[lazovic]

Hi Nina,

After a long search for a solution to your issue and careful testing, I can offer you an option to create a Workflow (you need an extension Advanced Pack). Using the standard formula in the Entity Manager, we will not achieve the desired result.

To get started, go to Administration > Entity Manager > Quote Item > Fields and create a new Boolean field, name it Don't Include. This field will be a checkbox which the future Workflow will react to.
After that, go to Layout Manager > Quote Items > List (Item) and from the right panel of Disabled, transfer the previously created Don't Include field to the Enabled panel.

Next, it's time to create a Workflow with the following parameters:

• Target Entity: Quote Item
• Trigger Type: After record saved (created or updated)
• Conditions: All > Don't Include > true
• Actions: Update Related Record » Quote
  
  Insert this formula:

$quoteItemAmount = targetEntity\attribute('amount');
$quoteItemListPrice = targetEntity\attribute('listPrice');
$quoteItemUnitPrice = targetEntity\attribute('unitPrice');
$quoteItemDiscount = targetEntity\attribute('listPrice') - targetEntity\attribute('unitPrice');
$quoteItemQuantity = targetEntity\attribute('quantity');

preDiscountedAmount = preDiscountedAmount - ($quoteItemListPrice * $quoteItemQuantity);
discountAmount = discountAmount - ($quoteItemDiscount * $quoteItemQuantity);
amount = amount - $quoteItemAmount;
grandTotalAmount = grandTotalAmount - $quoteItemAmount;

Now, you will need to mark the checkbox Don't include in front of those Quote Items in the Quote, the price of which should not be included in the Total Amount.

[Nina]

Hey @Iazovic,

thanks a lot! <3
That works out wonderfully! It's very kind of you to help me!

But there is still a small calculation problem with the tax.
It now calculates the following:
Amount (with optional position) - Tax


In example:
Pos 1: 240 €
Pos 2. (opt.): 80 €
Amount with opt.. : 320 €
Amount without opt. : 240 €


Amount (+optional) = 320 €
TAX (19%): 60,80 €
Total = 380,80 €
and only now your formula subtracts the - optional position = 300,80 €

But this is wrong... :/

Actually, you have to settle the tax without the optional items..
240 € + 19% = 259,20€

Unfortunately, I do not know so well with the workflows or calculations that I would know where exactly you can include something like that.

Can you help mit please <3 that would be great <3

[lazovic]

Hi Nina!

You are welcome.

Please replace all the formulas in this Workflow with these (just added two lines, but you need to follow their specific order) and try testing the functionality you need again:

$quoteItemAmount = targetEntity\attribute('amount');
$quoteItemListPrice = targetEntity\attribute('listPrice');
$quoteItemUnitPrice = targetEntity\attribute('unitPrice');
$quoteItemDiscount = targetEntity\attribute('listPrice') - targetEntity\attribute('unitPrice');
$quoteItemQuantity = targetEntity\attribute('quantity');
$quoteItemTaxAmount = ($quoteItemAmount * targetEntity\attribute('taxRate')) / 100;

preDiscountedAmount = preDiscountedAmount - ($quoteItemListPrice * $quoteItemQuantity);
discountAmount = discountAmount - ($quoteItemDiscount * $quoteItemQuantity);
amount = amount - $quoteItemAmount;
taxAmount = taxAmount - $quoteItemTaxAmount;
grandTotalAmount = grandTotalAmount - $quoteItemAmount;

[Nina]

Hey lazovic

First: Now he calculates the tax correctly - thx <3

But there's something other fishy :/

If you have a second,optional position, he still counts it
Attached you will find an example image

In expl:

Pos 1: 240
Pos 2 opt: 80
Pos 3 opt: 80
-----
Correct: Total 240
But: it calculates: 320 ...


Sorry for being so annoying

[lazovic]

Nina,

Most likely, you checked the Quote Item already after creating this Quote.

My solution is quite banal and works correctly only when creating a Quote. That is, you need to immediately determine which Quote Item will be additional, without subsequent changes.

This can be improved a little, but this process will need to be thought through more deeply.

[Nina]

HEy,!

I was now looking for a solution using a PDF template and an additional field.

That works so far!
It's not perfect yet, but it's a workaround

Thank you for your help!

    <!-- {{#each itemList}} -->
    <tr style="border-bottom:1pt solid #000; font-size: 9px">
      <td style="border-bottom:1pt solid #000">{{order}} {{#if optionalePosition}}
    opt. {{else}}
{{/if}}</td>
      <td style="border-left: 1pt solid #000; border-bottom:1pt solid #000">{{quantity}}<br></td>
      <td style="border-left: 1pt solid #000; border-bottom:1pt solid #000"><b>{{name}}</b><br><span style="font-size: 9px;">{{{description}}}</span></td>
      <td align="right" style="border-left: 1pt solid #000; border-bottom:1pt solid #000">{{#if optionalePosition}}
    ({{optPrice}})
{{else}}{{amount}}
{{/if}}</td>
    </tr>​