Create a formula in a catalog
- Open a job in the Manage Estimates screen.
- Open the Catalog tab.
-
In the Catalog
field, click
to select the catalog to which you want to add the formula.
-
Click FM
on the speedbar.
-
In the Formula
field, enter a code of up to eight alphanumeric characters to identify the
formula.
Note: Keywords can contain alphanumeric characters and can consist of multiple words, but cannot begin or end with a space.
Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote.
- In the field to the right of the Formula field, enter a name for the formula.
- Press Tab.
- Complete the fields as described on the Formula Maintenance Screen Field Reference.
- Click Save Formula.