The Formula Box Tool (O4)

The Formula Box Tool only applies to the "Sell Price," "Level 1," "Level 2," and "Level 3" columns. This tool allows users to place price changes in another column for reference.

In this example, the unit prices to the customer are in the "Sell Price" column. We would like to see what those prices would look like with 30% increase without changing the values in the "Sell Price" column. This process can be completed using the "Level 1, 2, or 3" columns. 

1. Select the  logo.

2. Select "Projects" from the drop-down list.

3. The "Project/ Quote Listing" window will appear.

4. Open the needed project.

5. The "Bid Editor" page will appear.

6. In the "Items" tab, select the  button to edit the bill of materials.

7. Select the "Level 1" column, so the entire column is highlighted.

8. Enter the needed percentage into the "Formula" field. Note: do not enter the "%" sign. For example, if you would like to see a 30% increase, enter "30" into the field.

9. Select "Apply."

10. OASIS will multiply the values in the "Sell Price" column by 30%, and place the results in the "Level 1" column. Note: the "L1 Formula" column will display the percentage that the "Sell Price" column has been raised or lowered by.