All Collections
Sales Resource Calculator - How Does it Work?
Sales Resource Calculator - How Does it Work?

Fieldinsight Sales Resource Calculator

Paul Tyrrell avatar
Written by Paul Tyrrell
Updated over a week ago

Have you come across the Fieldinsight Settings for the Resource Calculator and ever wondering how does this work? Let us help you understand its function so you can decide if you'd prefer to utilize this feature for your business.

What is the purpose of the Fieldinsight Resource Calculator?

The Resource Calculator helps Schedulers who are managing the selected Sales Documents in Fieldinsight namely Invoices, Quotes, and Reports, to automatically calculate the Quantity (Qty) field and the cost of an item whenever multiple values are required per service code on a single line item.

Care to understand better? Let's dive in to a scenario driven sample at a later part of this help document. First, let's guide you with the settings activation.

How to enable the Fieldinsight Resource Calculator?

  1. Navigate to the cog icon (settings) at the top corner of the Fieldinsight logged in web page

  2. Click on the cog icon, then select "Settings"

  3. Navigate to System Fields

  4. Search for the settings name called "Resource Calculator" under Sales Document section

  5. Check the box opposite to it that says "Visible" (look on the above screenshot)

  6. Click the Save button at the bottom of the page to save your changes.

Now, your Resource Calculator has been successfully enabled.

How to use the Resource Calculator on the Sales Documents (Invoice, Quotes and/or Report)?

Please note that no matter which Sales document you would need to work on, the usage of the Resource Calculator is the same.

  1. At your left navigation panel, click on Sales Menu to expand

  2. Select the Sales Document on the submenu that you wish to work on (Invoices, Quotes or Report)

  3. On the Sales document page you have selected, you may create a new document or open any existing test document if you have one.

  4. Scroll down to the items section. From here, you must be seeing the Calculator features which are represented with the following columns:

    4.1 Shift (part of the Resource Calculator when it is enabled but does nothing on the actual calculations)
    4.2 Workers - number of workers or unit required for the selected service code
    4.3 Hrs/Day - required hours per day of an individual worker or unit for the selected service code
    4.4 Duration - required duration of how long will the selected Service Code will be running

    Scenario: On a Project that you need to perform, you will be needing 3 Construction Managers. Each of them will be required to work 5 hours daily, and finish the Project within 5 days.

    On the Calculator you have to.

    1. Add a Service line item.
    2. Select a Service Code "Con-Project Manager" (service code for Construction Manager)
    3. Set the shift (day or night)
    4. Set the Workers field to 3 because as per the given scenario above, the Project require 3 Construction Managers.
    5. Set the Hrs/Day to 5 because as indicated on the given scenario above, each of Construction Managers for this project is required to work 5 hours a day.
    6. Set the Duration to 5 because as indicated on the scenario above, the Project needs to be completed in 5 days.

  5. Upon entering the figures on the Resource Calculator column, you will notice that the Quantity (Qty) column will automatically update by performing the calculation based on the given formula below:

    Worker x Hrs/Day x Duration = Qty.

    Then, the Total Amount will be automatically calculated as well by multiplying the Qty to Sales value. Remember that the Sales value is a fix amount that you have set on your Resource Inventory.

    With the help of the Resource Calculator, you will be able to save huge time and effort on manually calculating how much does a Service or a Product would cost. If you are working on a bunch of data, this is a great help.

When the Resource Calculator is disabled, you'll have to manually calculate the
Number of workers required x Hrs/Day per worker x Duration of work

or, you can create multiple line items per Code.

Did this answer your question?