RIO Inventory

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Adding Inventory Indicators to Quotes

 

Although RIO Inventory is optimized for use with the Opportunity object, you are able to add some visual inventory indicators to the Quote page by adding the following formula fields to Quote Line Items.

You can then make these fields visible in the Quote Line Item related list.

 

Create the custom fields on Quote Line Item. They should be a formula field of type text. When it asks for the formula, you can just copy and paste the following:

 

Inventory QoH:

IF((PricebookEntry.Product2.readymade_inv__Is_Non_Inventory_Item_Plus__c == true),IMAGE(“/resource/readymade_inv__rio_readymade_inventory_green_status”, “green_status”,10,21)+ ” Non-inventory Item”,

IF((PricebookEntry.Product2.readymade_inv__Quantity_on_Hand_Plus__c – Quantity) > PricebookEntry.Product2.readymade_inv__Product_Quantity_Threshold__c,

IMAGE(“/resource/readymade_inv__rio_readymade_inventory_green_status”, “green_status”,10,21)+” QOH (“+ TEXT(PricebookEntry.Product2.readymade_inv__Quantity_on_Hand_Plus__c) +”) :- Sufficient Inventory”,

IF((PricebookEntry.Product2.readymade_inv__Quantity_on_Hand_Plus__c – Quantity) < 0,

IMAGE(“/resource/readymade_inv__rio_readymade_inventory_red_status”, “red_status”,10,21)+” QOH (“+ TEXT(PricebookEntry.Product2.readymade_inv__Quantity_on_Hand_Plus__c) +”) :- Insufficient Inventory” ,

IMAGE(“/resource/readymade_inv__rio_readymade_inventory_amber_status”,”amber_status”,10,21)+” QOH (“+ TEXT(PricebookEntry.Product2.readymade_inv__Quantity_on_Hand_Plus__c) +”) :- Low Inventory”)

) )

 

Inventory Available:

IF((PricebookEntry.Product2.readymade_inv__Is_Non_Inventory_Item_Plus__c == true),IMAGE(“/resource/readymade_inv__rio_readymade_inventory_green_status”, “green_status”,10,21)+ ” Non-inventory Item”,

(IF((PricebookEntry.Product2.readymade_inv__Quantity_Available_Plus__c) > PricebookEntry.Product2.readymade_inv__Product_Quantity_Threshold__c,

IMAGE(“/resource/readymade_inv__rio_readymade_inventory_green_status”, “green_status”,10,21)+” “+ TEXT(PricebookEntry.Product2.readymade_inv__Quantity_Available_Plus__c),

IF((PricebookEntry.Product2.readymade_inv__Quantity_Available_Plus__c) < 0,

IMAGE(“/resource/readymade_inv__rio_readymade_inventory_red_status”, “red_status”,10,21)+” “+ TEXT(PricebookEntry.Product2.readymade_inv__Quantity_Available_Plus__c),

IMAGE(“/resource/readymade_inv__rio_readymade_inventory_amber_status”,”amber_status”,10,21)+” “+ TEXT(PricebookEntry.Product2.readymade_inv__Quantity_Available_Plus__c)

))))

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