How to Add Rates and Setup Formulas

In Fohlio, you can easily add rates and adjust your formulas used for calculating Client Total, Budget - Cost, Trade Price, etc.

Adding consistent rates is really helpful for streamlining your workflow. That can be done simply by typing “=” in the chosen column (eg. Trade discount).

Clicking on “Create formula” will show a pop-up dialog box in which you can input your rate (eg. 25% Trade discount).

After clicking “Save” you will be prompted to set up how the changes to the formula should be applied to the said column:

1. “No, apply to this cell only” - Will be applied to that cell only;

2. “No, apply to this category in this project only” - Will be applied to the category the item belongs to only;

3. “Yes, apply to all the categories in this project” - This will be applied to the whole column.

Setting up formulas is easy as well - there are two ways of doing this:

1. If the cell is empty, type “=” and type a new formula;

2. If a formula is already entered, double-click to show it, then click on the formula itself to open a pop-up window within you can make changes.

Accessing the formula:

Editing the formula:

We hope this article was helpful, please rate this article, and reach us via Live Help if you still need assistance.