How to use module “Calculator in Deals / Kalkulator w Deal”?

Watch the video, how calculator in Deals works: Calculate Margin Profit in Bitrix24 Deals – Bitrix24 Case Study

1. Install module from Bitrix24 Marketplace. After installing the module, a separate tab “Calculator” will appear in the Deals card. If the tab is not visible, check the “More” (Więcej) section in the Deal’s menu or ensure you have administrative permissions.

2. Set the exchange rate.

In the module, for each Deal, you can assign your own exchange rate PLN / USD / EUR, according to which you can recalculate the price parameter. You can also use the “Get current rate” button to fetch the latest rates from the National Bank.

3. Add products to this Deal and fill in data of costs (Purchase price, transport (delivery) and packing costs) and purchase price. You can now import products directly from the Bitrix24 Catalog; the application will automatically pull the “Cost Price” (Cena zakupu) if it is specified in the product card.
4. Than you will see that calculator shows the Marge in currency and % and Marge summ, if there were several product pieces.

The calculation formula in the calculator is as follows:

5. Below you’ll see Total amount and Margin amount in currency that you choose in the corresponding columns. You can change it anytime.

Save changes if you need to. Additionally, you can enable “VAT Calculation” to see the net/gross difference directly in the table. Save changes if you need to. After saving, you can synchronize the final Total Price back to the standard “Amount” field of the Deal.

Learn more about Calculator on our website.