Working with Producers
Using the macro panel to attribute the cost of an account to a certain producer. This will allow you to create prints with separated costs for each producer. It also allows you to perform calulations based on the spend of a certain producer.
Creating producers
If the producer panel is greyed out and you cannot add any producers, you have not created any. Go to Settings->Producers/Tags.
(1) Create producers by pressing the Add Producer button.
Adding/deleting producers to an account
(1) Choose an account. If a producer has already been added, you will see his name and the percentage of the account cost attributed to him (2). You can add more than one producer by clicking the blue "+" or delete them by clicking the "-". The sum of all percentages cannot be higher than 100.
Print producer columns
In the print window you can simply drag the producers down to the fields in the order you like (1). You can rename the columns to your needs (2).
Using producers in formulas
There are two types of formulas you can use producers with:
SUM_PROD("producername") will return the sum of all accounts attributed to this producer in the macro panels. This formula does not include producers attributed in ADDITIONAL CHARGES, such that, for example, you can calculate the contingency for a certain producer (1).
COUNT_PROD("producername") will return the number of appearances of a certain producer.
The same syntax is used for formulas with tags.
Formulas can be used in combination with all mathematical standard operations: +, -, /, *
You can use formulas in the quantity and price/unit fields in Budgeting, as well as the base field in additional charges.
