Video Walkthrough
Overview
The Calculated Properties feature in Curate offers businesses a dynamic way to automate calculations tied to events, saving time and reducing manual errors. This feature is particularly useful for creating custom fees—such as delivery charges, venue commissions, or design fees—based on line item categories. By leveraging calculated properties, businesses can increase efficiency and enhance their operational accuracy.
How This Feature Drives Business Success
Enhanced Customer Experience: Provide clients with transparent and accurate fee breakdowns, leading to greater trust.
Operational Streamlining: Reduce time spent calculating and updating fees, freeing up resources for other business needs.
Revenue Optimization: Automate fee-based pricing, ensuring no potential revenue is overlooked.
Industry Applicability: The flexibility of calculated properties allows for various use cases, making it valuable across multiple event-based industries.
Key Use Cases
Florists: Calculate design or delivery fees as a percentage of floral and greenery costs.
Caterers: Automate beverage or service fees based on specific menu items.
Venues: Compute commissions or rental fees tied to specific event spaces or services.
Steps to Use Calculated Properties in Curate
Navigate to Settings:
Go to Settings in the Curate application.
Select Custom Properties under the settings menu.
Create a Calculated Property:
Click on Add New Custom Property and select Event as the property type.
Choose Calculated Property as the type.
Assign a name (e.g., "Delivery Fee") and set the default calculation type.
Define Line Item Categories:
Ensure that your line items (e.g., "Floral" or "Hard goods") are categorized appropriately. These can be adjusted within your Catalog or directly within an event on the Orders page.
These categories will drive the calculation logic.
Apply Calculated Properties to Events:
Open an event.
On the event overview, assign the relevant line item categories to calculated property.
Then, adjust the percentage associated with the calculated property.
View and Update Calculations:
The calculated fees will automatically populate based on line item totals.
If adjustments are needed, return to the event overview to modify the property parameters.
Incorporate into Proposals:
The calculated fees can be added directly into your order as a Fees section for example.
The Calculated Properties feature in Curate is a powerful tool designed to meet the unique needs of event-driven businesses. By automating repetitive calculations, businesses can focus more on creativity, service delivery, and client satisfaction. Explore how this feature can transform your workflow today!