›FORGE

ForgeFlow ERP — V2

Connecting…

Loading modules…

Import CSV/XLSX Replace existing rows No rows selected

Loading data safely…

V2 loads one module page at a time. Type in the whole-module filter to choose a matching saved value. Blue calculated values can be manually overridden; clear a blue cell to calculate it again. Double-click a cell or press Enter/F2 to edit it, then save your changes.

Add module statistic

Statistics are calculated on the server. Up to eight cards can be shown for each module.

Field Calculation

Generate purchase requirements

Step 1: convert the selected Sales Order rows into BOM-based purchase requirements. Step 2: save the reviewed requirements. Step 3: generate supplier purchase orders.

Supplier PO settings

These settings apply only to purchase orders created after you save them.

Supplier Supplier code

Optional. Used in the PO number.

Legacy PO prefix

Kept for existing templates only. New PO names always start with the customer PO number.

Payment terms Supplier note

Rebuild Components & BOM

Preview first. Applying replaces only Component and BOM rows created by an earlier V2 rebuild; imported and manually created V2 rows stay unchanged.

V2 grid backup & restore

Download saves V2 modules, fields, rows, groups, and layouts. Restoring replaces that V2 grid data only; saved procurement plan history and supplier settings are kept.

Restore a downloaded backup

Choose a backup to validate it. No data changes during validation.

Batch field format

Choose fields, then apply one display format. Selecting Number, Currency, or Percentage also safely converts imported numeric text to a number field; a field with non-numeric content is left unchanged and reported.

Display format

Decimal places

Currency code

FieldsSelect all detected number fields

Create module

Display name System key

Lowercase letters, numbers, hyphens, and underscores only. This cannot be changed later.

Parent module

Choose “Top level” for an independent module. Child modules appear under their parent in the left list.

Field type

Display format

Decimal places

Currency code

Formatting changes the display only; stored amounts remain unrounded. Percentage values are stored as ratios (0.125 displays as 12.5%).

Calculation method

Copy duplicates one field in the same row. Use a formula for arithmetic in the same row. Use a relationship only to retrieve, count, or sum records from another module.

Source field in this row

The source value is read-only here and automatically stays synchronized. The target field uses the same data type and display format as its source.

Formula

Click a field above to insert it. You may use a field key or its displayed column name in square brackets, plus numbers, MAX(), MIN(), +, -, *, /, commas, and parentheses. For a carton size in millimetres such as 440*360*340, use CBM([carton size field]) for cubic metres or DIMWEIGHT([carton size field]) for length × (width + 10) × (height + 15) ÷ 5000000. Imported numeric text fields and legacy keys with spaces are supported. Blank amounts are calculated as zero.

Fields in this group

Copy missing fields from

Existing fields and all rows stay unchanged. Relationship rules are not copied.

A parent–child link is stored on this child module. Its calculated result is protected, while the matching fields remain editable. Use “Configure as formula field” for calculations within the same row.

Relationship typeChild matching fieldParent moduleParent matching field

Additional child matching fieldAdditional parent matching field

Both matching conditions must be met before a value is retrieved.

Parent value field (optional)