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Row Menu - Sales Order - Add Subtotal

This page describes the 'Add Subtotal' function on the Row menu in the Sales Order record window. If you are using iOS or Android, the 'Add Subtotal' function is on the Tools menu (with 'wrench' icon).

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The 'Add Subtotal' function allows you to add rows displaying subtotals to an Order.

Place the insertion point anywhere in the Order row that is to be the first row after the subtotal row. Then, open the Row menu by right-clicking (Windows) or ctrl-clicking (Mac OS X) the row number and select the 'Add Subtotal' function. If you are using iOS or Android, select 'Add Subtotal' from the Tools menu (with 'wrench' icon). A special "Subtotal" row will be inserted in the grid above the row containing the insertion point (row 8 in the illustration below). A subtotal will be placed in the Sum field in this new row, the sum of the previous rows. In the field to the left of the Sum you can type some explanatory text, which will be shown on the Order when it is printed. If the Order already has a "Subtotal" row, only the Items below that row will be included in the new subtotal.

When you design the Form Template to be used when printing Orders, you can specify that the special "Subtotal" row will be printed in a different Style to the rows containing the Items (e.g. font, font size, etc). To do this, use the 'Row Styles' function on the Operations menu of the Form Template window.

"Subtotal" rows will be transferred to all Invoices created from the Order, but not to Deliveries.

If you have issued at least one Delivery from an Order, you will only be able to add a "Subtotal" row below the rows that have been delivered.

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The Sales Order register in Standard ERP:

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