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This text refers to program version 6.2  

Operations Menu - Add Subtotal

Use this function to include subtotals in Quotations. Place the cursor anywhere in a row in the grid on the 'Items' card (or highlight the entire row by clicking on the row number), and select this function from the Operations menu. A special "Subtotal" row (row 7 in the illustration below) is inserted in the grid below the row containing the cursor. A subtotal is 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 Quotation when it is printed. If there already is a row showing a subtotal, only the Items below that row are included in the new subtotal.

When you design the Form to be used when printing Quotations, 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 window.

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In this chapter:

• Introduction
  

• Entering a Quotation
  

• Inspecting and Changing Quotations
  

• Printing Quotations
  

• Operations menu, including:
  
  • Add Subtotal
    

  • Create Activity
    

  • Create E-mail
    

  • Add Hidden Line

Go back to:

• Home page for Quotations manual
  

• Home page for Standard CRM manual

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