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This text refers to program version 8.4  

Row Menu - Opportunity - Add Subtotal Line

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

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

First, place the insertion point anywhere in the Opportunity 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 Line' 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 7 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. If the Opportunity already has a "Subtotal" row, only the Items below that row will be included in the new subtotal.

The special "Subtotal" row will be transferred to all Quotations, Orders and Invoices created from the Opportunity.

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The Opportunity register in Standard ERP:

• Introduction
  

• Entering an Opportunity
  

• Controlling Prices in Opportunities
  

• Inspecting and Changing Opportunities
  

• Operations Menu
  

• Create Menu
  

• Row Menu, including:
  
  • Item Status
    

  • Previous Sales Prices
    

  • Add Header Line
    

  • Add Hidden Line
    

  • Add Subtotal

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• Home page for Standard ERP manual

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