Reviewing Sales Order Totals

Because the Sales Order Totals screen displays the totals for only one generation at a time, you can use the View All Totals screen to display the totals for each generation on the order broken down by category, such as subtotals, sales tax, costs, or profit margin. This gives you a complete picture of all charges on the order.

To review order totals:

1. Create or open a sales order and display the order's Totals screen.

If payment is required up front, the Sales Order Entry Totals screen displays after you verify the order generation statuses. Otherwise, use the Totals hot key from either the Sales Order Entry Body or Sales Order Entry Status screen to display it.

2. Use the ViewAll Totals hot key to display the View All Totals screen.

Note: Only lot item totals for master job bids are included on this screen. To schedule lot item materials for shipments, use the Lot Order Ledger hot key to display the Lot Order Ledger screen.

3. Use the View hot key to display a selection list.

4. Select one of the following column views and press Enter:

Note: Authorization is required to view some columns.

4. Freight / Handling

   Review the following fields:

   Field	Description
   ShipDate	The date the product is scheduled for transport to the customer.
   SubTotal	The sum of part of a series of item prices.
   Freight	The compensation paid for the transportation of the items on the current order generation. Shows the sum of any default ship via and product freight charges.
   Handling	The compensation paid for the packaging and shipping of items on an order generation. Shows the sum of any default ship via and product handling charges.
   Sales Tax	A charge the government imposes on items purchased within a defined jurisdiction.
   Total	The total amount of this order generation.
   Dep Reqd	A portion of the full price of one item, paid at the time of purchase or delivery, with the balance to be paid later. Enter the deposit amount, if any.

    

5. Cost / Margin $

   Review the following columns:

   Field	Definition
   ShipDate	The date the product is scheduled for transport to the customer.
   SubTotal	The sum of part of a series of item prices.
   Cost	The total expense incurred during the manufacture or procurement of the product, including administrative and marketing costs.
   GM$	The dollar amount your company will receive as profit as a result of the sale of the item, based on the cost.
   GP%	The percentage of the total cost your company will receive as profit a result of the sale of the item, based on the cost.
   Total	The total amount of this order generation.
   Dep Reqd	A portion of the full price of one item, paid at the time of purchase or delivery, with the balance to be paid later. Enter the deposit amount, if any.

    

6. COGS / Margin $

   Review the following columns:

   Field	Definition
   ShipDate	The date the product is scheduled for transport to the customer.
   SubTotal	The sum of part of a series of item prices.
   COGS Cost	The true expense incurred during the manufacture or procurement of the product, including administrative and marketing costs.
   GM$	The dollar amount your company will receive as profit as a result of the sale of the item, based on the cost of goods sold.
   GP%	The percentage of the total cost your company will receive as profit a result of the sale of the item, based on the cost of goods sold.
   Total	The total amount of this order generation.
   Dep Reqd	A portion of the full price of one item, paid at the time of purchase or delivery, with the balance to be paid later. Enter the deposit amount, if any.

7. CPlan $ / CPlan %

   Review the following columns:

   Field	Definition
   ShipDate	The date the product is scheduled for transport to the customer.
   SubTotal	The sum of part of a series of item prices.
   CPlan$	The commission the sales representative will receive per item.
   CPlan%	The percentage of the unit price the sales representative receives as a commission.
   COGS GP%	The amount of profit your company will receive as a result of the sale of the item, based on cost of goods sold.
   Total	The total amount of this order generation.
   Dep Reqd	A portion of the full price of one item, paid at the time of purchase or delivery, with the balance to be paid later. Enter the deposit amount, if any.

5. Press Esc to return to the Sales Order Entry Totals screen.

See Also:

Applying Payments to Sales Orders

Viewing Sales Order Totals Summaries