Subtotaling and Repricing Orders

Use the Subtotal screen to create and view subtotals for groups of products on an order. This can be useful when working with product families or organizing products by room. The system begins subtotaling products from the first line item on the order. If you do not want to include a product in a subtotal, assign it to a different order generation or re-sort the products. You can also create separate subtotals and nested subtotals.

When working with multiple subtotals, you must enter subtotals in order, from the beginning of the order to the end of the order. If you enter a new subtotal above any existing subtotals, the subtotals below the newly added subtotal must be deleted and re-entered in order to calculate correctly.

To subtotal a group of products:

Create or open a sales order and display the Body screen.
Position the cursor on a blank line, underneath the items you want to subtotal.

Note: If items exist below those you want to subtotal, press Alt-Insert to create a blank line above the cursor position. Press Alt-Delete to remove the blank line, if needed.

Use the Subtotal hot key to display the Subtotal screen.
Edit the following fields, as needed:

Note: The system identifies edited prices with an asterisk (*).

Field	Description
Subtotal	The total price of all items included in the subtotal. If you change this price, the system recalculates each of the unit prices in the group.
COGS/Cost	The cost incurred in producing (by unit of measure ordered) the subtotaled line items on the current order. If authorized, you can use the COGS View or Cost View hot key to toggle between the Cost and COGS fields, and edit these fields.
GP% Weighted/GP% Flat	The gross profit percentage earned on items in the subtotal group. Use the Flat GP% or Weighted GP% hot key to toggle between these fields. Editing either field recalculates the prices in the subtotal group. GP% Weighted - If you change the subtotal amount or percentage, the sales price of each item in the group changes proportionally, so the new dollar amount remains the same percentage of the total amount. GP% Flat - If you change the subtotal amount or percentage, each item's price uses the same gross profit percentage.
Show Itm Prc	Indicates whether to print individual item prices, or print a subtotal amount only. Y – Print prices for each item and a subtotal price. N – Print a subtotal only.
Weight	How heavy the items in the subtotal group are, if specified in their product records.
Load Factor	How many of the items are required to fill the transport vehicle, if specified in the product records.
Back to	Indicates which items to apply the subtotal amount to. Valid values include: Top of Order – Subtotal all items from the current cursor position to the top of the order, including any nested subtotals. Last Subtotal (default value) – Subtotal only those items between the current cursor position and the last subtotal. Subtotal --- <stated subtotal> – Subtotal all items between the current cursor position and the stated subtotal, including any nested subtotals. This option is available only if you have more than one subtotal on the order.
Comment	A brief description of the subtotal, such as Kitchen Subtotal.

Press Esc to apply the subtotals on the Sales Order Entry Body screen. Subtotal comments are preceded by an asterisk (*).

To create an additional subtotal:

Create or open a sales order and display the Body screen.
Position the cursor on a blank line, underneath the items you want to subtotal.

Note: Press Alt-Insert to create a blank line above the cursor position, if items exist below those you want to subtotal. Press Alt-Delete to remove the blank line, if needed.

Use the Subtotal hot key to display the Subtotal screen.
In the Back to field, do one of the following things:

To create...	Enter...	Result
nested subtotals	Top of Order	The system includes all previous subtotals in this subtotal.
a separate subtotal	Last Subtotal	The system calculates a subtotal for all items since the last subtotal.
a subtotal within an existing subtotal	<stated subtotal>	The system calculates a subtotal for all items between the stated subtotal and this one.

Edit other fields, as needed.
Press Esc to apply the subtotals on the Sales Order Entry Body screen. Subtotal comments are preceded by an asterisk (*).