Reviewing Sales Order Totals

Because the Sales Order Entry Totals tab displays the totals for only one generation at a time, you can use the View All Totals window 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:

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

If payment is required up front, the Totals tab displays after you verify the order generation statuses. Otherwise, click on the tab to display it.

From the Additional menu, select View All Totals to display the SOE View All Totals window.

Note:Onlylot item totals for master job bids are included in this window. To schedule lot item materials for shipments, select View >Lot Order Ledger to display the Lot Order Ledger window.

From the View > Change View menu, select one of the following column views:

Note: Authorization is required to view some columns.

Exit the window to return to the Totals tab.

Field	Description
Ship Date	The date the product is scheduled for transport to the customer.
Sub Total	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 cost of the 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.

Field	Description
Ship Date	The date the product is scheduled for transport to the customer.
Sub Total	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 cost of the 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.

Field	Description
Ship Date	The date the product is scheduled for transport to the customer.
Sub Total	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.
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 cost of the 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.

Field	Description
Ship Date	The date the product is scheduled for transport to the customer.
Sub Total	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.
Cost 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 cost of the 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.