Subtotaling and Repricing Orders

Use the Subtotal window 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 order's Body tab.
Position the cursor on a blank line, underneath the items you want to subtotal.

Note: To insert a blank line, right-click just below the items you want to include and select Insert Row.

From the Line Item menu, select Subtotal (add/edit) to display the Subtotal window.
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. Note: The system compares the price entered to the price specified in the Minimum Sell PriceBasis field in Sell Price Maintenance. You cannot change the price to below this basis unless assigned the SOE.MIN.SELL.PRICE authorization key.
COGS/Cost	The cost incurred in producing (by unit of measure ordered) the subtotaled line items on the current order. If authorized, you can click the COGS or Cost button to the left of this field to toggle between a Cost and COGS view. To select which type of Cost or COGS view you want to see, click the List button to the right of the field and select a view. Note: If you are assigned the PROCURE.COST.EDIT or PROCURE.COGS.EDIT authorization keys, but not the SOE.COGS.EDIT or SOE.COST.EDIT authorization key, respectively, then you can only change the COMM-COST or COGS cost on procured items.
GP% Weighted/GP% Flat	The gross profit percentage earned on items in the subtotal group. Editing this field recalculates the prices in the subtotal group. The gross profit percentage for each line item can be weighted, or flat, as described below. Click the GP% Weighted or GP% Flat button to the left of the field to toggle between the two choices: 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 Item Price	Indicates whether to print individual item prices, or print a subtotal amount only. Yes - Print prices for each item and a subtotal price. No - Print a subtotal only. If a user modifies a bid or order through your web site, and Show Item Price is set to Yes, the user is able to see all pricing for products in their shopping cart.
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 their 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	Enter a brief description of the subtotal, such as Kitchen Subtotal.

Save your changes and exit the window to apply the subtotals and return to the order's Body tab. Subtotal comments are preceded by an asterisk (*).

To create an additional subtotal:

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

Note: To insert a blank line, right-click just below the items you want to include and select Insert Row. To delete an unwanted line, press Alt-Delete.

From the Line Item menu, select Subtotal (add/edit) to display the Subtotal window.
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 any other fields you want to, as described in To subtotal a group of products above.
Save your changes and exit the window to apply the subtotals and return to the order's Body tab. Subtotal comments are preceded by an asterisk (*).