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This text refers to program version 8.4  

Row Menu - Quotation - Add Subtotal Line

This page describes the 'Add Subtotal Line' function on the Row menu in the Quotation 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 a Quotation.

First, place the insertion point anywhere in the Quotation 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 8 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, which will be shown on the Quotation when it is printed. If the Quotation already has a "Subtotal" row, only the Items below that row will be included in the new subtotal.

When you design the Form Template to be used when printing Quotations, you can specify that the special "Subtotal" row will be printed in a different Style to the rows containing the Items (e.g. font, font size, etc). To do this, use the 'Row Styles' function on the Operations menu of the Form Template window.

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

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The Quotation register in Standard ERP:

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