Inserting A Subtotal Line In A Quote

Task/Problem Overview

This document will cover how to add a subtotal line entry within a quote/order. This is a great use case for when doing large showroom quotes that may contain different rooms, and you would like to show the customer what each area/room costs.

Creating a Quote

• Go to New and select Quote/Order

  

• Enter the customer’s information within the header details

• Next, begin entering your items numbers

• Once you are ready to insert a subtotal choose a row after where you want to insert the subtotal and right click and select ‘Insert Sub Total’

• A subtotal line will appear totaling the lines of the items prior to inserting the line.
• You can repeat adding subtotals throughout the order.

• NOTE: if you forgot a line you can alway right-click and select Insert Row and add a new row, and the subtotal will automatically adjust.

• If you need to delete the subtotal just right click on the line and select Delete Row.