Enter data for Quotes / orders
At the Quotes / Orders screen:-
● Select: Options - Totals
or
Select the Toolbar option
The totals for an order are shown in a pop up window.
For the Cost plus method for pricing the totals are only correct for an order that has been estimated
- Check the order status.
For the Price List method the prices are available directly and estimate is not required before using the totals. If using the Price list method there is also a totals box for each line - to see this locate the cursor on the line and click on the small totals button at the top of the total price column.
Change any of totals if necessary by moving to the box and overtyping the value.
Invoice date - use this box to enter the invoice date. This can be printed on the invoice or other documents.
