Sales Order Summary Screen
Use the Sales Order Summary screen to update pricing and other details that appear on the printed sales order.
Grid Fields
Product/Product Class
Displays the ID of the product (for individual products) or product class (for grouped products such as RB - Rebar Black). Display only.
Description
Text description of the product or product class. You may change the description.
Order Quantity
Takeoff quantity of the item to provide. For example, how many pieces of rebar or rolls of mesh.
Order Quantity Unit of Measure
Select the unit that the Order Quantity refers to. For example, Boxes, Pounds, Kilograms, Pieces, Rolls, Sheets, Square Feet, and Square Meters are all units of measure that can be used for quantity. Units are defined in the Environment module (General > Units of Measure).
Sales Quantity
Quantity of the item for sales purposes. For example, how many pounds of rebar or rolls of mesh.
Sales Quantity Unit of Measure
Select the unit that the Sales Quantity refers to. For example, Boxes, Pounds, Kilograms, Pieces, Rolls, Sheets, Square Feet, and Square Meters are all units of measure that can be used for quantity. Units are defined in the Environment module (General > Units of Measure).
Unit Price
Unit price for the summary line item. A system-derived hierarchy price displays if applicable. If you override the hierarchy price:
- The Price Override field is automatically checked.
- Total Price is recalculated and displayed.
Unit Price UM
Unit of measure associated with the unit price. Unit Price UM defaults based on the hierarchy price source.
Note: Changing the unit of measure does not change the unit price.
Total Price
By default, the system calculates Total Price as Unit Price x Quantity. If you override the calculated unit price:
- The Price Override field is automatically checked.
- Unit price, tax, and gross profit automatically update if applicable
Billing Method
Used to price and group the OE lines for billing purposes. Applies to the sales order and Invoice. Billing method defaults from Project Pricing (where applicable) or from the product class. For details, refer to Working with Billing Methods.
Use the Right Panel to access the fields below.
Summary Fields
Reason Code
A special code that indicates why an item (or group of items) is being created. Common examples includes Detailing Error, Shop Error, and Extra to Contract. Reason codes are defined in the Environment module (General > Order Reason Code).
Product/Product Class
Displays the ID of the product (for individual products) or product class (for grouped products such as RB - Rebar Black). View only field.
Description
Text description of the product or product class. You may change the description.
Product Comment
A note or message for the summary line item.
Line Display Options
Check to display on the printed Sales Order form. Uncheck to hide on the form.
- Quantity
- Product
- Product Description
- Unit Price
- Sales Amount
- Order Reason Code
Cost/Profit Estimate
Use the Cost/Profit Estimate group to view a summary of the product's (or product class's) cost and how much profit you made. You can also view tax details and change the tax class (taxable vs. non-taxable).
The following fields (Unit Cost through Tax Amount) are view only.
Unit Cost
Cost for one unit of the product/class.
Unit Cost Unit of Measure
Unit of measure associated with the cost value.
Total Cost
Unit Cost x Quantity
Gross Profit Amount
Dollar/monetary value of gross profit for the product/class (positive or negative).
Gross Profit Percentage
Profit expressed as a percentage (positive or negative).
Retainage
Value held back from the sale based on contact retainage clause.
Tax Amount
Dollar/monetary value of tax charged for the product/class.
Tax Details
Click Tax Details to view a list of tax codes and how they apply to the current product/class.
Tax Class
Taxable or Non-Taxable. Tax Class is defined in the Environment module (General > Tax Class).
For more information, refer to Working with Sales Tax.