Adding a subtotal to a document.

Adding a subtotal to a document.

To create a subtotal in a document similar to the following 




Step 1.

Create a new item group.


for Type set it to 'Remark'
for Subtotal Level set it to 'Level 1 Reset'
  1. there are 9 grouping levels to use.
  2. 'Reset' means to reset the count.
  3. 'Accumulate' will display the sum of all the above row. unless there is a 'Reset' in which case the values will be up to the last reset.
Tick the 'Subtotal for Amount'
if you want to sum up the quantity you can tick the 'Subtotal for Quantity'


Step 2.
Create a new item. 
Select the item group created in the previous step.


Step 3.
Using the subtotal in the document.


    • Related Articles

    • Creating New Service Item

      2.2.2 Creating Items Items are used in the content of your document like your Quotation, Delivery Order, Sales Invoices, Purchase Order, Supplier’s Invoice, etc. 2.2.2.1 Creating New Service Item Location Action Remark Setup> Item Details> ...
    • Changing to different Printout Format

      Changing to different Printout Format ​ Location Action Remark SALES> QUOTATION  Click on LAYOUT Document Properties Dialogue box will appear  Un-Tick all the DEFAULT boxes Un-Tick the Default box release the pre-set layout format you have set in ...
    • Document Import XML format

      Version: 2.0.4 Date: 2023-04-12 XML format documentation 1. Invoice The follow sections describe the format of the Sales Invoice XML file. XML Mandatory Description <?xml version="1.0" encoding="UTF-8" standalone="yes"?> Y XML Declaration. <ociac10> ...
    • Changing my Item's default posting

      When you need an item to post to a specific account you can create up an item group to specify the posting. In the following example, i want to post to rental account whenever i choose the rental account. Under Setup -> Item details -> Item Group ...
    • Formatting Document Running Numbers

      Formatting Document Running Numbers Location Action Remark Setup Activity> Running No.  Click SETUP activity  Click COMPANY DETAILS  Click Running No. module  Select QUOTATION  Click EDIT This is to open Quotation Running No. Registration to ...