Order Summary and totals
The Order Summary sits below the line items on an order’s Line Items tab. While a quote is being built it shows only Subtotal. The other rows appear once the order is submitted.
Any row shows “–” while a value it depends on is being edited or saved.
In the order they appear. Not every order has every row.
Subtotal
Section titled “Subtotal”The sum of every line item’s Ext. Price. Always shown. It changes only when the line items do.
Factor and Net Cost
Section titled “Factor and Net Cost”- Factor is a multiplier from 0.00 to 1.00 applied to the subtotal. Net Cost is Subtotal × Factor.
- Only on orders from organizations that use a net cost factor.
- Submitted: shown to Order Managers, who can change Factor. Hidden from everyone else.
- Pending Confirmation through Shipped: shown read-only.
Shipping
Section titled “Shipping”- The shipping price. Required: the order can’t be confirmed without it.
- Submitted: shown to Order Managers, who set it. Hidden from everyone else.
- Pending Confirmation through Shipped: shown read-only.
Adjustments
Section titled “Adjustments”- Your catalog’s extra charges (upcharges) and credits (downcharges), such as a delivery fee. Names vary by catalog, and some catalogs have none.
- Each box shows + for an upcharge, added to the total, or − for a downcharge, taken off it.
- Required if marked with an asterisk (*).
- Shown and changed on the same terms as Shipping. See Set adjustments.
What the order costs. Shown on the same terms as Shipping.
Reporting rows
Section titled “Reporting rows”- Figures your catalog calculates, such as counts or cost totals. They don’t affect the total.
- Shown only to Order Managers and admins, below Total. Nobody changes them directly.
How the total is worked out
Section titled “How the total is worked out”Total = (Net Cost if there is one, otherwise Subtotal) + Shipping + upcharges − downcharges
For example, a $1,080.00 subtotal with $150.00 shipping, a $25.00 upcharge, and a $10.00 downcharge comes to $1,245.00.
What clears the charges
Section titled “What clears the charges”- Return to Quote, which is only possible while the order is Submitted, clears the shipping price, adjustments, Factor, and Net Cost. The total goes back to the subtotal.
- Duplicate makes a new quote with no shipping price, adjustments, or factor. The original order keeps its charges.
Once an order is in Pending Confirmation or Accepted, its charges can’t be changed. See Order statuses.