How to add discount amount and subtotal to process reports

How to add discount amount and subtotal to process reports

Summary

This article describes how to add additional discount amounts and subtotals to process reports.

More Information

Beginning with Solatech Software version 4.2.0.417, users can add a Subtotal field to process reports (such as Quotes, Invoices and Order Confirmations). The Subtotal field will display a revised subtotal amount on process reports when additional discounts have been entered on an order (order discounts are entered on the Payments tab in order entry). The additional discount amount can either be entered as a dollar amount or as a percentage. If entered as a percentage, the software will automatically calculate and display the dollar amount as well. For example, in an order with a total of $1,000 and an additional discount of 25% entered on the Payments tab, the report would list the amounts in the following manner:

Subtotal:                $1,000

Discount:               25% ($250)

                                $750


To set up this feature, follow the steps below. For this example, we will be working with quotes, but the process is the same for all other reports.

Creating a modified process report

In order to make any changes to a process report you first need to make a copy of the standard report (you can't make changes to the built-in reports).

Note: If you already have a modified report you want to use you can skip this section and proceed with the section Adding the Subtotal Field.

Making a copy of a standard report

  1. Run the Solatech Window Covering Software.
  2. From the Tasks menu click Manage Process Reports.
  3. On the left hand column, select the category Quotes.
  4. From the list of reports select Solatech Quote.
  5. Click the Modify button. When prompted to make a copy click Yes.
  6. Enter My Quote for the new name and click OK.
  7. When the Modify Report screen is displayed, click OK.
  8. You will now see the My Quote report listed.

Setting up the modified process to be used

Now that your modified report has been modified you need to configure the process reports setup so that the new report is used instead of the existing report.

To setup your new report to be used

  1. If the Report Center is not already open, open it by clicking Manage Process Reports from the Tasks menu.
  2. On the left hand column, select the category Quotes.
  3. From the toolbar click Setup Reports.
  4. In the Output Type field, select Quotes from the dropdown list.
  5. The list of quotes that are currently setup to be used are listed at the bottom of the Process Report and Label Setup screen.
  6. Remove the listed reports by clicking each one and click the X button.
  7. Click the Add button.
  8. From the list of available quote reports select My Quote.
  9. Click OK.
  10. On the Edit Process Report Setup screen click OK.
  11. Click Close.

Adding the Subtotal Field

Now that the report has been set up, we can add the subtotal field

To add the subtotal field

  1. If the Report Center is not already open, open it by clicking Manage Process Reports from the Tasks menu.
  2. On the left hand column, select the category Quotes.
  3. In the Output Type field, select My Quote.
  4. From the toolbar click Modify.
  5. Click the Totals button.
  6. Place a check mark beside of Discount and Subtotal after discount
  7. Click OK

Repeat the steps above for any other process reports to which you wish to add the Discount and Subtotal after Discount fields.

APPLIES TO

  • Solatech Window Covering Software 4.2

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