By default these amounts are based on the shipped quantity except in the case of a quote and a booking order, which are based on the order quantity.

However if the user clicks the button on the header of the sales order called “Totals By Ordered Qty” the totals will be based on order quantity of all sales order types.

Total Weight – The total weight of all items on the sales order. If this number is red then that means that not all items on the order have a weight. The user can override this just before shipping if it is known to be incorrect.

Freight – This is the freight for this order and it is calculated based on the shipping charges setup in company settings default unless a shipping method has been setup with freight amounts under edit/Ship Via. This freight is editable by the user if they want to change it before invoicing.

Discount – This discount comes from the customer default discount but is editable by the user. This total order discount is applied after line by line discounts so be sure that is the result that you want.

Surcharge – The surcharge is calculated based on the percentage put onto the inventory product code (aka category). It can be overridden by the user but once it is it will never re-calculate for this order.

The main setup for the surcharges is done in company settings under sales orders/Surcharges. You have to set:

  • Tax Code 1 – Select id tax 1 is charged on the surcharge
  • Tax Code2 – Select if tax 2 is charged on the surcharge
  • Min – Set the minimum amount for each order’s surcharge
  • Max – Set the maximum amount to charge for each order’s surcharge
  • GL Account – The GL income account to post the surcharge to
  • Alias – What you want to call the surcharge. ie: ‘Fuel Surcharge’ or ‘Shop Charge’

Current GP – The gross profit amount and percentage for this sales order based on current cost.

Average GP – The gross profit amount and percentage for this sales order based on average cost.

Sub Total – The sub total of the order before taxes and freight

Tax1 – Total tax 1 for the order

Tax2 – Total tax 2 for the order

Total – Grand total of the order.

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