Summary

This article explains how to display your retail price and discount on a process report, i.e., quote, invoice and/or order confirmation.

More Information

Before you can display these fields on your report, you must be using Solatech 4.2 with all updates installed. If you are using the default Solatech reports, duplicate and create your own reports that can be modified.

The following fields will display the Line Item Pricing as calculated in Price Breakdown in

Order Entry:

• Retail Price - this displays the Before Discount Retail Unit Price (MSRP).
• Discounted Price - this displays the Discounted Price (MSRP + Standard Discount).
• Item Discount - this displays the amount of the Additional Line Item discount to be calculated, i.e., $10 or 10%. However, if you want to display this field, the additional line item discount has to be applied using the same discount method as was used to format the report. The Item Discount display cannot be changed on the fly in the software.
• Item Discount Amount - this displays the calculated amount of the Additional Line Item discount.
• Unit Price - this displays the Item Price per unit.
• Total Price - this displays the total price of the line item (Item Price x Quantity).

To setup these fields:

1. From the main menu of the software, click Tasks>Manage Process Reports.
2. Select the Report Category, i.e., Quotes.
3. Highlight the report you want to edit and click Modify.
4. On the Layout tab, click Line Items.
5. Determine the fields that you want to display.
6. To change an existing field, highlight the field and select the new field from the Data field drop-down list on the right-hand side of the display fields.
7. Change the heading and format the field accordingly. You may need to adjust the Field Width to ensure all fields display correctly.
8. To add or remove a field, click the appropriate button - Add Field or Remove Field. Repeat Step 7 to format new fields.
9. To re-sequence the fields so that they display in the proper order, use the Up and Down arrows.
10. To add additional fields such as Options from Order Entry, i.e., Room Location - in the Data Field, enter [Room Location]. Note: The option name must be spelled exactly as you see it in Order Entry enclosed in square brackets.

Below is a screenshot of a Quote Without Sizes using these fields and the Field Width for each:

Quantity (.35), [Room Location] (.75), Description2 (3), Discounted Price (.75), Item Discount

Amount (.75), Unit Price (.75) and Total Price (.75).

Additional Information

This article explains how to display additional line item savings for one unit of a line item. To calculate and display additional line item savings based on multiple quantities, refer to the article listed below.

• How to add the additional item discount to process reports

REFERENCES

For more information, refer to the following knowledge base articles:

• How to add the additional item discount to process reports
• How to setup Process Reports

APPLIES TO

• Solatech Window Covering Software 4.2