Turn on line items mode: quantity, price, tax and total
Turn the catalog into a quote builder: each line has a quantity, a price and a total, and Corteksa works out the subtotal, the tax and the total.
Before you start · 1 thing · for owners and agentsA multi-select Smart Catalog, a price field in the source unit
- You need: The permission to edit units, for the setup
- A Smart Catalog with multi selection, and a source unit that has a numeric or currency price field.
Steps
In the record
- Choose the products, and each product’s price is copied at the moment you pick it.
- Change the quantity on each line.
- Each line’s total = quantity × price (minus the discount, if you added a discount column), rounded to the decimal places you set.
- Enter the record’s tax rate, from 0 to 100%.
- The subtotal, the tax and the total show.
The price is saved when it’s picked
Changing a product’s price later doesn’t change old quotes. And deleting the product keeps its price in the quote.
If you allow the price to be changed, a change is accepted on each line and logged, because changing a price is a financial decision.
Using it in formulas and quotes
SUM_LINES({items}) gives the subtotal before tax. An example of a total with 15% tax: ROUND(SUM_LINES({items}) * 1.15, 2).
In the table’s column totals, the catalog supports Sum only, which is the total of the subtotals before tax.
In documents, the subtotal, tax and total rows show.
If something goes wrong
A real example
Quotes are worked out by hand, and tax mistakes happen.
- An “Items” catalog from “Products”, in line items mode, with “Selling price” as the price field and 15% tax.
- A document template that prints the line items table and the total.
A correct quote in two minutes, and the old prices stay saved in earlier quotes.