back to knowledgebase

How can I add and control sub-totals and headers to Quote, Sales Order and Invoice PDFs?

Updated: 21 March 2019 16:38:03 OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Orders::Purchase Orders OpenCRM::Invoice OpenCRM::Settings::Templates

See also : How do I setup and use product groups / grouping on quotes?

Once you have setup your Quote, Sales Order or Invoice with product grouping, and sub totals as described in the FAQ linked above, it is possible to adjust the output of the PDFs to control how this product grouping is reflected.

The following options are available when you are setting up your PDF templates.

What do they mean? 

Now, obviously you wouldn't want to have ALL of these switched on at once, but for the sake of showing you where they fall on your PDFs, here's an example.

Show product group headings: (PinkShow a heading above each product grouping

Show product group subtotals after each section: (Green) At the end of each group of products, insert a sub total row showing the sub total of that product grouping

Show product group subtotals at the end: (YellowThis will display a subtotal for every product grouping at the end of the product grid, one after the other.

Show product group subtotal discount: (not pictured) As well as showing the group subtotal, also add a row to show the discount applied for that product grouping. This will display underneath each subtotal - either at the end of each section, or at the end of the product grid depending on which of the above options are selected.

Show product group subtotal after discount: (not pictured) As well as showing the group subtotal, also add a row to show the total amount after the discount has been applied for that product grouping. This will display underneath each subtotal - either at the end of each section, or at the end of the product grid depending on which of the above options are selected.

Show description on product group header: (Orange)  Include the group description on the header row (requires  Show product group headings to be on)

Show description on product group subtotal: (Purple) Include the group description on the subtotal row (requires  Show product group subtotals to be on)

Rate This Article
  • 1 star
  • 2 star
  • 3 star
  • 4 star
  • 5 star
Feedback and Comments
captcha code  


You may also be interested in: