Businesses using Sage CRM may need to track the cost of individual quote and order line items and view the combined cost directly on the corresponding summary screen. A customization addresses this requirement by introducing Cost fields at the line-item level and automatically calculating the Total Cost for Quotes and Orders.
Cost Fields for Quote and Order Line Items
A dedicated Cost field has been added to the Quote Items and Order Items sections. Users can enter and maintain the cost of each line item independently.
Additionally, a Total Cost field has been added to both the Quote summary and Order summary screens, displaying the combined cost of their associated line items.
Automatic Total Cost Calculation
The system recalculates the Total Cost whenever a line item is added, modified, or deleted.
- Line item added: The new item’s cost is included in the total.
- Line item cost modified: The total is recalculated using the updated cost.
- Line item deleted: The deleted item’s cost is excluded from the total.
The calculation follows this principle:
Total Cost = Sum of the costs of all associated line items
For example, if a quote contains three line items with costs of ₹1,500, ₹2,000, and ₹2,500, the Total Cost displayed on the Quote summary is ₹6,000. The same calculation applies to order line items and the Order summary.
This customization provides better visibility into individual and overall costs, reduces manual calculations, and helps keep summary-level totals aligned with the associated line-item costs in Sage CRM.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes add-ons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.