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Fields/Functions

Description

1

Add Product

See the tab “Product Import” – Add Product

2

Import from File

See the tab “Product Import” – Bulk Import

3

Item Note

Enter any input as a note for the line item.

4

Order Qty*

Enter quantity of line item.

💡  This field can support up to 1 decimal place.

💡  If users use the “Add Product” button to add products to the quotation/invoice, this field by default will indicate 0 for all line items. Users will manually enter the quantity for each line item.

💡  If users use the product bulk import for quotation/invoice, this field will automatically be filled with the user’s desired quantity for each item. For  more information, see Bulk Import Product.

5

Unit Price*

Enter/Change the unit price of line item.

💡 This field will always display the Base Price of the line item product as is recorded in the backend. For more information, see 1.1 Adding a new Product of the EPOS V5 BACKEND MANUAL.

6

Discount

Give either dollar($) or percentage(%) discount to each line item.

💡 By default, this field will reflect percentage (%) with a value of 0. Users can leave this field untouched if no discount is to be given.

7

Amount

Display the sum total for the line item.

💡[For No Tax] This field is calculated by: 

(Order Qty x Unit Price) – Discount

8

Duplicate / Delete

Duplicate or delete a line item.

Duplicate line item:        Delete line item: 

9

Term

Enter input (eg. payment/quotation terms) for the whole quotation/invoice.

10

Subtotal / Tax Total / Shipping Fee / Total

Subtotal  :  Display subtotal amount

💡This field is calculated by summing up all Amounts for each line item.

Tax Total  :  Display default value $0.00 [For No Tax]

Shipping Fee  :  Enter shipping fee (if any)

💡This field can support up to 6 numbers and 2 decimal places

Total  :  Display the quotation/invoice grand total

💡This field is calculated by:

(Subtotal + Shipping Fee)