Overview
The Sales Order financial summary allows users to clearly view the main financial amounts directly from the document detail view.
The objective is to provide a dedicated summary area where users can quickly review the most important amounts without checking each document line individually.
How the financial summary works
When users create or review a Sales Order, the financial summary displays the main document information in a summarised way
Depending on the active configuration, the summary can display:
Document subtotal
Total discounts
Tax base
Total taxes
Transport or shipping costs
Final amount
If Tax Management or Transport Cost features are not enabled, those fields are hidden and the summary remains simpler and more compact.
Clearer financial information
Users can review the main Sales Order amounts directly from a single financial summary area.
The summary groups together key information such as:
Subtotal
Discounts
Tax base
Final amount
In addition:
If Tax Management is enabled, tax-related amounts are also displayed
If Transport Cost is enabled, transport amounts are displayed
When these features are not enabled, the summary keeps a simpler layout focused only on the standard document amounts.
How amounts are calculated
The amounts displayed in the financial summary are calculated directly in Sage Sales Management using the information available in the sales document.
This includes:
Document lines
Line amounts
Discounts
Customer and product configuration
Tax configuration, when enabled
Transport configuration, when enabled
When users modify a Sales Order, the financial summary updates automatically to reflect the changes made.
Related configuration
The standard financial summary is available without additional setup.
However, some fields depend on specific features:
Enabled feature | Information displayed in the summary |
Tax Management | Tax base, total taxes and tax-related amounts |
Transport Cost | Transport or shipping amount |
No additional features enabled | Standard financial summary |
Important behaviour
The financial summary is designed to improve visibility and understanding of Sales Order amounts.
This functionality:
Does not introduce a new calculation engine
Presents existing amounts in a clearer and more structured way
Automatically hides fields related to inactive features
This ensures users only see information relevant to their current configuration.
Key points to remember
Feature | Behaviour in Sage Sales Management |
Financial summary | Groups together the main Sales Order amounts |
Tax Management | Adds tax-related information to the summary |
Transport Cost | Adds transport amounts to the summary |
Dynamic updates | The summary updates automatically when the order changes |
Smart visibility | Only active fields are displayed for each configuration |
For more information related to the amounts displayed in the financial summary, see the following articles: