Adding a sales itemizer

When you add a sales itemizer, you must assign at least one major or family group. If you assign a major group, then all the family groups under it are automatically assigned to the itemizer. However, you can also remove an assigned family group or major group. See Removing an assigned family group or major group from sales itemizer.

  1. In the Sale section, click Add New.
  2. In the Subtotal # list, select an option.
  3. To assign a major group to the itemizer, perform these steps.
    1. In the column of Major Groups Assigned, click Assign.
    2. In the Available section, select a major group and click the right arrow button.
    3. Click Apply.
  4. To assign a family group to the itemizer, perform these steps.
    1. In the column of Family Groups Assigned, click Assign.
    2. In the Available section, select a family group and click the right arrow button.
    3. Click Apply.
  5. Click Save Changes.