Disabling Rounded Total in Sales Transactions

Disabling Rounded Total in Sales Transactions

Overview

Rounded Totals in iVendNext simplify reports by adjusting Grand Totals to whole numbers. If you prefer exact figures, this article shows how to hide Rounded Totals from print formats.




Key Considerations Before Disabling Rounded Total

  • Feature Scope: Only affects sales transactions (Orders, Invoices, etc.)

  • Impact: Changes apply only to standard print formats, not custom templates

  • Visibility: Disabling removes Rounded Total from both screen and printed documents

  • Data Integrity: Original Grand Total remains unchanged in calculations



Step-by-Step Guide to Disable Rounded Total

Step 1: Access Global Defaults

  1. Log in to your iVendNext account

  2. Use the Awesome Bar (search bar at top) to find "Global Defaults"

  3. Select the Global Defaults option from search results


Step 2: Locate Rounded Total Setting

  1. In Global Defaults, navigate to the Sales section

  2. Look for the checkbox labeled "Disable Rounded Total"

  3. Check the box to activate this setting


Step 3: Save and Verify Changes

  1. Click Save to apply the new setting

  2. For changes to take effect:

    • Clear your browser cache (Ctrl+F5)

    • Refresh your iVendNext session

  3. Create a test Sales Invoice to verify:

    • Rounded Total no longer appears in documents

    • Grand Total remains visible and unchanged



When to Disable Rounded Total

✔ Precision Accounting: When exact amounts must be preserved ✔ Regulatory Compliance: For financial reporting requiring unrounded figures
✔ Custom Formatting: When using external rounding logic in templates
✔ International Operations: Where currency conventions differ



Frequently Asked Questions

Q: Will disabling affect existing transactions?
A: No, this only changes the display for new transactions going forward.


Q: Can I disable this for specific documents only?
A: No, this is a system-wide setting affecting all sales transactions.


Q: How does this impact tax calculations?
A: Taxes continue calculating on the actual Grand Total, not rounded amounts.



Troubleshooting

Here’s a quick look at some common issues you might run into.


❌ Problem: Rounded Total still appears after changes
✅ Solution:


  • Confirm you saved Global Defaults

  • Clear cache completely (try incognito mode)

  • Check for conflicting custom print formats


❌ Problem: Setting reverts after logout
✅ Solution:


  • Verify user permissions (Admin rights required)

  • Check for system updates

  • Contact iVendNext support if issue persists



Best Practices

Here’s a quick look at some of the best practices for disabling rounded total in sales transactions.


  • Communicate Changes: Inform accounting teams about the modification

  • Test Extensively: Verify with multiple document types before finalizing

  • Document Settings: Keep record of customization decisions

  • Review Periodically: Reassess as business needs evolve



Alternative Approaches

For businesses that need occasional rounding:


  1. Custom Print Formats: Design templates with conditional rounding

  2. Report Builder: Create reports with rounded figures

  3. Excel Exports: Apply rounding during data export



    • Related Articles

    • Managing Sales Persons in Sales Transactions

      Overview This article will guide you through the process of managing salespersons in sales transactions in iVendNext. 1. Introduction to Sales Persons in iVendNext Salespersons are the backbone of your sales team, and their performance directly ...

    • Understanding Sales Transactions

      Overview This article will guide you through the key components of sales transactions, including Sales Orders, Delivery Notes, Sales Invoices, and Payment Entries. 1. Key Components of Sales Transactions Some of the key components of a Sales ...

    • Managing Item Rates Across the Sales Cycle

      Overview This article shows how to set up iVendNext to apply different rates for the same item across Sales Orders, Delivery Notes, and Invoices. Why Manage Item Rates Across the Sales Cycle? In many businesses, the rate of an item may change due to ...

    • Integrating Sales Partners into Your Sales Process

      Overview This article will guide you through the steps to effectively integrate sales partners into your sales process. 1. Introduction to Sales Partner Integration Integrating sales partners into your sales process involves creating a system where ...

    • Understanding Sales Team Incentives

      Overview This article will guide you through the process of setting up, calculating, and managing sales team incentives in iVendNext. 1. Introduction to Sales Team Incentives Sales incentives are rewards or bonuses given to sales team members based ...