Information shown in the cost summary can be adjusted to your preference. This article explains the different elements that can be added to the cost summary.
First of all, you can change the cost summary settings by hovering your mouse over the cost summary and select the 'gear' icon in the small black menu bar that appears on the right side of the cost summary (as can be seen in the image below).
The cost summary collects information, with the most important elements being products and prices. What do those different elements mean?
An event contains products. These products and prices form the basis of a cost summary. After selecting 'products' in the cost summary settings, a few extra product related possibilities appear.
Products included in package
A package often has included products. These are products that are mandatory to purchase. Select this option if included products need to be shown in the cost summary.
Select this option if the product/item amount needs to be shown. Most often, this is one item or times the number of guests. Amounts are easily adjusted in the activity itself.
This is the short product description.
Merge products based on category (if visible), item price and visible product name. In case 'product categories' is turned on at the cost summary settings, only products in the same category are merged. Merging products is particularly applicable if you want to create a cost overview.
Other product related elements:
Decide whether product categories are shown, as they processed at setup. Products are grouped based on their product category.
Select whether products added to an internal activity are shown in the cost summary.
Together with products, price is an important element of the cost summary. The cost summary has several price related elements.
Do you want the VAT rates of products to be shown in the cost summary? Select this option.
The total price of the event is shown.
Total price per category
Select this option if you want to show the total price per product category.
Determines whether the cost summary is visualized including or excluding VAT. When you choose for 'Default VAT', the VAT settings are based on the event type's VAT setting.
Schedule as a cost summary
A cost summary is easily added to documents. However, a schedule can also be used as a cost summary if set up correctly. The difference with a standard cost summary is that a cost summary generated via the schedule is based on time instead of product categories.
The following elements can be added to the schedule and are particularly interesting for creating a cost summary.
Essential to include. Otherwise, no information is shown.
Product prices need to be selected in order for the system to calculate the product's total price (number of guests x product price)
The total price of the event is shown. The total is only visible when product prices have been activated as well. Via the schedule settings you can select whether to show the total price including or excluding VAT.
Is the event spread over multiple days? Selecting this option will show the total of each day.
Is the event spread over multiple days but you want the activities, products and prices not to be shown per day but are merged in a list of products? Select this option.