# Summary

The order summary block. Calculates and shows subtotal, tax, shipping, discount, and grand total. Two calculation modes: **local** (you specify a fixed tax rate and optional flat shipping) or **remote** (NetSuite calculates tax and shipping via SuiteScript).

In remote mode, the active **tax engine** is detected from your subsidiary settings — *legacy* (NetSuite's built-in), *Avalara*, or *Vertex*. Avalara and Vertex run as third-party tax services for advanced multi-jurisdiction calculation. A manual Recalculate button is available for fresh tax pulls when the engine supports it.

## Available in

* Order Form modules
* Public Page modules

## When to use

* Always include Summary on Order Form pages — it's the running tally users (and Payments) read for the order total.
* Cashier, B2B order entry, B2C checkout, drop-ship, quote — every order context needs Summary.

For non-financial transactions (Purchase Orders, Transfer Orders, Fulfilment Requests), Summary auto-hides the financial breakdown.

## Settings

| Setting       | Description                                                                                              |
| ------------- | -------------------------------------------------------------------------------------------------------- |
| **Configure** | Opens the configuration modal — calculation mode, tax rate, currency, title, record type, flat shipping. |

The configuration modal supports:

* **Use Local Calculation** — Yes (use Local Tax Rate and Flat Shipping) or No (let NetSuite/Avalara/Vertex calculate via the order summary service). Default: No.
* **Local Tax Rate** — fixed tax percentage (only when Local Calculation = Yes). Default: 0.
* **Currency** — display currency code. Default: USD.
* **Title** — heading shown above the summary. Default: *Order Summary*.
* **Record Type** — which transaction record type the summary represents (salesorder, cashsale, etc.). Default: salesorder.
* **Local Flat Shipping Cost** — fixed shipping amount for local mode. Default: 0.
* **Hotkey** — optional keyboard shortcut to scroll to and focus the order total (e.g. *ctrl+t*).

The active tax engine (legacy / Avalara / Vertex) and Avalara sandbox setting are read from the subsidiary configuration at runtime — they aren't picked here.

## How it works

1. Reads the line items, customer, and address from session state.
2. **Local mode** — applies the configured Local Tax Rate to the subtotal and adds Flat Shipping.
3. **Remote mode** — calls the OrderSummaryService for tax and shipping. The actual tax engine depends on the subsidiary's configured engine: legacy (NetSuite built-in), Avalara, or Vertex.
4. **Avalara / Vertex** — if either is enabled in the subsidiary, Summary detects it at mount and uses it for tax. Avalara calculates tax per line item for accurate multi-jurisdiction results. Vertex also re-runs tax automatically when the Payments block collects payment, so the final tax reflects any last-minute changes. For Avalara, the *Avalara Sandbox* subsidiary setting routes calls to the sandbox endpoint when on.
5. When **Use Location Address** is configured on the Address block, Summary uses the location's address for tax jurisdiction calculations on the relevant order types.
6. Recalculation is debounced — changes to line items, customer, or address trigger a fresh calc after a short delay.
7. For PurchaseOrder, TransferOrder, and FulfillmentRequest record types, the financial breakdown auto-hides (these don't have a customer-facing total).
8. If a Hotkey is configured, pressing it from anywhere on the page scrolls to the total and brings it into focus.

{% hint style="info" %}
Use **Local mode** for simpler workflows where tax is a single fixed rate and shipping is flat. Use **Remote** for anything where NetSuite should calculate (multi-jurisdiction tax, calculated shipping, custom rules). Avalara support is automatic when the subsidiary has it enabled.
{% endhint %}

## Examples

**Standard cashier flow.** Summary with Use Local Calculation = No, Title = *Order Summary*. NetSuite handles tax and shipping; Summary reflects whatever the order resolves to.

**Quick local-tax setup.** Use Local Calculation = Yes, Local Tax Rate = 8.25, Local Flat Shipping = 5. For a single-location workflow with simple tax, no NetSuite tax engine round-trip needed.

**Avalara-enabled retail.** Subsidiary with Avalara configured. Summary auto-detects, uses Avalara for tax, and offers a Recalculate button if the user wants a fresh tax pull (e.g. after changing the shipping address).

## Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Order Lines</strong></td><td>The line items Summary reads from.</td><td><a href="/pages/0XacQvdUpwJMX7gVJCf4">/pages/0XacQvdUpwJMX7gVJCf4</a></td></tr><tr><td><strong>Payments</strong></td><td>Reads the Summary total to know what to collect.</td><td><a href="/pages/9UpRZRjM7iTVfilhHOmR">/pages/9UpRZRjM7iTVfilhHOmR</a></td></tr><tr><td><strong>Discount Header</strong></td><td>Order-wide discounts that flow into the Summary.</td><td><a href="/pages/KwPchVKzF7YaQmTvHEIT">/pages/KwPchVKzF7YaQmTvHEIT</a></td></tr></tbody></table>


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