This article will provide examples for creating a variety of automatic additional charges and vendor/customer promotions.

How these examples should be used

1. Locate an example from the list below.
2. Create an additional charge or vendor/customer promotion. 
3. Fill in the fields as indicated in the example. All other fields can be filled in as needed based on the charge you are creating.

Example AC-1

$5 per product (any product)

This additional charge will add a line item that will charge $5 for each product that exists on the Q/S/O.

• Method = Per Product
• Value = 5
• Automatically add this charge to quotes and sales = Check
• Criteria = None

Example AC-5

$5 per product (a specific product)

This additional charge will add a line item that will charge $5 for each specific product on the Q/S/O.

• Method = Per Product
• Value = 5
• Automatically add this charge to quotes and sales = Check
• Criteria = ItemProductName() = "my product name"

Example AC-10

$5 per horizontal blind

This additional charge will add a line item that will charge $5 for each horizontal blind on the Q/S/O.

• Method = Per Product
• Value = 5
• Automatically add this charge to quotes and sales = Check
• Criteria = ItemProductType() = "Horizontal Blinds"

Example AC-20

$5 per Graber cellular shades

This additional charge will add a line item that will charge $5 for each Graber cellular shade on the Q/S/O.

• Method = Per Product
• Value = 5
• Automatically add this charge to quotes and sales = Check
• Criteria = ItemManufacturer() = "Graber"

Example AC-30

$5 per Graber cellular shades < 100" wide

This additional charge will add a line item that will charge $5 for each Graber cellular shade on the Q/S/O that is less than 100" wide.

• Method = Per Product
• Value = 5
• Automatically add this charge to quotes and sales = Check
• Criteria = ItemManufacturer() = "Graber" AND ItemProductType() = "Cellular Shades" AND ItemWidth() <= 100

Example AC-40

$5 per Graber cellular shades between 100" and 120" wide

This additional charge will add a line item that will charge $5 for each Graber cellular shade on the Q/S/O that is at least 100" wide but no more than 120" wide.

• Method = Per Product
• Value = 5
• Automatically add this charge to quotes and sales = Check
• Criteria = ItemManufacturer() = "Graber" AND ItemProductType() = "Cellular Shades" AND ItemWidth() >= 100 AND ItemWidth() <= 120

Example AC-50

$5 per foot for Graber cellular shades of a certain style

This additional charge will add a line item that will charge $5/foot for each Graber cellular shade on the Q/S/O.

• Method = Rate per Total Linear Feet
• Value = 5
• Automatically add this charge to quotes and sales = Check
• Criteria = ItemManufacturer() = "Graber" AND ItemProductType() = "Cellular Shades"

Example AC-60

$10 one time charge for any horizontal blind

This additional charge will add a line item that will charge $10 if at least one horizontal blind is on the Q/S/O.

• Method = Flat Rate
• Value = 10
• Automatically add this charge to quotes and sales = Check
• Criteria = ItemProductType() = "Horizontal Blinds"