How to Set Up Additional Charges in SalesPRO
Summary
This article describes how to set up Additional Charges in SalesPRO.
More Information
- Additional Charges are similar to Item Price Adjustments
in that they are defined by your business, representing services or
items for which your customers are billed, above and beyond the cost of
the product database item.
- There are a
couple of differences. An item price adjustment is just that - it is
added to the cost within the line item itself.
- Additional charges are added to an entire order and may apply to one or more lines, or all lines.
- The
categories used to group the additional charges may be added or changed
as you wish, these are just for organizational purposes.
- Additional Charges may be set up as either taxable, or non-taxable charges.
Instructions for setting up your Additional Charges
- From within SalesPRO, navigate to Maintenance>Additional Charges.
- Click on New to add an additional charge, or double-click an existing entry to edit.
- Using the drop-down for Group, select the most appropriate category; if you want to create a new group, simply type over the current group name.
- Enter the charge name, and optional description.
- Check the box - 'Treat this item as a product item' - if you would like this charge to show up as a line item on the quote.
- If this box is not checked, be sure to assign a Services Category (Other, Shipping, or Installation).
- Select the method to be used: flat rate, rate per product,percent, percent per product, or rate per foot.
- Methods are described below, in the section called "Calculation Methods for Additional Charges".
- Enter the Value. You may also enter the cost of the charge, if applicable, but Cost is not required.
- Check the "Taxable" box if this item should be taxable.
On the Options tab you may set start/end dates for the charge, allowing you to define a charge before it's effective, or limit the time frame.
Checking "Automatically add this charge to quotes and sales" will cause it to appear on every quote, without taking action.
Checking "Automatically add this charge to purchase orders" will cause it to appear once the quote has been converted to a sale, which creates a purchase order.
Use the box "When adding automatically, use this criteria"
if you wish to add or modify special rules that apply before the charge
can be applied, e.g. minimum/maximum quantity or specific vendors.
Click on "Change the Criteria" to open a separate window to enter the Criteria.
For help with the Criteria, click on "Function Reference Guide" to open a separate window with a built-in help function. (Coding criteria is be explained in another article.)
Click OK.
Calculation Methods for Additional Charges
There are different methods for calculating an additional charge:
- Flat Rate - a flat dollar amount added to the entire quote/sale/order.
- Per Product - a flat dollar amount applied to each product line item in the quote/sale/order.
- Percent - a percentage applied to selected product line items. This is the only method that cannot be set up to apply automatically.
- Percent Per Product - a percentage applied to all product line items in the quote/sale/order.
- Rate per Total Sq Feet - an amount multiplied by the sum of all measured areas of product line items.
- Rate per Total Linear Feet - an amount multiplied by the sum of all measured widths of product line items.
Notes
- The
same window is used to create Item Price and Cost Adjustments, Customer
and Vendor Promotions. The validation rules will vary based on the
icon selected (e.g. the value for a discount is negative).
- The
same name cannot be used for multiple entries (i.e. "Measurement" cannot
appear as both an Additional Charge and as an Item Price Adjustment).
Additional Charges in Order Entry
Additional
Charges defined as automatic will appear without any action by the
user. Those without criteria will appear immediately; those with
criteria will appear once the condition has been met. You may delete
any automatic additional charge, and it will not recreate. If you wish
to change the value of an automatic charge, you must delete it and add
it manually with the desired amount. Once an automatic charge has been
deleted, the criteria will no longer apply for that quote.
If
the box "Show this additional charge alongside product items" was not
checked when setting up the charge, the amount will be summarized at the
bottom right under Services. To show the detail, click on Services and
the line item will become visible. It will not remain visible on a
printed or emailed quote.
See Also
- How to Set Up Item Price Adjustments in SalesPRO
- How to Set Up Customer Promotions in SalesPRO
- Understanding How Pricing Works in SalesPRO
Applies to
Related Articles
Criteria examples for additional charges
This article will provide examples for creating a variety of automatic additional charges and vendor/customer promotions. How these examples should be used Locate an example from the list below. Create an additional charge or vendor/customer ...
How to Set Up Item Price Adjustments in SalesPRO
Summary This article describes how to set up Item Price Adjustments in SalesPRO. Item price adjustments allow you to add an additional amount to the Retail price shown on your quotes and orders. This additional amount will not be seen by the ...
Adding an Additional Charge
More Information These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links. Steps While editing a quote or sale, click on ...
How to change the order in which Additional Charges and Customer Promotions are listed in Order Entry in SalesPRO
Summary Beginning with SalesPRO version 5.0.227, users can easily change the sequence in which Additional Charges and Customer Promotions are listed in Order Entry. Below are instructions. Instructions From within the SalesPRO software, navigate to ...
How to Set Up Item Cost Adjustments in SalesPRO
Summary This article describes how to set up Item Cost Adjustments in SalesPRO. More Information Item Cost Adjustments are allocation charges defined by your business, representing expenses to you beyond the cost of the product. An item cost ...