Summary

Beginning with version 5.0.227, you can now choose to separate Installation, Shipping and Other charges on process reports. This is a two step process:  Modifying your process reports and modifying your existing Additional Charges.

Instructions

Modify your process reports

• From within SalesPRO, go to Setup and select the Process Reports icon.
• Select  a process report on which you wish to separate additional charges. 
• Click once on the report name, and then click the Modify button.
• On the Modify Report Layout window, select the Totals tab.
• Place a check mark to the left of the charges you wish to show separately.
• In the blank field to the right of each charge, you may enter an alternate heading for that charge.  The alternate heading will show on the process report. 
• Make sure to remove the check mark to the left of Services. If left checked, the Services line will still appear below Installation/Shipping/Other and will show the total of the three charges.  
• Press OK to exit and save your changes.
• Repeat with any other process reports on which you wish to display the charges separately. 

Modify Your Additional Charges

• From within Solatech, go to Maintenance and select Additional Charges.
• Click on one Additional Charge that is currently being used.
• Click on the Edit button.
• On the Edit Additional Charge window, use the dropdown menu to the right of Services Category to select the appropriate type of charge. 
• Press OK to exit and save your changes
• Repeat with other Additional Charges as needed. 

Viewing your charges in Order Entry and on process reports

• In order entry, there are two buttons to the right of your totals section in the bottom right hand corner.
• Clicking this symbol  will display a breakdown of the charges as shown below.
  

• Clicking this symbol  will show the normal view, with the additional charges totaled in Services.

• On the output, the customer will see the breakdown below Subtotal.  

Applies To:  

• SalesPRO Software