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.  

    • There is an option to apply only to specific types of customers (e.g. commercial vs. consumer).

  • 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.  

    • There is an option to apply only to specific types of customers (e.g. commercial vs. consumer).

  • 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 


Applies to

  • SalesPRO Software