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Excerpt

In this article, you will learn how to associate additional charges to new and existing Prebooks and Standing orders.

Tip

User Roles: Fulfillment, Admin, Sales Manager, Sales, Allocations, and Procurement Manager.

Note

These charges will show in the invoice. If there are already charges on your invoice that match the additional charges you've added, the system will only keep the one with the higher value. It won't duplicate the charges on your invoice.

This transfer of additional charges applies to the following options:

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Enter Additional Charges in a New Prebook

  1. Create a Prebook.

  2. Click on the + icon, in the Total section under the section General Customer Information.

  3. Click on the Additional Charges link.

  4. Modify the additional charges, in the Additional Charges window.

  5. Click on the Close button.

  6. Click on Save in the section General Prebook Information.

Info
  • Use the keyboard shortcut Crtl+g to open the Additional Charges window once the Prebook header is saved.

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Enter Additional Charges in a New Standing Order

  1. Create a Standing Order.

  2. Click on the link Add additional charges in the Standing Order section.

  3. Modify the amount for the additional charges in the Addiotional Additional Charges pop-up.

  4. Click on the Close button.

Info
  • Use the keyboard shortcut Crtl+g to open the Additional Charges window once the Standing Order header is saved.

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Enter Additional Charges in Existing Prebooks and Standing Orders

  1. Search for an existing Prebook or Standing Order, on the Prebook Summary or the Standing Order Summary tabs.

  2. Click on Edit, under the Actions column.

  3. Follow the steps mentioned in the sections above, corresponding to either a Prebook or a Standing Order.

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