Overview
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The system allows you to automatically charge the fuel surcharge to specific accounts. This amount is calculated based on the port of origin of the goods and its box type. |
The FOB is only displayed for informational purposes. There are several options for showing the information on the invoice which depends on the settings Fuel Surcharge and Show FOB price Settings:
1) Charge Fuel Surcharge enable and Show FOB price disabled: The Fuel Surcharge will appear on the invoice as a separate item called Fuel Surcharge.
2) Charge Fuel Surcharge enable and Show FOB price enable: The Fuel Surcharge will be added to the unit price, so in the invoice will appear added to the unit price.
3) Charge Fuel Surcharge disable: The system will display only the Unit Price regardless a Fuel Surcharge has been set up.
Fuel Surcharge Options
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In order to apply this charge you must first configure the system by following these steps:
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Once the fuel surcharge rate amount has been specified, the system will automatically apply this as an additional charge to any invoice for the customers that have the "Charge Fuel Surcharge" option enabled. This additional charge will be displayed as a separate line item on the invoice. In addition to this on the Add Order screen, when clicking on the "Edit" option under the "Actions" column a "FOB" price field will show. The "FOB" shows the unit price plus the fuel cost for each unit invoiced. This will allow the salesperson to provide the FOB price to the customer. Example Let's assume that you create an order for a customer and you add the following: 2 HB of Pom Novelty White If you establish the fuel surcharge at $2.00 per HB and $1.50 per QB, assuming that these items come from the same origin the system will automatically calculate the surcharge as follows: 2 HB of Pom Novelty White x $2/HB = $4 |
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If you enable the option "Show FOB Price", the system will display the Fuel Surcharge and Unit Price as one. Notice this option applies for price A as well as for price B. If the FOB is displayed as FOB Price meaning that the Fuel Surcharge and Unit Price are being displayed as one. This depends on whether the customer has the "Show the FOB Price" enabled and the "Charge Fuel Surcharge". Refer to Customer Advanced Setup for more information.  |
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You may agree with your customer to do not charge the Fuel Surcharge when the invoice comes from a Standing Order. For doing that, check the box Exclude Standing Orders in the Fuel Surcharge tab, and click on Save.
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The fuel surcharge is included in the total sales figures but it is not used to calculate the GPM. |