Overview
| Excerpt |
|---|
Komet Sales has the option to configure the additional charges for the system in order to calculate or add them automatically to the invoices. To see how these Automatic Additional Charges are applied to the invoices, please refer to How to invoice Additional Charges. |
To make the Additional Charges automatic, follow the steps below:
| title | 1. Create the Charge |
|---|
Go to Setup > Select Settings > Find Order Entry > Click on Automatic Additional Charges. Keep in mind that the Additional Charges should be created before using this option. To set the Additional Charges, please refer to Additional Invoice Charges link. The page "Automatic Additional Charge" will appear. There, you should click on the Add Automatic Charge button. Here you have a "Back" link to go back to the Setting screen. A page called "Add Automatic Additional Charge" will display the 3 steps necessary to configure these charges.
| title | 2. Establishing Name & Amount |
|---|
- Name: Enter the name for the Additional Charge that you want to have automatic. To set the Additional Charges, please refer to Additional Invoice Charges link.
- Carrier: You can specify the Carrier if the Carrier within the order should be a factor to consider in order to apply this Automatic Additional Charge to an invoice order. This is optional.
Amount: Here you must the way how you want to charge the fee and specify the amount. You can select three different ways:
Percentage: It will charge based on the invoice order subtotal.
Currency: to charge a fixed amount per order
Box: to charge a given amount per box regardless of the type or size, you will also able to enter a minimum amount per day. The Min per Day field will only appear when you select Box in the Amount field below the Cap per day, allowing you to set up a minimum daily amount to charge your customers, regardless the number of boxes sold. In other works, the system will make sure of charging the minumum amount in the first order of the day with boxes. If the amount to charge is higher than the value entered there, then the that's the amount to be charged in the order.
Cap per Day: The system allows specifying a limit to charge your customer. This information is optional and could vary depending on if you are applying the additional charge in percentage, boxes or dollars.
Dollars: when the automatic additional charge is set in currency, the cap per day will represent the number of times per day that the customer will be charged for this automatic additional charge. Remember that the cap per day must be an integer number. Leaving this field blank, the system will apply the amount entered on all daily invoices.
Percentage: When the additional charge amount is set by percentage, the system allows specifying a daily limit amount per customer for this automatic additional charge, meaning that if you set a Cap per day of $10, the system will not charge more than $10 dollars to each customer per day.
Boxes: when the amount type is set in boxes, this field allows you to specify a daily limit amount per Customer and Location for the Automatic Additional Charge. This option does not apply for Prebooks generated on E-Commerce. Meaning that if you set a Cap per day of $10, the system will not charge more than $10 dollars to each customer per day.
Order Type: this option allows to select the type of orders to which the additional charge entered should be applied. There are three options available:
Both: if you select this option, the system will include all the type of orders (including Prebooks on E-commerce but only as an informational and estimated value).
Phone: the system will include invoices and Prebooks, excluding orders type Web
Web: the system will only include invoices type Web (including Prebooks on E-commerce but only as an informational and estimated value).
| Warning | ||
|---|---|---|
| ||
If you set the same additional charge with diferent order types this might cause issues with its application. We strongly recommend to avoid do that. |
| Ui expand | ||
|---|---|---|
| ||
You have the option to include or exclude the customers that you want to be affected by the additional charge that was automated. In this screen, you have two lists, Included and Excluded. By default, the system will include the Additional Charge to all you customers. Using the search bars, you can easily find the customers. Using the blue arrow button pointing to the right side, you can exclude the customer selected. Or you can exclude all, using the Exclude All button. Using the other blue arrow pointing to the left side in the middle of the lists called "Include Selected", you can include the ones that you want to apply the additional charge to. Or you can include all, using the "Include All" button at the bottom of the screen. After selecting the customers included in the additional charge list, click Next to continue.
|
.gif?version=1&modificationDate=1522943087140&cacheVersion=1&api=v2)
| title | 4. Set Up of Customer Exceptions |
|---|
Third, Komet allows the user to set a higher or lower amount or percentage exception for certain customers. Here, you can configure an exception to specify an amount per customer, if needed. The automatic additional charge will be different for that specific customer with a specific charge. First, you should select the customer from the list of customers previously included to the automatic charge. Then, enter the amount in percentage or the specific amount. Finally, click on Add button.
| title | Information |
|---|
| Anchor | ||||
|---|---|---|---|---|
|
| Excerpt | ||
|---|---|---|
In this article, you will learn how to configure automatic additional invoice charges. You will also learn how to assign them to customers or carriers.
|
| Info |
|---|
To see how Automatic Additional Charges are applied to invoices, please refer to Invoice Additional Charges. |
Table of Contents
| Table of Contents | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Create an Automatic Additional Invoice Charge
Automatic additional charges can help you delegate manual work when adding additional expenses to your customer’s invoices. This charges can apply to specific customers and carriers or you can also use them for every order you receive from your sales channels.
To create a new automatic additional charge, do the following instructions:
Before adding automatic additional charges, you must first create the additional invoice charge from the Order Entry settings. If you want to learn how to create additional charges, read Add or Edit Additional Charges.
Go to Setup and select Settings.
Click on Automatic Additional Charges from the Order Entry group of settings.
Click on the Add Automatic Charge button.
Add the name of the additional charge.
Select the order type that this charge will apply to; you can select web orders (e-commerce), phone orders, or both.
Optional: Specify the Carriers that will have this additional charge.
Add the amount and select how the system will calculate the charge in the Amount dropdown menu:
Percentage. The system will calculate the additional charge based on the set percentage value and add it to the invoice until the daily limit is reached.
Currency. Set a fixed monetary value that the system will apply to every order meeting the conditions of the charge.
Box. Set a value that the system will charge for each box in the order until the daily limit is reached.
Optional: Set the daily maximum amount for this charge in the Max per Day field for orders with the same shipping date. Depending on the selected type of charge, the system will apply the daily limit:
Percentage. The limit will be based on the currency amount.
Currency. The limit will apply to the entered amount of individual purchases for the same shipping date.
Box. The system will ask for a minimum and maximum amount for the automatic charge.
Click on Next.
Optional:Select customers that will be included or excluded from this additional charge.
Click on Next.
Optional: Set Customer exceptions. If you want to learn more, read Set Customer Exemptions.
Click on Finish.
| Tip |
|---|
When adding or excluding customers from the additional charges, use the “>” button to move selected ones or the “>>” to move all. |
| Info |
|---|
Additional Filter for Multilocation CompaniesThere is an option in the /wiki/spaces/KB/pages/3332457 for activating a filter that allows searching for customers with the same main location associated with the Customer Advanced Setup. |
Set Customer Exceptions
You can customize charges for customers by setting exceptions for higher or lower amounts or percentages.
To add an exception, do the following instructions:
Select the customer
Specify the amount.
Select if the amount is in currency or percentage, and click Add.
| Info |
|---|
The Set Up of Customer Exceptions is optional. If you do not have an exception |
for a specific customer, |
you can skip this step by clicking |
| title | Related Articles |
|---|
the Finish button. |
After adding the customer exception for the automatic additional charge, you will have the option to edit it and delete it. Finally, click on Finish to complete the process. The main screen will display the new automatic additional charge that was just added. Here, you can edit or delete.
|
|
|
|
|
| Tip | ||
|---|---|---|
| ||
There is an option in the /wiki/spaces/KB/pages/3332457 for activating a filter that allows searching for customers with the same main location associated on the Customer Advanced Setup.
|
