Table of Contents

1. Go to Setup and select Settings. 

2. Click on Automatic Additional Charges from the Order Entry group of settings.

3. Please refer to the Additional Charges - Invoice link to set the Additional Charges. The page "Automatic Additional Charge" will appear. There, you should click Click on the Add Automatic Charge button. You have a "Back" link to return to the Setting screen. A "Add Automatic Additional Charge" page will display the three steps necessary to configure these charges.

Establish the Name and Amount

First, you must specify the name and amount, keeping in mind the following:

• Name: Enter the name for the Additional Charge you want to have automatically. Please refer to the Additional Invoice Charges link to set the Additional Charges.

• 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: You must select how you want to charge the fee and specify the amount. You can choose three different ways:

  • Percentage: It will charge based on the invoice order subtotal.

  • Currency: to set a fixed amount per order.

  • Box: to charge a given amount per Box regardless of the type or size, you can also 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 of the number of boxes sold. In other words, the system will charge the minimum amount in the day's first order with boxes. If the amount to charge is higher than the value entered, 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 whether you apply 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 automated 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 yo's name and code.

2. Add the name of the additional charge.

3. Select the order type that this charge will apply to; you can select web orders (e-commerce), phone orders, or both.

4. Optional: Specify the Carriers that will have this additional charge.

5. Add the amount and select how the system will calculate the charge in the Amount dropdown menu:

   1. 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.

   2. Currency. Set a fixed monetary value that the system will apply to every order meeting the conditions of the charge.

   3. Box. Set a value that the system will charge for each box in the order until the daily limit is reached.

6. 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:

   1. Percentage. The limit will be based on the currency amount.

   2. Currency. The limit will apply to the entered amount of individual purchases for the same shipping date.

   3. Box. The system will ask for a minimum and maximum amount for the automatic charge.

7. Click on Next.

8. Optional:Select customers that will be included or excluded from this additional charge.

9. Click on Next.

10. Optional: Set Customer exceptions. If you want to learn more, read Set Customer Exemptions.

11. Click on Finish.

Set Customer Exceptions

Third, Komet allows users to set a You can customize charges for customers by setting exceptions for higher or lower amount or percentage exception for specific customers. Here, you can configure an exception to specify an amount per customer. The automatic additional charge will differ for that specific customer with a particular charge. First, select the customer from the list previously included in the automated charge. Then, enter the amount in percentage or the specific amount. Finally, click on Add 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.

amounts or percentages.

To add an exception, do the following instructions:

1. Select the customer

2. Specify the amount.

3. Select if the amount is in currency or percentage, and click Add.