Overview
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The system allows to include additional charges on sales documents merged with the unit price or as a separated line. This must be activated on a per company basis (or per location basis, in multilocation companies) and works both for massive and individual printing. |
Instructions
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This setting can be found under Setup>>Setings>>Locations, in the case of multilocation companies.
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How Does this Option Work for Users?
This option will work when users try to print PDF documents of Prebooks and Invoices individually or massively from the Order Summary and Prebook Summary tabs. Also while sending those documents by email. This option does not work for BOLs, CCI, PODs, etc.
Once you click on Print, the system will ask you if you want to distribute the Additional Charges thorugh the items in the order, if this is the case, check the box Distribute Additional Charges. Leaving the box unchecked, the additional charges will appear as separate lines in the invoice. Once the option is selected, you will be able to choose if the additional charges descriptions must be displayed or not.
Download here an example of a Prebook whose additional charges have been included in the unit price and shown below with its percentage.
Download here an example of a Prebook whose additional charges have been included in the unit price and are not shown in the invoice.
Download here an an example of a Prebook whose additional charges are shown as separated lines.