Overview

Komet Sales has the option to configure the additional charges for the system in order to calculate or add them automatically to the invoices.The users can set their additional charges to be automatic per customer and carrier. For Multiple - Locations companies, this can be configured per location.

To make the Additional Charges automatic, follow the steps below: 

1. 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.
   
   
   
   
2. 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.
   
   
   
3. A page called "Add Automatic Additional Charge" will display the 3 steps necessary to configure these charges. 
4. First, you must specify the name and amount, keeping in mind the following:
   
   
   • 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.

   • Amount: Here you must enter the amount for the additional charge. You can select if you want to charge the amount in percentage and it will charge based on the invoice order subtotal or set a specific amount for this additional charge.
      

     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 or dollars:

     Percentage: When the additional charge amount is set per percentage, the system allows specifying a daily limit amount per customer for this automatic additional charge, meaning that if you set a Cap perDay of $10, the system will not charge more than $10 dollars to each customer per day.

     Dollars: when the automatic additional charge is set in dollars, 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.

     

      

     
     

      

   • 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.
   • After adding this information, click Next. 
     
5.  Include or Exclude Customers

   1. 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. 
   2. 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.  See the images below.
      
      
      Or you can exclude all, using the Exclude All button.
      

   3. 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.
      

   4. Or you can include all, using the "Include All" button at the bottom of the screen.
      

6. After selecting the customers included in the additional charge list, click Next to continue.
   
   

   If you have the Show city name setting active, you will be able to see the name of the customer with this information when selecting the customer. If not, the system will only display customer name and code.

7. 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.

    

   The Set Up of Customer Exceptions is optional. If you do not have an exception to make for a specific customer, this can be skipped just by clicking on Finish button.

    

   

    

8. 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.

   
   

9. The main screen will display the new automatic additional charge that was just added. Here, you can edit or delete.