Automatic Additional Charges - Multi-Location Companies

Table of Contents

Enable Automatic Additional Charges

To enable automatic additional charges, do the following instructions:

1. Go to Setup andelect Settings.

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

3. Click on the Add Automatic Charge button.

4. Fill out the charge information and click on Next. Read Establish a Name and Amount for more details.

5. Select customers to include or exclude from the automatic charge. To learn more, read Include and Exclude Customers.

6. Optional: Set customer exemptions. Customize how the charge will apply to individual customers. To learn more, read Customer Exceptions.

7. Click on Finish to save and enable the automatic charge.

The main screen will display the new automatic additional charge that was just added. From there, you can add or manage existing charges.

Establish a Name and Amount

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

• Location: Select the location for which the automatic additional charge will be valid. If you want to apply the same automatic additional charge to several locations, make sure of repeat this process for each of them.

• 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 select 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 of the number of boxes sold. In other words, the system will make sure of charging the minimum amount in the first order of the day with boxes. If the amount to charge is higher than the value entered, then that's the amount to be charged in the order. Keep in mind that the Min. per Day does not apply for Prebooks generated on e-commerce.

• 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 orders coming from the E-Commerce (including Prebooks on E-commerce but only as an informational and estimated value).

Include and Exclude Customers

When setting up an additional charge for a selected location, you have the option to choose which customers are affected by it. On the screen, you'll see two lists: Included and Excluded.

By default, the system includes the additional charge for all customers. If you want to exclude certain customers, simply use the search bars to find them and then use the blue arrow button pointing to the right to remove them from the included list. Alternatively, you can exclude all customers with the "Exclude All" button.

If you want to include specific customers in the additional charge, use the blue arrow button pointing to the left in the middle of the lists, called "Include Selected". You can also include all customers with the "Include All" button at the bottom of the screen. Once you've selected the customers to include in the additional charge list, click "Next" to continue.

Customer Exceptions

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.

After adding the customer exception for the automatic additional charge, you will have the option to edit it and delete it.