Table of Contents

Create a Charge

Before adding automatic additional charges, you must first create the additional charge. If you want to learn how to create additional charges, read Add or Edit Additional Charges.

To create a new automatic additional charge, do the following instructions:

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 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.

Set Customer Exceptions

Third, Komet allows users to set a 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.