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In this article you will learn how to associate additional charges to new and existing Prebooks and Standing orders.

Roles: Fulfillment,Admin, Sales Manager, Sales, Allocations, Procurement Manager.


Overview

Komet Sales has different ways to enter additional charges; one of them, which is the most used, is through the Order Entry tab, where you can add any additional charge when creating the invoice or by editing it.


You can also associate additional charges on your Prebooks and Standing Orders; these charges will be taken into consideration when billing through the automatic process.


Table of Contents



Associate Additional Charges to a New Prebook

  1. Create a Prebook.

  2. Click on the + icon, in the Total section under the section General Customer Information.

  3. Click on the Additional Charges link.

  4. Modify the additional charges, in the Additional Charges window.

  5. Click on the Close button.

  6. Click on Save in the section General Prebook Information.

  • Use the keyboard shortcut Crtl+g to open the Additional Charges window once the Prebook header is saved.

  • These charges will show in the invoice.

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For a New Standing Order

  1. Create a Standing Order.

  2. Click on the link Add additional charges in the Standing Order section.

  3. Modify the amount for the additional charges in the Addiotional Charges pop-up.

  4. Click on the Close button.

  • Use the keyboard shortcut Crtl+g to open the Additional Charges window once the Standing Order header is saved.

For Existing Prebooks and Standing Orders

Search for either a Prebook or a Standing Order on the Prebook Summary or the Standing Order Summary.

 Under the "Actions" column click on "Edit"

Click on the Add additional charges link by pressing Crtl+g., type in the dollar amount and close. 


Transfer of Additional Charges to Orders

The system will transfer the additional charges of the Prebook to the invoice. However, if the invoice has a the same charge, the system will only leave the additional charge with the greater value instead of duplicating it. This transfer of additional charges applies for the next options:



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