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How to add a charge to Sales Order

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Include additional charges such as shipping or labor to your Sales Orders, using the Charge section under your Order Lines. Charges can be added as a free text price, which will not record any cost value against it's calculated margin or with a Never Diminishing Product (NDP) which you can set default prices and costs against, to populate in the Sales Order's charge lines.

Add a free text charge to a Sales Order

A free text charge is best used when you want to charge a customer for a service but it's not a standard service or hasn't incurred a cost to your business. By default, the Sales Order's tax rate will apply to the charge price. 

  1. Go to the open Sales Order.

  2. In the Charge field, under the Order Lines, enter a description for the additional charge.

  3. In the Price field, enter the charge's total tax exclusive price.

  4. If integrated with an accounting provider, use the Sales Account drop down to select a specific Sales Account if the default is not appropriate. 

  5. Click on Add to apply the charge.

Add a charge to a Sales Order with a Never Diminishing Product

If a chargeable service you want to add to Sales Orders is a regular or standard charge, create a Never Diminishing Product and set default costs, sell prices and tax rates so that the values will populate when added to a Sales Order and you can get an accurate view of the margins calculated for your charges. For more details, see How to create a Never Diminishing Product

  1. Go to the open Sales Order.

  2. Use the Charge field, under the Order Lines, to find and select the NDP using it's code or description. 


  3. The Price and Sales Account will populate based on the NDP's specifications, but they can be edited. The Tax Rate will populate based on the Tax Hierarchy and cannot be edited in the Charge line. 

  4. Click on Add to apply the charge.

 

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