Add Add-on Charge in Sales Item

May 1, 2016 in Order Management

Purpose

This option allows you to use ‘Add-on Charge’ products on a Sales Order. A product is defined as an ‘add-on’ via the product classification of the Product Group it belongs to.

Sales of Add-on charges are tracked separately to other product sales and do not form part of the data available in the Sales Analysis system. In all other ways an ‘Add-on’ charge product looks and works in the same manner as a ‘Service’ charge product.

Good examples of ‘Add-on charges’ include such things as Freight, Handling, Postage and similar miscellaneous charges.

Data Input

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Product

Select the ‘Add-on’ Product you wish to add to this order. For details on the use of “codes”, see The Roles of “Codes” in Online Advantage

It is expected that the product entered here is an add-on item, and not a stocked item or service type product. If you do enter a stocked or service type product, the screen will automatically ‘switch’ to the correct mode of entry for that product’s classification.
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Value

Enter the value for the charge. Note: this is not a unit value, but the total charge being made as “Add-On” products do not prompt for a “quantity”. They are a total value charge only. Note that if a price has previously been set on the price list for the add-on product, or a specific price for the customer for this product exists in the system, it is used as the default value and is then available for editing. Look here for more details on pricing.
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Tax Code

The tax rate and code as defined on the product is shown for verification. If a ‘Tax Exemption Certificate’ has been entered at the start of the order, then the tax percentage used here will be 0% for the order.
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Tax

Displays the tax based on the tax percentage of the item applied to the total value of the charge.
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Nett

Displays the extended nett value of the charge. i.e. Value + Tax
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Record on this Despatch

This prompt is available in ‘Add-On Charge’ Sales items when in the ‘Specified Despatch Orders’ function. When despatching an order in parts, you may want to invoice the charge with the first despatch or the last despatch, or even every despatch. Select this option to include the ‘service’ charge on this specific despatch.

NOTE: this option is NOT applicable to ‘Sales Order Entry’ or ‘Manual Despatch’ docket entry/adjustment.
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Leave on Original Order

This prompt is available in ‘Add-On Charge’ Sales items when in the ‘Specified Despatch Orders’ function. Select this option to keep the ‘add-on’ charge on the original order for use on later despatches if required. This prompt defaults to ‘Not Selected’, so the default behaviour is to invoice the full charge with the first despatch with no further charges on subsequent despatches.

NOTE: this option is NOT applicable to ‘Sales Order Entry’ or ‘Manual Despatch’ docket entry/adjustment.
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Text

Enter any notes you wish to add that specifically relate to this particular line item ‘add-on’ charge. These notes appear on picking dockets, packing slips, despatch dockets, customer invoices and all customer/order related displays for the line item.
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