How To: Add Postage Surcharge per Stock Item in a Sales Order

It is possible for the system to add a postage surcharge per stock item line in a sales order. It will be added to the existing delivery charge as a Gross value, whereas when setting them up they are displayed as Net.

Note: the Maximum Extra Postage Surcharge (Net) configured in [ System Values | Sales | Delivery ] allows you to set a maximum amount that can be added to a sales order in surcharges.

Configuration

System Data

  1. Open a System Data screen (show me how).
  2. Open the Stock Delivery Surcharges screen in System Data
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right to add a new item.
  5. Enter the Net surcharge for the individual item in the Price (Net) column, this will be multiplied by the quantity of the item and added to the final delivery charge.
  6. In the Max Price (Net) column, set the maximum amount that the surcharge should multiply to. For instance, if an item has a Price (Net) value of 2.00 and the Max Price (Net) is 6.00 then if three or more of these items are added to a sales order it will only ever reach a 6.00 surcharge for this item.
  7. Repeat as required for all items incurring a surcharge.
  8. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save once all items have been configured

Sales Order Grid Configuration



The user must have permission to be able to configure grids in [ System Data | Users | User Permissions ].

  1. Open a Sales Order screen (show me how).
  2. Open the [ Sales Order | Detail ] screen.
  3. Open the grid menu Btngridmenu.jpg.
  4. Select Configure Grid.
  5. Scroll to the right in the grid.
  6. Untick the Hide checkbox for Unit the Postage (Net) column.
  7. Untick the Hide checkbox for the Extra Postage (Net) column.
  8. Click OK.

Usage

  1. Create a sales order as normal.
  2. If any of the items from the Extra Postage table are added to a sales order, the surcharge will automatically be added to Delivery amount.
    Note: if the Amount of surcharges against separate item lines reaches the value set in [ System Values | Sales | Delivery ] then it will be capped at this amount.


See Also


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