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Additional charges (SOP)

You can add additional charges to your sales orders, such as carriage and insurance. You can create a list of typical additional charges that you can pick from when entering a sales order. This speeds the process of creating orders and to makes sure charges are applied consistently.

You cannot discount additional charges.

Amending or deleting additional charges has no impact on outstanding orders.

To maintain additional charges

Open: Sales Order Processing > SOP Maintenance > Additional Charges.

To add or edit an additional chargeOpen this section

  1. Click Add or select a charge and click Edit.

    The Add New Additional Charge window or Edit Additional Charge window appears.

  2. If adding a charge, enter a code and name for the additional charge.

    Codes and names can contain numbers and letters.

    Each additional charge has its own unique code that is not already used for another additional charge. The code is limited to 20 characters. An additional charge may also have its own name which is limited to 60 characters.

    If amending a charge, you cannot amend the code.

  3. Select the tax rate for the additional charge. This can be overridden during order entry.
  4. Enter the charge value by entering the value in base currency. This can be overridden during order entry.
  5. Enter the notional cost in base currency (this is the cost of the charge you incur and is used to calculate the profit made on the charge). The notional cost can be overridden during order entry.

  6. Select the default nominal code for revenue postings using the Revenue list.

    Once selected, the default nominal account can only be amended during order entry provided Allow amendment of Nominal Codes is selected on the SOP settings Order Entry tab.

  7. Click OK to save the information.
To delete an additional chargeOpen this section
  1. Select the additional charge that you want to remove, and click Delete.
  2. Confirm that you want to delete the charge.
  3. Click Close.

Other tasks

Set up Sales Order Processing

Set up user permissions

Set up sales order items

Set up payment methods

Set up invoice layouts

Set up customer delivery addresses

Set up analysis codes

Reference

Order entry (SOP settings)