Set up miscellaneous charge programs

The Miscellaneous Charge Program allows you to determine when and how certain charges should apply to customer orders automatically. Miscellaneous Charge Programs incorporate miscellaneous charges that you have set up and linked to specific General Ledger accounts (File > Company > Miscellaneous Charge).

You can use these programs to charge a fee for small orders or offer free shipping on larger orders.

The amount can be a specific dollar amount or a percent markup of the order amount.

You can assign customers to as many concurrent programs as you want.

Create a miscellaneous charge program

1. Go to File > Company > Miscellaneous Charge Program.

   

2. Click New.
3. In the Program box, type a code for the program using up to three characters. Press the Tab key.
4. Type a longer Description.
5. In the Misc Charge Code box, click and choose the miscellaneous charge that will apply to this program. For more information, see Set up miscellaneous charges.
6. (optional) Type the dollar amount for the Minimum S/O AmountThe minimum dollar amount a sales order must reach for the customer to avoid the miscellaneous charge. Only orders that do not hit this dollar amount will include the miscellaneous charge. You can enter either a minimum or maximum dollar amount for miscellaneous charge programs but not both. or Maximum S/O AmountThe maximum dollar amount a sales order can reach to avoid the miscellaneous charge. Only orders that go over this dollar amount will include the miscellaneous charge. You can enter either a minimum or maximum dollar amount for miscellaneous charge programs but not both. to which this program will apply. You can choose only one.
7. Choose the Charge AmountThe miscellaneous charge amount expressed as a dollar value or percent markup of the order total. Select $ or % from the drop down list, and then type a corresponding number in the field to the right (up to two decimal places). For example, for a fifteen dollar delivery charge, select $ from the drop down and enter 15.00 in the field to the right. For a finance charge of eight percent, select % from the drop down menu and enter 8.00..
8. Choose the Order Type to which the program applies: All, Sales Orders (on Account), or POS (Point of Sale) Orders.
9. If you want to apply the program to All Customers, select this check box. Otherwise, keep it cleared and apply to individual customers as described below.
10. Choose options for Based on Ship ViaWhether the miscellaneous charge program should be based on the shipping method for the order. In the Ship Via setup (File > Company > Ship Via) select the option "Auto Misc Charge". and Apply to B/OWhether to apply miscellaneous charges to back order shipment cycles..
11. If you want the program to apply only when products within certain product lines are purchased, click Add Product Line. and then choose the product lines in the grid.

    

12. Click Save.

Assign a miscellaneous charge program to a customer

1. Go to File > Customer > Master.
2. In the Customer box, search for and choose the customer to which you want to apply a miscellaneous charge program.
3. Click Edit,
4. Click the General tab.

   

5. Under S/O Miscellaneous Charge Programs, click Add Miscellaneous Charge Program.

   

6. In the Code column, type or search for the Program Code associated with the miscellaneous charge program that you want to use.
7. Press the Tab key.
8. Repeat for each program that you want to add.
9. Click Save.

Edit a miscellaneous charge

1. Go to File > Company > Miscellaneous Charge Program.
2. In the Program box, click and choose the one you want to edit.
3. Click Edit.

   

4. Make changes as described above, and then click Save.

View a list of miscellaneous charges programs

1. Go to File > Company > Miscellaneous Charge Program.
2. Click Report.

   

3. On the Field Selection pop-up that appears, you can choose which fields appear. Drag the fields into the Print Order area, and then click OK.
4. On the Print Document pop-up, click View.