You can automatically apply a miscellaneous charge based on the ship via selected for a sales order. You might want to do this to add a fuel charge for certain customers when they request a custom shipping method.
- First, create the miscellaneous charge that you want to automatically apply. To learn how, see Set up miscellaneous charges.
- Then create a miscellaneous charge program, and add the miscellaneous charge you just created to it. See Set up miscellaneous charge programs
- Next, you must assign the miscellaneous charge program to a customer.
- Go to File > Customer > Master, and open the customer to which you want to apply the charge.
- Click the General tab.
- Click Edit.
- Under S/O Miscellaneous Charge Programs, click Add Miscellaneous Charge Program, and the type the charge program you just created into the new row that appears.
- Click Save.
- Now configure the Ship Via to automatically apply the Sales Order Miscellaneous Charge you added.
- Go to File > Company > Ship Via.
- In the Ship Via box, search and select the shipping method to which you want to automatically apply the miscellaneous charge for the customer you configured in the previous step.
- Select the Auto Misc Charge check box, and then click Save.
- Now when you create the a sales order for that customer and choose the configured ship via, the miscellaneous charge is applied automatically.