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Automatically apply a miscellaneous charge by ship via

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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.

  1. First, create the miscellaneous charge that you want to automatically apply. To learn how, see Set up miscellaneous charges.
  2. Then create a miscellaneous charge program, and add the miscellaneous charge you just created to it. See Set up miscellaneous charge programs
  3. Next, you must assign the miscellaneous charge program to a customer.
    1. Go to File > Customer > Master, and open the customer to which you want to apply the charge.
    2. Click the General tab.
    3. Click Edit.
    4. 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.

    5. Click Save.
  4. Now configure the Ship Via to automatically apply the Sales Order Miscellaneous Charge you added.
    1. Go to File > Company > Ship Via.
    2. 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.
    3. Select the Auto Misc Charge check box, and then click Save.

  5. Now when you create the a sales order for that customer and choose the configured ship via, the miscellaneous charge is applied automatically.

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