Add an additional charge to the sales order

Additional charges are for any extra costs you need to add, such as carriage or insurance.

You can add a new additional charge or select from the list of additional charges you have set up.

You can create a sales order or sales return that only contains additional charges or that contains additional charges and free text items which do not require confirmation only. To invoice these orders, you must choose to print the invoice immediately when prompted.

To add an additional charge

Open: Sales Order Processing > Sales Orders > Enter New Order - Full | Order Details.

  1. Click Add items.
  2. Select Additional Charge.
    • To add an established charge, select the additional charge from the Charge code drop-down list.
    • To enter a new additional charge, leave the Charge code blank and enter a description of the charge in the Charge name box.

  4. VAT rate

    		Select the relevant VAT rate.

    Net value

    		Enter the net value of the charge.

    Net cost

    Enter the cost of the additional charge.

    This is used to calculate the profit level for the charge.

  5. Project analysis

    Select the Project Code and select the project item for Revenue postings from the Project analysis tab.

    Note: Project analysis only applies if you have integrated with project accounting. The projects you can choose from are the projects with Allow Revenue selected on their status.

    Nominal analysis

    This shows the default nominal account for revenue.

    This is used to post the value of the stock. The nominal account is taken from the stock item record.

    If you have selected to allow the amendment of nominal codes in the Invoice and Order Entry tab of SOP Settings, then check the nominal account displayed. Amend the code, if required.
  6. Analysis Codes

    Click Analysis Codes to view or change the analysis codes.

    Note: To change an analysis code, you must have selected Allow amendment of - Analysis codes in the Invoice and Order Entry tab of SOP Settings.

    Select the required Values from the drop-down lists.

    To add a new value to this analysis code, click New value.

    Note: To add a new value to an analysis code, you must have selected Add New on Entry when setting up analysis codes in Accounting System Manager.
    Profit

    Click Profits to view the profit analysis for an item, if you have View Profit set in the User Permissions.

    Note: The type of profit calculation (percentage based on revenue or cost) is set in the Stock Control settings Options tab.
  7. Click Save to add the additional charge to the order.
See also

Overview

Additional charges - invoices and sales orders

Other tasks

Add goods and services to the sales order (standard items)

Add goods and services to the sales order (free text items)

Add a comment to sales orders and returns

Reference

Invoice and order entry (SOP settings / Invoice and order settings)

Maintain analysis codes

Set up Project Accounting to integrate with other modules

Using statuses with your projects