Add an additional charge to the quotation

Add an additional charge

Open: Sales Order Processing > Quotations > New Quotation

Open: Sales Order Processing > Quotations > Amend Quotation

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

1. Go to the Quotation Details tab.

2. Add a line to the quotation and select Charge as the Type.

3. Select an existing charge that you've set up, or enter a new charge.

   • To add an existing charge, select the additional charge from the Item list.
   • To enter your own charge, leave the Item blank and enter a Description of the charge.

4. Check the Unit price of the charge, and enter a value if you've entered your own charge.

5. Check the VAT rate and amend it if required.

   The appropriate VAT rate for the customer is displayed.

6. You can enter additional details for the additional charge, such as the net cost, and the nominal account for revenue.

   • To view and enter more details, select More actions > More details.

Additional charge

Amend the Name for the additional charge, if required.

Item totals

The appropriate VAT rate for the customer is displayed.

Check and amend the displayed VAT rate if required.

Check and amend the Net value and Net cost of the charge, if required.

Nominal code

This is the Revenue nominal account used to post the value of the item.

Check the Revenue nominal account displayed, and select a different account if required.

Note: You can only amend the nominal account if you have selected to Allow amendment of - Nominal codes in the Invoice and Order Entry tab of SOP settings in the Sage 200 desktop.

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Useful info

About additional charges

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

You can enter additional charges individually, or select from a list of additional charges that you've set up. If you use additional charges regularly, it's a good idea to set up a list of charges to make sure that they are applied consistently.

To set up additional charges, use Additional Charges (in the Sage 200 desktop).

You cannot discount additional charges.