Add an additional charge to the sales order

Add an additional charge

Open: Sales Orders > Sales Orders > New Sales Order

Open: Sales Orders > Sales Orders > Amend Sales Order

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

1. Go to the Order Details tab.

2. Add a line to the order 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 one-off charge, leave the Item blank and enter a Description of the charge.

   Tip: If you can't read the whole Description of the item, select the > button once you have entered the item details.

4. Check the Unit price of the charge.

   Enter a value if you're adding 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 more 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.

For foreign currency customers (where the customer's Country Code is set to a foreign country), Sage 200 will default to using the VAT rate set on the customer's account, and this will override the default VAT rate of stock item.

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.

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Useful info

About additional charges

Use additional charges to record any extra costs with a sales order (or return, quotation), 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.

The additional charge consists of:

• A unique code.

• A name to describe the charge.

• The default value of the charge (excluding VAT) specified in your base currency.

• A notional cost, used to calculate the invoice or order profit.

• A VAT rate.

• The default nominal account used for posting the revenue value.

Apart from the charge code, you can change any of these default details when you add the additional charge to an order.

You cannot discount additional charges.

You don't confirm despatch for additional charge items, so this affects when you can print the invoice that includes the additional charge (in the Sage 200 desktop). The additional charge item can be invoiced when the sales order is full or part despatched, and ready to invoice.

Set up additional charges

If you use an additional charge regularly, you can set up your own additional changes (in the Sage 200 desktop).