Adding Freight Costs in Extras and Invoice Extras

Owned by Allison Derome (Unlicensed)
Mar 19, 2019
2 min read

This feature gives you the ability to add a freight charge when creating the order in the Extras screen which is then populated when also using the Invoice extras to ensure the customer is not double charged freight.

Extras Sheet

This is a similar format to the Inventory Group sheets and is used as a single set of options that apply to the whole Quote/Order.

Extras - Adding to Unit Cost and RRP

Column E has an Option Code of OPFREIGHT and to get the RRP to use this 1 Option code for pricing you must set it up as below

Colunm E

  • Unique name - FREIGHTCOST
  • Inventory Item Code for Pricing - OPFREIGHT
  • Related Data Field - RRP
  • Option Type - needs to be an integer either a manually entered number (&) or selected from a list (L)

Example 1. The below example has $50 freight added in the extras screen.

 

InvoiceExtras Sheet

This is THE SAME format as the Extras sheet and is used as a single set of options when finalizing an order when creating the invoice. This is usually used by wholesale companies. 

Note: First column CANNOT be a Header (H) Option type column.

Colunm E

  • Unique name - FREIGHTCOST
  • Inventory Item Code for Pricing - OPFREIGHT
  • Related Data Field - RRP
  • Option Type - needs to be an integer either a manually entered number (&) or selected from a list (L)

In Example 1. A $50 freight charge has been added in the extras screen when you invoice and have added the invoice extras as outlined above, this $50 charge will automatically show in the invoice extras screen as per Example 2.
You can change this if required or leave it as the $50 charge.


Example 2.


The order only has the one freight charge added