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Enter Surcharge Screen

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Overview

This screen is opened when the [Edit] button next to the Charges line of the Pricing Tab of the Orders screen is clicked. It is used to add a miscellaneous charge to the currently viewed order.

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Description of the Enter New Surcharge Screen

Figure 1: Enter New Surcharge screen

Amount Field

Reason Field

OK Button

Cancel Button

Adding a Surcharge to an Order

  1. Click the [Edit] button next to the Charges line of the Pricing summary on the Orders screen.

Figure 2: Pricing Tab of the Orders screen

  1. The Enter New Surcharge form will appear.

  2. Enter a dollar amount in the Amount Field.

  3. Enter the reason for the charge in the Reason field.

  4. The information entered in these fields will appear as a new line item on the order which will be visible to the customer.

Figure 3: Excerpt of the Order Details section of the Orders screen

  1. You can add as many charges as you need per order. Each charge will appear on a separate line in the Order Details section of the Orders screen, as well as on the customer’s sales receipt (invoice).

Deleting a Surcharge from an Order

  1. To delete a charge that has been added to an order, select that charge in the order details section of the Orders screen.

  2. Click the [Delete] button.

Figure 4: Excerpt of the Order Details section of the Orders screen, with Surcharge selected

  1. The program will prompt the user for confirmation before deleting the line item.

Figure 5: Program prompt for confirmation

  1. Click the [OK]  button to remove the Surcharge from the order.

 

Created: 9/30/11

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