How to Add Customer Charges to a Sales Order

1. In the Sales Order Entry screen, select the Charges and Costs option on the Sales Order tab.

    

2. The Customer Charges and Order Costs screen will open. You will want to select “Customer Charges” under the Active Browser section. This will enable the Attached Customer Charges grid, as well as the Add, Update, and Delete options to the right.

    

3. By selecting Add, the Customer Charges screen will open, and you can enter or search for a Charge Type. (To set up Charge Types, refer to the "How to Set Up Customer Charges" Article).

    

4. After keying in the necessary information, select save at the top left of the screen. The charge will then display in the Attached Customer Charges grid.

    

5. To make changes to a previously added charge, select update. The update button will reopen the Customer Charges screen. Once updated, select save, and the grid will update.

    

6. If a charge needs to be removed, select delete. This will remove the charge from the gird and the order

    

7. Once charges have been added to the sales order, they will show in the Order Totals screen. You can access this screen from the Sales Order tab.

 You can also access the Customer Charges and Order Costs screen from the Order Totals screen (shown above).