Why would you use this?
You would use this to automatically apply surcharges to your order or your. This would be something like an insurance fee that you might feel like you want to apply for, which makes it easier to either charge or not charge for that insurance.
How to set this up:
Step 1: Navigate to System Setup.
Go to the System Setup (click on your user in the bottom left).
Step 2: Access Surcharge Groups
In the setup menu, locate and click on “Surcharge Groups.”
Review the existing surcharge groups or create a new one if needed.
Step 3: Create or Edit a Surcharge Group
Click “Add Surcharge Group” or select an existing group to edit.
Give the group a name (e.g., “Default Order Surcharges”).
Add the relevant surcharges to this group (e.g., Damage Waiver, Environmental Fee, etc.).
Step 4: Set as always shown
Using the always shown option to yes will enable the surcharge on by default
When it's set to no it'll be off by default.
Additional options
You can also set this to use that specific surcharge group for that account.
Step by step:
Go to accounts.
Select the account you'd like to add the group to.
Click the surcharge group tab.
Search for the surcharge tab.
