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Default Surcharge Groups

Enables you to apply your surcharge groups by default or per account.

Updated over 2 months ago

Why would you use this?


You would use this to automatically apply surcharges to your orders. This would be something like an administration fee that you might feel like you want to apply for.

How to set this up:

Step 1: Navigate to System Setup.

  1. Go to the System Setup (click on your user in the bottom left).

Step 2: Access Surcharge Groups

  1. In the setup menu, locate and click on “Surcharge Groups.”

  2. Review the existing surcharge groups or create a new one if needed.

Step 3: Create or Edit a Surcharge Group

  1. Click “Add Surcharge Group” or select an existing group to edit.

  2. Give the group a name (e.g., “Default Order Surcharges”).

Step 4: Set as always shown

  1. Using the always shown option to yes will enable the surcharge on by default

  2. When it's set to No it'll be off by default but when linked to the account it will be set to Yes on the order.

Additional options

You can also set this to use that specific surcharge group for that account.

Step by step:

  1. Go to accounts.

  2. Select the account you'd like to add the group to.

  3. Click the surcharge group tab.

  4. Search for the surcharge tab.

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