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Table of Contents

The Surcharge Item form is used to add items to a surcharge rate chart item will open the following form.Image Removed. See Surcharge Rate Charts - New / Edit Surcharge Item.

To get to the Surcharge Item form, from the surcharge rate chart, double-click on an item or click the "Add New" button.

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Field Name

Description

Item

This is the name

Required. Name of the surcharge item. See Items.

Rate

This is the rate

Required. Rate for the surcharge item. 

Tip

This can be a negative number for a discount. See How to Use Additional Surcharge Rates for Discounts. 

Plus

The amount here will get

Amount added to the

Rate specified above

rate of the surcharge item.

Percent (Check Box)

Checking this box will turn the Rate value into a percent.Min This is the

If checked, the rate value will be calculated as a percentage.

Min 

Minimum rate for the

Item. When a

surcharge item. If the calculated value of the surcharge item is less than the "Min", the "Min" value will be added to the

order,  it checks if the calculated value is less then the minimum.  If the Item is less then the minimum it will then set the value to the minimum rate.CapThis is the Cap for the surcharge rate on an order

order instead of the calculated surcharge.

Note

When using surcharges as a discount item see How to Use Additional Surcharge Rates for Discounts. 

Cap

Cap rate for the surcharge item. If the calculated value of the surcharge item

on an order

is

higher

greater than the "Cap", the "Cap" value will be added to the order

it will then set the value to the Cap value

instead of the calculated surcharge.

Begin Date

This is the date

Required. Date that the system should begin adding this surcharge item to the orders.

End Date

This is the date that they

Required. Date that the system should stop adding this surcharge item to orders.

Evaluate

Ready FromChecking this box will make the application

Required. Selected option(s) to be used in relation to evaluate whether or not to apply

this

the item based

off the Start and end day/time columns below in relation to the ready from whether or not to apply this item based off the start and end day/time columns below in relation to the Ready To

on the "StartDay", "StartTime", "StopDay" and "StopTime" columns below.

  • Ready From -  The "Pickup From" time on the order. See Orders. 

Evaluate Ready ToChecking this box will make the application evaluate

  • Ready To - The "Pickup To" time on the order. See Orders.

Evaluate Due FromChecking this box will make the application evaluate whether or not to apply this item based off the start and end day/time columns below in relation to the Due From

  • Due From - The "Delivery From" time in the order. See Orders. 

Evaluate Due toChecking this box will make the applicatoin evaluate whether or not to apply this item based off the start and end day/time columns below in relation to the Due To

  • Due to - The "Delivery To" time in the order. See Orders.

StartDayStart timeIn these columns you can specify a specific day and time of week to start applying this item to orders.StopDayStop TimeIn this column you can select an end day and time of the week that this item will stop being applied to an order. Any order placed between the start and stop days will add the surcharge item, any order out side the date range will not apply the surcharge item

  •  

Anchor
StartDay
StartDay
StartDay

Specific day of the week to start applying the item to orders. 

Anchor
StartTime
StartTime
StartTime

Specific time to start applying the item to orders. 

Anchor
StopDay
StopDay
StopDay

Specific day of the week to stop applying the item to orders. 

Anchor
StopTime
StopTime
StopTime

Specific time to stop applying the item to orders. 

Excerpt

How to Add a New Surcharge Item

  1. Open a surcharge rate chart. See Surcharge Rate Charts - New / Edit Surcharge Rate Chart.

  2. Click the Add New button.

  3. Fill out the form. Required fields:

    • Select the Item.

    • Enter a Rate.

    • Select a Begin Date and an End Date.

    • Select Evaluate option(s).

  4. Click OK to save and close, or click Apply to save and keep the form open.

How to Copy a Surcharge Item

  1. Open a surcharge rate chart. See Surcharge Rate Charts - New / Edit Surcharge Rate Chart.

  2. Click on the item you would like to copy.

  3. Right-click on the item and select Copy or press Ctrl + C. 

    Image Added

  4. Set up the new item. 

    Image Added

  5. Click OK to save and close, or click Apply to save and keep the form open.

How to Edit a Surcharge Item

  1. Open a surcharge rate chart. See Surcharge Rate Charts - New / Edit Surcharge Rate Chart.

  2. Double-click the item you would like to edit.

  3. Edit the form.

  4. Click OK to save and close, or click Apply to save and keep the form open.

How to Delete a Surcharge Item

  1. Open a surcharge rate chart. See Surcharge Rate Charts - New / Edit Surcharge Rate Chart.

  2. Double-click the item you would like to delete.

  3. Click the Delete button.