The Surcharge Wizard makes it easy to update surcharges surcharge items on multiple rate charts at once.
This article will show you how to setup and use To access the Surcharge Wizard to make updating multiple Surcharge Rate Charts a quick and simple process.
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The Items found in the Surcharge Rate charts, found in the Maintenance Rate Charts, are what Surcharges uses for their calculations.
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This is a breakdown of the Surcharge Wizard by section
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Select the Item to be updated from the dropdown menu.
These Items are found within the Surcharge Charts (Image
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, select Tools > Surcharge Wizard from the top menu.
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Using the Surcharge Wizard
Select which items to update and whether or not to copy the Advanced item column data. These items are found in the surcharge rate charts.
Select the order type(s) within the surcharges that need to be updated.
Select the
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rate chart(s) with the
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order types to be updated.
Choose the
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item(s) to be used for calculation
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. This is what the
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surcharges take into consideration for charging.
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Every item selected will charge the rate given based upon that Item for a higher surcharge.
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Choose the schedule in which the
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surcharges are in effect.
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Enter the
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rating and
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check
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Example
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Update the Fuel Surcharge
On the Standard and Next Day Order Types
With my Special Run Rate Chart
While using the Base Rate and Mileage for charges calculation
The time has been set to apply these charges every weekday all day long.
This will run for one week and evaluate based on the ready time.
It takes the price from the items I have included for calculation and adds 8%*
You must define a Min
Click Next it will bring you to a Summary page.
Review for accuracy and click Finish
Upon review of the Stand Order Rate Chart of the Special Run Surcharge Rate Chart, we see that it will rate based on the information in the Surcharge Wizard.
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the Percent box if the Rate amount is a percentage, otherwise, it will be considered a dollar amount.
Click the Next button to view the Surcharge Wizard Summary.
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