You can set up a customer record to use more than one surcharge chart. This can be useful in situations where you may only want to use a surcharge rate for a specific time period and do not want to worry about changing surcharge calculation rates back after the specific time period ends. For example, holidays, severe weather, or surge rates for heavy traffic times. It can also be used when a customer's primary surcharge rate chart includes standard surcharges, such as fuel, and a secondary chart is assigned for non-standard surcharges. The primary surcharge chart may be specific to the customer, but the secondary chart may be more general for several or most customers. This configuration allows for easier and faster surcharge updates for customers and allows a single chart (or group of charts) to be applied to multiple customers for a more streamlined rate chart structure.
Step-by-step guide
Create the surcharge rate chart(s) that you would like to use. See Surcharge Rate Charts - New / Edit Surcharge Rate Chart.
Go to Maintenance > Customers.
Select the customer you would like to attach the surcharge chart(s) to by searching and double-clicking on the row.
Go to the Accounting tab.
Under Rate Charts, click the arrow down to select Surcharge.
Enter the surcharge chart IDs separated by a comma. For example for surcharge chart 80 and 88, you would enter "80,88".
Click the Save button on the top left.
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Example: Severe Weather Surchage
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