Create a New Fee
Fees in Blackpurl are configured in the Admin settings and can be applied to either customer orders (selling) or vendor invoices (purchasing). Follow these steps to add a new fee.
1. In the Blackpurl header, go to Admin > Fees, then click Add Fee.
2. Complete the relevant fields in the Add Fee window, then click Save.
The Add Fee window contains the following fields:
Type | Select whether this fee applies to a selling or purchasing transaction. Selling means the fee can only be used on customer orders. Purchasing means the fee can only be used on vendor invoices. |
Code | A short name for the fee — for example, FRT VENDOR. |
Description | A full description of the fee — for example, Freight. |
Price | The default price for the fee. You can leave this at $0 if the amount varies. |
Category | The category to attach to this fee. If you have accounting integration enabled, this determines which General Ledger account the fee transactions post to. See Fee Categories Explained for details. |
Tags | Attach a tag to this fee. See What is a Tag / How to Setup Tags (no longer available) for details. |
Taxable | Check this box if the fee is taxable. When selected, an Applicable Tax field appears where you specify which tax applies — for example, GST on sale. |
Include in profit calculation | Toggle this on to include the fee in profit calculations such as those on a customer order. See Customer Order Profitability and Include Fees in Customer Order Profitability for details. |
Edit an Existing Fee
To edit a fee, you first need to navigate to the existing fee record. You can do this using Global Search or by running a Fees report.
1. Navigate to the existing fee record you want to edit using Global Search or the Fees report.
2. On the fee record, click Edit.
3. On the Edit Fee screen, make your changes and click Save.
Note that the Type and Code fields are greyed out in the Edit Fee screen — these two fields cannot be changed after a fee has been created.