1. From the Blackpurl Header > Click User-added image > User-added image


User-added image

  1. Complete the relevant details in the New Fee window and then click on User-added image 


 

A.

 

Type

User will need to indicate if this FEE is for Selling or Purchasing Transaction

  • Selling means that you can only use this fee on Customer Orders
  • Purchasing means you can only use this fee on Vendor Invoices

 

 

B.

 

 

Code

 

A quick small name for the FEE ie FRT VENDOR

 

C.

 

 

Description

 

A full description of what the FEE is ie Freight

 

D.

 

 

Price

 

The relevant price (you can leave at $0)

 

E.

 

 

Category

 

What Category do you want to attach to this FEE

If you have accounting integration, it will be which General Ledger account the FEE transactions integrates to

For further information, please review our article - Understanding Accounting Integration - Categories - Fee's

 

 

F.

 

 

Tags

 

Attach a tag to this FEE

For further information, please review our article –What is a Tag / How to Setup Tags

 

 

G.

 

 

Taxable

 

FEES control their own taxes so you will need to indicate if this FEE is taxable

When you click the check box to say it is Taxable, it will then ask you to indicate Applicable Tax:

 

 

 

H.

 

Include in profit calculation

 

 

Move the toggle if you want the FEE to be included in the profit calculations ie Customer Order

For further information, please review our articles - Customer Order Profitability and 

Fees and Customer Order Profitability


I.

 

 

 

Don’t forget to SAVE