Blackpurl

A Core Charge is added to a part that the customer pays for as a type of deposit. This deposit may need to be refunded to the Customer at a later date

An example of a Core Charge is Propane Tanks.

• The Customer would pay a Core Charge ie $25.00 as the deposit for the Propane Tank

• The Customer would then be charged for the gas each time the Customer brings the Propane Tank in to get refilled

• If / When the Customer returns the Propane Tank, the Customer would be refunded the Core Charge of $25.00

How to set up a Core Charge

• From the Blackpurl Header > System Settings > Accounting Integration and navigate to the Categories section and then click on

• Complete the relevant Add Category section for the new Category:

Name           A quick short name for the new Category ie Core Charge

Then don't forget to SAVE

• Create a new Fee called Core Charge 

Complete all mandatory fields and also be sure to select the Category created in step 3 and then

• This FEE for the Core Charge needs to be added directly to the relevant Part 

• Navigate to the relevant Part Record > then click on the

• Then scroll down to the per item pricing section > Environment Fee 

• Type in the amount of the Core Charge

• Once you start typing the amount of the Core Charge, a new field will pop up for you to complete too -  Environment Fee Code

This is where you add your Core Charge FEE 

• Result:

Next time you add this Part to a Customer Order it will automatically add the Core Charge as well.  

TIP:

• If you do not want to attach the Core Charge to a Part Record > you can simply add the relevant Core Charge FEE to a Customer Order 

• When the Customer returns the Item ie Propane Tank, just create a new Customer Order Parts and Accessories and add the Core Charge FEE as a negative quantity.