This article outlines the process for creating Customer Charges in the Facility Module.
Creating a Customer Charge
From the side menu, click on Customer Setup then select Customer Charges.
Click on Add Customer Charge in the top right to open the form.
- Select the Customer Name
- Free Text the Description
- Select the Invoice Department
- Select the Charge Type
- Enter required info based on the selected Charge Type then select Add Customer Charge to save.
The example below shows a per pound setup.
- Choose the process step where the charge will be applied.
- Enter the cost per pound in the Cost field and select the item types that should apply to the per pound charge.
- Click Add Customer Charge to save.
The example below shows a per piece setup
- Choose the process step where the charge will be applied.
- If the cost is the same for all items, enter the price in the Cost field. If the prices are different for specific customer items, check the box for individual pricing.
- Next, check the box next to each item and enter the cost.
- Click Add Customer Charge to save.