Add other charges to transactions

Introduction

Other charges refer to any fees incurred when shipping goods, where these charges increase the total dollar amount on any given transaction. This article explains how to create other charges attributes in ParagonERP, and how to apply them to transactions.

Step-by-step instructions:

Step 1: Add other charges as attributes

First, you're going to want to create these charges as money and currency attributes.

Step 2: Add other charges to transaction setup

Once you've added other charges to the attributes list, you will have to configure them on whichever transactions you want to use. You can get oriented with our transaction screen setup article.

Step 3: Add other charges to a transaction

Once you've configured your transaction screens, make your way to a transaction module to set values to these charges. Here, we'll use an order as an example. Once you've finished adding your line items onto your transaction, you can proceed to add other charges.

In edit mode, click the other charges field at the bottom right-hand corner of the screen.

A modal will pop up showing any other charges that you have set up to always show in the transaction screen settings.

Click the add button if you want to see the available other charges that you might like to apply to the transaction.

Once you have entered the value(s) for the other charges, click the accept button.

If necessary, prior to clicking the accept button, you can click the cancel button and abort any charges you may have applied.

Once you click the accept button, the total charge will be applied to the transaction in the other charges field.

The cancel button at the top left hand of the transaction screen is always available to you if you want to cancel any changes that you have made prior to clicking the save button

You can always change other charges while in edit mode by clicking the other charges field again. The same modal will appear as before and you can add or remove charges or change the values that were already entered. While in inquiry mode, you can see all charges by clicking on the same field.

Calculate compound charges

Up to now, we have been using $ values as the example for the other charges. However, you can also set up other charges are percentages.

When multiple percentage charges are added to a transaction, there are two ways that ParagonERP can calculate those charges. The standard calculation entails using the initial subtotal of your transaction to calculate each individual charge - regardless of the number of charges being applied. ParagonERP can also use the compound method where the initial subtotal of the transaction is used to determine the amount of the first charges and then uses the new subtotal to calculate the next charge, and so on.

To use the compound method, check the setting that is labeled compound percentage charges in the financials tab in the my company module.