Fees

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Sales | Purchasing | Stock | Operations | Accounting | Reports | Setup | Settings


List View

Filters
Fees may be sorted on Name, Fee Type, and Status by clicking the filter heading. You may filter for fees that match specific criteria by typing a value in the text field or selecting an option from the drop-down list. Clicking the Clear Filters button will clear your search. Any filters that are applied in list view will carry over to the List Navigator on the profile page.
Quick Action
  • Delete Fee - Remove the fee record from the list view and archive the record in LOCATE. This action cannot be undone from the list view.

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Fee Profile Page

The name of the fee will be the main sub-tab. Here you may view the fee details, such as type, status and taxable status, as well as the fee calculation and conditions. To edit the fee details, simply click Edit Details.

Name
  • The fee name is displayed here.
Type
  • The type of fee is displayed here. The following fee types are currently available in LOCATE:
    • Generic - This type of fee is designed to be the most flexible option, and may be applied to either an order or specific line item.
    • Sale - Line - This fee type is designed to be added to sales orders and may only be applied to a specific line item.
    • Sale - Order - This fee type is designed to be added to sales orders and may only be applied to the whole order.
    • Purchase - Line - This fee type is designed to be added to purchase orders and may only be applied to a specific line item.
    • Purchase - Order - This fee type is designed to be added to purchase orders and may only be applied to the whole order.
    • Return - Line - This fee type is designed to be added to return orders and may only be applied to a specific line item.
    • Return - Order - This fee type is designed to be added to return orders and may only be applied to the whole order.
Status
  • The active status is displayed here.
Taxable
  • The taxable flag determines whether or not a fee should be applied before calculating taxes. An affirmative answer means that yes, the fee should be applied prior to calculating taxes. A negative answer means that no, the fee should be applied after calculating taxes.
Fee Calculation
  • Adjustments - There are two types of adjustments available for fees in LOCATE:
    • Add a percentage of the resolved price
    • Add a fixed amount
  • Starting Value - This will be available if you choose to "add a percentage of the resolved price", and the available selections depend upon the fee type chosen.
  • Amount - the percentage or fixed quantity value of the fee.

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Module Navigation Bar

Details

  • View and edit details of the fees.
  • Here you may specify the fee calculation.
  • Fees may be automatically added if conditions are specified here on the Details sub-tab.

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Account Mappings

  • This sub-tab allows you to designate which account each fee should map to in your accounting software.
  • There will be a line for each eligible active accounting service connected to LOCATE.
  • For more information about service integrations, click here.

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Actions

  • Delete Fee - Remove the fee record from the list view and archive the record in LOCATE. This action cannot be undone from the list view.

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Create Fee

  1. Navigate to the fee module and click New Fee in the upper left corner.
  2. Fields
    • Name - Enter the name of the fee.
      • Note that standard LOCATE reports will add the suffix 'fee' so it would be redundant to include the word fee in the name from a reporting perspective.
    • Type - Select the type of fee you would like to create.
    • Status - Select the status of the fee.
    • Taxable - Select whether or not the fee is to be applied prior to calculating taxes.
  3. Click Save.
    • If you are adding multiple fees at once, you may click Save and New to save the current fee record and be redirected to a new creation page.

Now you may set the fee calculation and condition(s).

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Add Calculation

  1. Navigate to the fee profile page.
  2. Click Add Calculation.
  3. Select the Adjustment:
    • Add a percentage of the resolved price
      • Starting Value - Select the value in LOCATE that the fee should be calculated against. For example, the price.
      • Amount - Enter the percentage amount to add to the line item or order-level sub-total.
    • Add a fixed amount
      • Amount - Enter the fixed amount to add to the line item sub-total or order-level sub-total.
  4. Click Save And Close.

Advanced Calculation

If you would like to create a more complex calculation, proceed with the following steps:

  1. Navigate to the fee profile page.
  2. Click Add Calculation.
  3. Click Advanced.
  4. Fields
    • Field A - Choose the starting field.
    • Operation - Select the action that should occur to the starting field:
      • Add
      • Subtract
      • Multiply
      • Divide
      • NoOp
    • Field B (Static Value) or Field B (Dynamic Field) - Enter the value or data that should be calculated against Field A. You may either enter a constant value (Ex: 10), or choose a dynamic field from LOCATE for which the value may differ (Ex: Price).

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Add Condition

Fees may be automatically applied if all of the chosen conditions are met. This feature may not be used with the Generic fee type; you must select a line item or order-level fee type.

  1. Navigate to the fee profile page.
  2. Click Add Condition.
  3. Fields:
    • Parameter - Select the parameter category. (Ex: Part). Note that this field is unnamed in LOCATE, and the selection changes based on the discount type selected (sales vs purchase orders, etc.)
    • Applied action - Choose the specific parameter. (Ex: Part ABC).
  4. Click Save And Close.

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Advanced Condition

If you would like to create a more complex condition, proceed with the following steps:

  1. Navigate to the fee profile page.
  2. Click Add Condition.
  3. Click Advanced.
  4. Fields:
    • Field A - Choose the starting field.
    • Comparison Operator - Select the type of comparison to make.
    • Field B (Static Value) or Field B(Dynamic Field) - Enter the data to which Field A should be compared. You may either enter a constant value (Ex: 10), or choose a dynamic field from LOCATE for which the value may differ (Ex: Part Price).

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Manage Fees on Orders

Line Item Fee

To Add
  1. Navigate to the detail view of the order to which you would like to add a fee.
  2. Next to the appropriate line item, click the Edit drop-down arrow to the right.
  3. Select Add Fee.
  4. Select the name of the fee you would like to add.
  5. Click Apply.
  6. Click Close.

Once the discount has been applied, you will see an "F" badge next to the line item total.

To Edit/Remove
  1. Next to the appropriate line item, click the "F" badge on the right.
  2. Click Edit or Delete next to the fee.
  3. If editing, click Save.
  4. Click Close.

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Order Fee

To Add
  1. Navigate to the detail view of the order to which you would like to add a fee.
  2. Next to the Order Fees line in the Totals section, click the Add/Manage Fees icon.
  3. Select the name of the fee you would like to add.
  4. Click Apply.
  5. Click Close.
To Edit/Remove
  1. Next to the Order Fees line in the Totals section, click the Add/Manage Fees icon.
  2. Click Edit or Delete next to the fee.
    • If editing, click Save.
    • If deleting, click Yes when prompted.
  3. Click Close.

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Delete Fee

Fees may be deleted from the list view under the Quick Actions Menu, or:

  1. Navigate to the fee you would like to delete.
  2. Click Actions, and select Delete Fee.
  3. When prompted, click Yes.

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