Add a service charge
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Occasionally, we need to put a line-item on a Quote or Order for some kind of service charge. Examples are: L&D, Fuel Charge, Delivery or Time Charge, etc...
Follow this process to add a service charge line-item.
Adding Service Charges
- In the Opportunity's Screen, select "Add a new opportunity item/group" and choose Item.
- In the Item Dialog, Select the "Text Item" radio button
- In the Name field, enter the line-item.
- In the Transaction Type, select "Service"
- Leave Tax Class to Default and Revenue Group to Service
- Start/End Date can be left alone. Do NOT Create an item for each day.
- Rate Type should be set to "Flat Rate".
- Enter the Price for this line-item.
- Leave Sub-Contract service alone.
- Select Create Opportunity Item button