Freight/Fulfillment/Shipping/Other Service

Learn more about how to add freight, fulfillment, shipping, and other service charges to your forms.

On this page:

Freight

Fulfillment

Shipping

Other Service

Custom Service 

FAQ

Freight

To add a freight charge to an estimate, sales order, or invoice:

1. Click + Service > Freight
2. Enter a description of the charge
3. Enter a quantity
4. Enter your net cost (Unit Cost)
5. Enter your desired margin or the retail price
6. Select the tax rate or Avalara Category (if applicable)
7. Click Done

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Fulfillment

To add a fulfillment charge to an estimate, sales order, or invoice:

1. Click + Service > Fulfillment
2. Enter a description of the charge
3. Enter a quantity
4. Enter your net cost (Unit Cost)
5. Enter your desired margin or the retail price
6. Select the tax rate or Avalara Category (if applicable)
7. Click Done

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Shipping

To add a shipping charge to an estimate, sales order, or invoice:

1. Click + Service > Shipping
2. Enter a description of the charge
3. Enter a quantity
4. Enter your net cost (Unit Cost)
5. Enter your desired margin or the retail price
6. Select the tax rate or Avalara Category (if applicable)
7. Click Done

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Other Service

To add a service charge to an estimate, sales order, or invoice:

1. Click + Service > Other Service
2. Enter a service name
3. Enter a description of the charge
4. Enter a quantity
5. Enter your net cost (Unit Cost)
6. Enter your desired margin or the retail price
7. Select the tax rate or Avalara Category (if applicable)
8. Click Done

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Custom Service 

To add a custom service charge to an estimate, sales order, or invoice:

1. Add the Custom service in your admin settings ( if you have done so) 
2. Click + Service > Custom service
3. Enter a description of the charge
4. Enter a quantity
5. Enter your net cost (Unit Cost)
6. Enter your desired margin or the retail price
7. Select the tax rate or Avalara Category (if applicable)
8. Click Done

 

FAQ

• Why are service charges excluded/included from the margin?
• Can I add service charges to my presentation?
• How do I add multiple taxes to a service charge?
• Is it possible to have multiple custom service charges?

Why are service charges excluded/included from the margin?

The Admin > Commissions tab determines whether or not freight, fulfillment, and shipping charges are automatically included or excluded in an order's margin. If you'd like to include or exclude a service charge from a particular form's margin, hover over the service and click to Include in Margin or Exclude from Margin.

Can I add service charges to my presentation?

Service charges apply to the entire order, not a particular line item. If you'd like to include a service charge in a presentation item, the best practice is to add it as a run or fixed charge in the product itself.

How do I add multiple tax rates to a service?

If your team uses commonsku's manual Tax Codes, you can add multiple tax rates to any item/service. The service will automatically use the default tax rate applied to the order. 

To add another tax rate:

1. Hover over the service and click Edit
2. Select + Add another tax
3. Once the new tax appears, click the drop-down menu and select the tax rate

To delete a tax rate:

1. Hover over the service and click Edit
2. Select the x beside the tax rate you'd like to remove

You cannot use multiple tax rates for a service if you are using either Zip2Tax or Avalara.

Is it possible to have multiple custom service charges?

Currently, we support only one customizable custom service per distributor.

 

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