Sage 300 Automatically Add Order Entry Miscellaneous Charges

Save time by Automatically adding Miscellaneous Charges to your Orders

Add O/E Miscellaneous Charges, a versatile set of utilities designed to enhance your Order Entry process. This category encompasses a range of functionalities aimed at optimizing order handling and management.

This category covers a range of utilities to enhance Order Entry. It currently includes:

Add Delivery Charge to small orders

Automatically adds a delivery charge to orders that are below a specified minimum order value:

  • When an order is posted, it checks whether there is a minimum order value for the Customer Group.
  • If there is, and the pre-tax value of the order is less than the minimum order value, a delivery charge is automatically added to the order.
  • It automatically adds or removes the charge as required when the order modified.
  • An override flag can be used to disable auto-charging for individual orders, where required

Add Beverage Container Deposits

Allows fine-grained control in inventories with many different deposit types. Automatically add and manage a two-level deposit:

  • Level 1 is for the Container Type (e.g. glass, aluminium, plastic)
  • Level 2 is for Container Size
  • For each level, there is also a summary deposit that applies to all containers
  • An override flag can be used to disable auto-charging for individual orders, where required

When an order is posted, each line is reviewed, and the deposits for the line are added to a running total. The deposit is re-calculated and updated as necessary when quantities are modified or lines removed.

App Type
Packaged
Provides useful functionality ‘out of the box’. (May require configuration, but not coding.)

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