This article will go through how to setup Fees to be part of a Customer Order Profitability



Setting up Fee to be included in Customer Order Profitability


New Fee

  • When creating a new Fee, there is a new field - Include in profit calculation 



  • All you need to do is move the toggle as required on the relevant Fee record.
  • Don't forget to click on User-added image to finish creating the Fee


Editing an Existing Fee

  • Navigate to the relevant Fee record > then click on User-added image


  • On the Edit Fee window, there is a field - Include in profit calculation:


User-added image


  • All you need to do is move the toggle as required


  • Don't forget to User-added image





How does it work with Accounting Integration

  • As there is no cost value on a Fee the only value that will be integrated into your Accounting Package is the Income value as per the setup on the relevant Fee Category and Sales Tax