A Core Charge is added to a part that the customer pays for as a type of deposit. This deposit may need to be refunded to the Customer at a later date.
An example of a Core Charge is Propane Tanks.
- The Customer would pay a Core Charge ie $25.00 as the deposit for the Propane Tank.
- The Customer would then be charged for the gas each time the Customer brings the Propane Tank in to get refilled.
- If / When the Customer returns the Propane Tank, the Customer would be refunded the Core Charge of $25.00.
How to set up a Core Charge
- From the Blackpurl Header > click on > System Settings > Accounting Integration
- Navigate to the Categories section and then click on
3. Complete the relevant Add Category section for the new Category:
Name A quick short name for the new Category ie Core Charge
Then don't forget to SAVE
- Time to setup the Core Charge FEE - From the Blackpurl Header > click on then click on
- Complete all mandatory fields and also be sure to select the Category created in step 3 and then
- This FEE for the Core Charge needs to be added directly to the relevant Part.
- Navigate to the relevant Part Record > then click on the
- Then scroll down to the per item pricing section > Environment Fee
- Type in the amount of the Core Charge
- Once you start typing the amount of the Core Charge, a new field will pop up for you to complete too - Environment Fee Code. This is where you add your Core Charge FEE (created in Step 5)
- Next time you add this Part to a Customer Order it will automatically add the Core Charge as well.
- If you do not want to attach the Core Charge to a Part Record > you can simply add the relevant Core Charge FEE to a Customer Order
- When the Customer returns the Item ie Propane Tank, just create a new Customer Order Parts and Accessories and add the Core Charge FEE as a negative quantity.