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
to finish creating the Fee
Editing an Existing Fee
- Navigate to the relevant Fee record > then click on
- On the Edit Fee window, there is a field - Include in profit calculation:
- All you need to do is move the toggle as required
- Don't forget to
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