Overview

Surcharges are additional charges or payments that can be added on top of customer product prices or resource rates.
They can be added manually or as presets, to either a single order or in bulk.

Customer price surcharges

Creating a preset surcharge

Preset surcharges are created on top of an existing customer product prices list, and they provide an easy way of adding identical customer price surcharges each time. More about customer pricelists in the manual .

To create a preset surcharge, follow these steps:

Locate the customer product price list to which you wish to add a preset surcharge, and click the edit icon. (magnifying glass)
Click the Surcharge tab.
Click the Add Surcharge/Discount button
Fill in a description for the surcharge
Next, in the Currency / % column, choose whether you’d like the surcharge as a percent ( % ) of the existing price, or as a flat rate sum of a specific currency.
Then, in the Amount column, fill in exactly what percentage or flat rate value you’d like to add.
To create a discount, enter a negative number in the Amount field.
Click the Always Apply button to make this surcharge apply automatically every time this rate is selected.
Click the Save button to save.
To deactivate the surcharge, click the Active button.

Adding a preset product price surcharge to a single order

To add a preset price surcharge to a single order, follow these steps:

Locate the order to which you wish to add a surcharge, and click the Order info button.
Navigate to the Pricing tab.
Click the Add surcharge / Discount button (the green plus) next to the product you’d like to add the surcharge to.
From the Surcharge/Discount drop-down menu, select the surcharge preset you wish to apply, and click the Save button.
Once saved, an additional line with the preset surcharge will be added below the original product price.

Adding a manual product price surcharge to a single order

To add a manual price surcharge to a single order, navigate to the pricing tab of the order, click the Add surcharge button and follow these steps:

Click the Manual surcharge option within the surcharge pop-up.
Specify a Surcharge billing description.
Choose between the 3 pricing methods:
a. Unit price: With script, Without script, Script not relevant - allow to set a different rate per unit for each script status.
b. Pricing: Revenue - allows to set a flat rate amount to the order with the same currency. Use negative numbers to add a discount.
c. Pricing: % Addition - allows to set a surcharge as a percentage of the original price.
Use negative numbers to add a discount.
Once done, click save. An additional line with the preset surcharge will be added below the product price.

Deleting a price surcharge from a single order

To delete a surcharge, click the red X button next to the surcharge you wish to delete.

Note that surcharges that have already been issued in a billing statement cannot be deleted and the Delete button will appear gray.

Adding surcharges in bulk to multiple orders

To add surcharges to multiple orders at once, follow these steps:

Set the range to the orders to which you wish to add a surcharge.
Click on Bulk actions.
Click on Orders.
Click on Surcharges to open the Bulk surcharge update wizard.
Select Add and Customer prices (for the other option, see Removing surcharges and Resource rates).
Enter a description for the surcharge.
Choose between the 3 pricing methods:
-by price per unit and script status, then choose a Currency.
-by fixed sum, then choose a Currency.
-by a percentage of the original price to be added, no Currency needed for this option.
Click Continue.
In this page you’ll see a preview of the orders that will be affected.
Note that if an order has several products, a surcharge will be added to each one of them.
If you wish to add to a specific product, set the range accordingly.
Click Update Surcharges to continue.

10. Click Yes - to continue and apply the surcharges, or No - to return to the previous screen.

11. In the Changed column on the right, the system will display an indication of the surcharges that were removed successfully.
If there was an error in one of the orders, it will be detailed in the Error column.

Removing surcharges in bulk to multiple orders

To remove a surcharge from multiple orders at once, follow these steps:

Set the range to the orders from which you would like to remove a surcharge.
Click on Bulk Actions.
Click on Orders.
Click on Surcharges to open the bulk surcharge update wizard.
Select Remove and Customer Prices and click Continue (for the other option, see adding surcharges and resource rates).
(Optional) Choose specific steps and products from which to remove surcharges.
If left empty, all surcharges will be removed.
Click Continue to move to the next screen.
The list of orders that will be affected will be displayed on this page; make sure these are the correct orders from which to remove the surcharge. Click Update Surcharge to remove the surcharges.

8. Click Yes - to confirm removing the surcharges, or No - to return to the previous screen.

9. In the Changed column on the right, the system will display an indication of the surcharges that were removed successfully.
If there was an error in one of the orders, it will be detailed in the Error column.
Note that surcharges that have already been issued in a billing statement cannot be deleted.

Resource rate surcharges

Much like customer surcharges, Resource rate surcharges can be added as a preset on top of an existing resource rate list, as a manual addition to a single order or in bulk to several orders at once.

Creating a preset surcharge

Locate the resource rate list to which you wish to add a preset surcharge, and click the Edit icon (magnifying glass).
Click the Surcharge tab.
Click the Add Surcharge/Discount button
Fill in a description for the surcharge.
Next, in the Currency / % column, choose whether you’d like the surcharge as a percent ( % ) of the rate, or as a flat sum of a specific currency.
Then, in the Amount column, fill in exactly what percentage or flat sum you’d like to add.
To create a discount, enter a negative number in the Amount field.
Click the Always Apply button to make this surcharge apply automatically every time this rate is selected.
Click the Save button to save.
To deactivate the surcharge, click the Active button.

Adding a preset surcharge to a task

To add a preset price surcharge to a single task, follow these steps:

Locate the task to which you wish to add surcharge, and click the Task Edit button.

Scroll down to the surcharges/Discount section, and click the Add new Surcharge/discount button.

3. From the Surcharge/Discount drop-down menu, select the surcharge preset relevant for this task, and click the Save button.
Once saved, an additional line with the preset surcharge will be added below the product price and the total will be changed accordingly.

Adding a manual rate surcharge to a task

To add a manual rate surcharge to a single task, click the Task Edit button, and the Add New Surcharge/discount button, and then follow these steps:

Select the Manual Surcharge option within the surcharge pop-up.
Add a description to the surcharge.
Either select a flat rate in the Addition column, or a percentage of the original rate in the %Addition column.
Once done, click Save, and an additional line with the preset surcharge will be added below the task rate.

Deleting a rate surcharge from a single task

To delete a surcharge, click the red X button next to the surcharge you wish to delete.

Note that the rate surcharge cannot be deleted if it’s considered billed (if a resource has already approved his monthly report or the task was submitted in a resource report)

Adding rate surcharges in bulk to multiple tasks

To add rate surcharges to multiple orders at once, follow these steps:

Set the range to the orders to which you wish to add a surcharge.
Click on Bulk actions.
Click on Orders.

Click on Surcharges to open the bulk surcharge update wizard.

Select Add and Resource Rate

6. a. (Optional) specify to which Task the surcharge will be added.
b. (Optional) specify to which Step the surcharge will be added.
c. (Optional) specify to which Product the rate surcharge will be added.
Note that if left empty, all will be affected.
7. Add a description to the surcharge.
8. Either add a flat addition in the Addition field and a Currency, or add a percentage of the original rate in the %Addition field.
9. Click Continue.

10. In the next screen, confirm that the orders and tasks listed are indeed the ones to be affected, and click Update Surcharge.

11. Click Yes - to update the surcharge, or No - to return to the previous screen.

12. In the Changed column on the right, the system will display an indication of the surcharges that were removed successfully.
If there was an error in one of the orders, it will be detailed in the Error column.

Removing rate surcharges in bulk to multiple tasks

Set the range to the orders to which you wish to add a surcharge.
Click on Bulk actions.
Click on Orders.

Click on Surcharges to open the Bulk surcharge update wizard.

Select Remove and Resource Rate and click Continue.

6.a. (Optional) specify to which Task the surcharge will be added.
b. (Optional) specify to which Step the surcharge will be added.
c. (Optional) specify to which Product the rate surcharge will be added.
Note that if left empty, all will be affected.

Click Continue.

7. In the next screen, confirm that the orders and tasks listed are indeed the ones to be affected, and click Update surcharge.

8. Click Yes - to update the surcharge, or No - to return to the previous screen.

9. In the Changed column on the right, the system will display an indication of the surcharges that were removed successfully.
If there was an error in one of the orders, it will be detailed in the Error column.
Note that the surcharge cannot be deleted if it’s considered billed (if a resource has already approved his monthly report or the task was submitted in a resource report).