How to Implement Customer Surcharge

To Implement a Customer Surcharge in the SMARTSystem follow these steps:

• 1.    Log into SMARTSystem as Level 3 Authorization, Manager
• 2.    Select from the Control Info Menu > System Control
• 3.    Click the G/L tab and enter the Surcharge information with the Surcharge Description you want to use on your sales invoices:
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• 4.    Check the “Apply Surcharge” checkbox for each customer you want to charge the Surcharge.
• a.     Select the customer,
• b.    Select the Sales Info tab and
• c.     Set this checkbox (you need the Supervisor Password):
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Note: to set all Customer Surcharges ON or OFF, select the User-Defined Query in the Management Menu:

• 5.    “Pickup” Sales Orders are not charged the Surcharge:
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