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Delivery Fee For Small Invoices

Distributor steps for installing the app that automatically adds a delivery fee to invoices or deliveries under a minimum total in Encompass (default $30), and removes it if met. Requires v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Steps

How to Install the Application:

  1. Go to the App Library

  2. Search or find the app in the library

  3. Click Install

  4. Assign report and dashboard roles

  5. Set a schedule for the import routine to run

  6. Update application settings as needed

  7. Accept Terms

  8. Click Install

Fields And Definitions

How the application works:

  • Finds new invoices that do not meet a minimum required charge (default $30) and adds a delivery fee to the invoice. Also removes the fee if the invoice is changed to meet the minimum. This can be evaluated for each individual invoice, or each delivery.

Application Settings:

  • Product to use for the delivery fee charge on the invoice

This setting will determine what product to use as the delivery charge.

  • Minimum invoice total, delivery fee is added to the invoice if it is below this amount

This setting will determine what the minimum invoice total is per delivery or per invoice to ensure orders/deliveries below this amount receive a fee.

  • Exclude invoices on this RouteNum

This setting will exclude all invoices on certain routes from being assessed a fee

  • Only one fee per customer per day

This setting will help dictate whether to charge the fee for each invoice or for each delivery.

Best Practices

This application helps to pass along costs associated with small deliveries or invoices.

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