Apply Surcharge

Surcharges (for example a freight charge) are applied as a dollar amount added to the base item price (prior to any adjustments.)

Important: For efficiency, to ensure that data doesn't get overwritten, and to ensure all your contracts have the correct adjustments, adjustments should be applied in a specific order. Refer to Understand Adjustments for more information.

To apply a surcharge: 

  1. Search for and select the contract with the item you want to apply a surcharge to. Refer to Search for a Contract for more information.

  2. Select the item Price for the item you want to apply a surcharge to.

  3. The Apply Surcharge window appears.

  4. Indicate the surcharge in the Add a surcharge ($) field.

  5. Indicate whether the supply charge should Apply to all items or Apply to all organizations.

  6. Select Apply to apply the surcharge or select Cancel to cancel the surcharge edits.