After reading this article you will be able to:
- Navigate to location
- Add miscellaneous charge codes to a location
Attention Users, Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.
Step One: Navigate to a Location
- Click the App Launcher icon.
- Enter Locations in the quick find area.
- Click Locations.
- Select desired location.
Step Two: Add Miscellaneous Charge Codes to a Location
- Click the Misc. Charge Codes tab.
- Click New.
- Fill in the fields to detail the Misc. Charge Code.
The * symbol marks required fields. The new Misc. Charge Code modal is comprised of:
|(a) * Code||Name of the Misc. Charge Code.|
|(b) * Description||Description of the Misc. Charge. This will print out on the Service Estimate or Service Repair Order as readable text.|
|(c) * Location||The Location that this Charge Code is associated with.|
|(d) Active||Is this Charge Code Available for Use? If not marked Active it will not show as available.|
|(e) * Applicable Pay Types||The Service Payment Methods that this Misc. Charge should be applied to. One or more may be selected.|
|(f) * Base Charge||The base from which Misc. Charges are calculated against.|
|(g) Percentage Based Amount||If specified the charges created will be based on the percentage specified here. Note: Flat Amount will be ignored if this property is specified.|
|(h) Flat Amount||If specified the flat amount is a non-variable charge to a line. This amount would remain static when placed on a line.|
|(i) Maximum Charge||For use with Variable Charge Codes. Maximum Amount that will be charged on each Job Line.|
|(j) Taxable||Is this Misc. Charge Code taxable on customer pay service job lines?|
- Click Save.
Misc. Charge Code added to the Job Line
The Misc. Charge Code Shop Supplies added to the Job Line. The dollar amount was calculated and applied automatically based off the criteria set.