Add a Tax / Surcharge to an Order

1. Enable the Tax/Surcharge field to be available on the Sales Order screen.

In order to use the Tax/Surcharge fields on a Sales Order, we must begin by establishing a few settings in the Administration ➤ System Configuration window.

1.1. Open the System Configuration window.

Open the System Configuration window.

1.2. Establish the Tax/Surcharge options.

There are two Tax/Surcharge fields available to be used on the Sales Order screen. For each of these there are three options that need to be established.

  • Tax/Surcharge Enable: True or False. Double-click to set this to True in order to be able to type into this field.
  • Tax/Surcharge GL Acct: Enter GL Account Code that will be CREDITED for the Tax/Surcharge amount when the Sales Order is posted. If a GL Account is not entered, Orders with a Tax/Surcharge will fail to post.
  • Tax/Surcharge Name: Enter the field label that you want to appear next to the field on the Sales Order screen.

Click OK to save when you are finished.

2. Apply a Tax/Surcharge to a Sales Order.

Once you have set up the Tax/Surcharge fields in System Configuration you can now enter those fields on the Sales Order screen.