Tariff and Surcharging

There are two common ways to add a tariff surcharge to a ticket.

The extra charge method of applying a tariff will apply automatically. The tariff will be taxed the same way as the original sale. So if the sale item is non-taxable, the tariff charge will be non-taxable as well. The tariff charge will also show on the purchase order to the vendor.

The simple style method is manually applied at sale time on the ticket. It can be taxed/non-taxable as needed and does not show up on the PO.

Extra Charge method

The extra charge is always linked to every item from a given vendor, and can be further limited by category or manufacturer style.

Go to the vendor in question and click Extra Charges. Click Add.

Create an extra charge for the vendor in question and give it a unique name. You can use TARIFF + [the vendor code], so it might be TARIFFAC if the vendor code is AC.

Set the Cost % and Retail % to the desired percentage. You could also use the Cost $ and Retail $ for a flat amount. Check "Automatically apply this extra charge" and Auto apply if "Any code or size" and And sale type is "Any."

To report on all tariff surcharges collected, create a query on Tickets (Sales) that lists all records where the Sub transaction code is "Extra Chrg" and the Reference-item fields contains the word "TARIFF"

Simple style method

To add a tariff or surcharge fee to tickets, you can create a special style code you can sell the customer and set the price to the price of the tariff or surcharge.

Create a new category and accounting class called:

TARIFF or SURCHARGE

On the accounting class, make sure it's non-taxable, and allow price changes.

Then, create a new retail style code:

Store Style: TARIFF or SURCHARGE
Vendor Style: TARIFF or SURCHARGE
Description: Tariff or Surcharge
Vendor: STORE or SHOP
Price 1: The default price to charge. This can be overridden on the sales tickets.

You can sell this style on a ticket and set the price at sale time.

If you want to see the tariff/surcharges collected, you can run the Sales by Vendor style report and limit to TARRIFF or SURCHARGE.