Sub charges could be created under misc. charges in order to provide for further dimension of the pricing complexities of today, like discounts, charges conditional to time or usage, etc., etc. This complexity allows the creation of Grouped Offers (Bundles, Price Plans), i.e. Groupings of Catalog Items and other Grouped Offers: Sub-Charges are associated with the primary charges found within the Products and Charges Catalog Items. Sub-Charges have the same attributes as Charges, in that they are usually intangible (i.e. discounts, feature charges, shipping & handling fees, configuration/setup/installation fees).
Procedure to follow when creating Sub-Charges:
- On the Add or Edit screens for a specific Product or Charge, click on the Add Sub-Charge link.
- Fill out the General Section of the Sub-Charge information page (Name, Description, Category),
- Populate the Commissionable check-box if Sales Commissions can be earned on the sales of the Sub-Charge,
- Populate the Resale check-box if you intend to track purchases of items relating to this Sub-Charge from a Supplier.
- Fill out the Sub-Charge information section
- Populate the Sub-Charge information (Name, Type, Currency)
- Populate the Taxable/Non-Taxable information.
- Populate the G/L Accounting Code with the respective G/L Account
- Populate the Price & Cost information (amount, flat fee or per-unit price)
- If you wish to display or hide zero-price items on the invoice, check or un-check the Display Zero check box.
- Fill out the Billing Identifiers section.
- Click the Save button