Create Repair Order Surcharge Codes

Create Repair Order Surcharge Codes

This article explains how you can create surcharge codes in FleetSquared for use on repair orders.

  1. To manage surcharges in FleetSquared, open Administration and select Corporate Setup Manager.

  2. Open the Surcharges tab.

  3. To edit a surcharge click on the surcharge code.  To add a new surcharge, click on Add Surcharge.

  4. Whether you are editing a surcharge or adding a new surcharge, the same pop-up window will appear to edit or create a surcharge.

    Enter a code name, description, select whether the surcharge will be calculated based on labor, parts, or parts & labor, then enter the percent to be charged.

    Enter minimum and maximum amounts if you want to set a flat rate surcharge or prevent it from being too high on expensive repair orders.

    Check Taxable if taxes should be applied to the surcharge.

    Putting a check next to Auto Gen. will cause the surcharge to be generated automatically on new repair orders.

  5. If specific surcharges need be charged on specific parts, or specific parts should not incur a surcharge, you can add overrides under Part Surcharge Overrides.

  6. Click on Add Part Surcharge Override.

  7. Select the surcharge code, enter the part number, then enter either a percent or a flat rate to be applied to the specific part.  Click OK to save.

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