Onsight allows your sales reps to add fee line items onto your orders and quotes. To create and configure these fee line items, follow these steps:
- Log in to the Onsight web console at https://sales.onsightapp.com/.
- Click on ‘Manage your data’ from the left-hand side menu.
- Click on the ‘Fees’ menu item.
- Click on the ‘Add Fee’ button at the top of the screen.
- Fill in the details for the new fee.
- Name – Give the fee a name
- Active – Should this fee be active or inactive.
- Description – A short description for the fee
- Item Code – A unique code that you would like to assign to this fee.
- Transaction Type – (Debit / Credit). How this fee affects an order or quote. A debit will add to the order / quote value. A credit will reduce the quote / order value.
- Charge Type – (Fixed Value / Custom Value). This specifies how the fee amount will be calculated. Fixed values are dettermined by you up-front. Custom values must be entered into into the ‘Normal selling price’ field when the order / quote is created.
- Taxable – is the fee amount taxable or not.
- Default – This determines if this fee should automatically be added to all new orders and quotes.
- Click the ‘Save’ button.
- This fee item is now available for your sales reps to add to their orders and quotes.