Catalog Surcharges

This chapter provides further information on the price increase of catalog items that are imported from a catalog.
In order to ensure your company’s profitability, you can apply a surcharge to catalog items from external manufacturers.

The contents of this chapter are divided into the following sections:

Set surcharge for catalog Item

This section describes how to set a surcharge for a catalog item.
Do the following:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Item Surcharges.
  • The page Item Surcharges is displayed.

Item Surcharges

  • To set a new surcharge for a catalog, click New in the menu bar.
  • A new line is created in the table.
  • Complete the following information:
Column Description
Source Type Use this field to enter the source type for the surcharges. To set a surcharge for the items in a catalog, choose the value Catalog.
Source Code This field will be filled with the source type by the system. For example, this is the catalog code.
Type Use this field to enter the surcharge type. You can choose between the following values:

· All Items: Applies the surcharge to all catalog items in the catalog.
· Item Category Code: Applies the surcharge to all catalog items of the same item category.
· Item Discount Group: Applies the surcharge to an item discount group.
Code Use this field to enter a code if you have selected the value Item Category Code or Item Discount Group for the Type field.
From Price/Cost Use this field to enter an amount. The entered amount defines the start of a price range. In this price range, all catalog items are grouped together and the defined surcharge is added to the corresponding prices.
To Price/Cost Use this field to enter an amount. The entered amount defines the end of a price range. In this price range, all catalog items are grouped together and the defined surcharge is added to the corresponding prices.
Surcharge Calculation Base Use this field to set the basis for the surcharge calculation. You can choose between the following options:

· Published Cost The surcharge will be calculated based on the published costs.
· Sales Unit Price The surcharge will be calculated based on the sales price.
Surcharge % Use this field to enter the price increase in % that has been calculated based on the chosen value in the Surcharge Calculation Base field.
Allow Line Discount Select this check box to allow a line discount.
Rounding Method Use this field to specify a rounding method for the surcharge. For more information, see the Set rounding method for item surcharges section.

You have set up a new surcharge for the items from a catalog.

Set rounding method for item surcharges

This section describes how to set up a rounding method that can be used for item surcharges.
Proceed as follows to set up a rounding method:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Rounding Methods.
  • The page Rounding Methods is displayed.

Rounding Methods

  • To set up a new rounding method, click New in the menu bar.
  • A blank line is added to the table.
  • Complete the following information:
Column Description
Code Use this column to enter a rounding method code.
Minimum Amount Use this column to enter the minimum amount for rounding.
Amount Added Before Use this column to enter the surcharge that will be added to the amount before rounding.
Type Use this field to enter the rounding method type. For this, you can choose between the following options:

· Nearest: If you choose this option, decimal places up to 4 are rounded down and decimal places of 5 or more are rounded up .
· Up: If you choose this option, numbers are always rounded up regardless of the value of the decimal place.
· Down: If you choose this option, numbers are always rounded down regardless of the value of the decimal place.
Precision Use this column to enter the value of the decimal place used for rounding (e.g. 0.01).
Amount Added After Use this column to enter the surcharge that will be added to the amount after rounding.

You have created a rounding method. For example, rounding methods can be used for item surcharges. For more information, see the Set surcharge for catalog Item section.

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