Freight/Fulfillment/Shipping/Other Service

Learn more about how to add freight, fulfillment, shipping, and other service charges to your forms.

On this page:

Freight

Fulfillment

Shipping

Other Service

FAQ

Freight

To add a freight charge to an estimate, sales order, or invoice:

1. Click + Add > Freight
2. Enter a description of the charge
3. Enter a quantity
4. Enter your net cost (Unit Cost)
5. Enter your desired margin or the retail price
6. Select the tax rate or Avalara Category (if applicable)
7. Click Done

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Fulfillment

To add a fulfillment charge to an estimate, sales order, or invoice:

1. Click + Add > Fulfillment
2. Enter a description of the charge
3. Enter a quantity
4. Enter your net cost (Unit Cost)
5. Enter your desired margin or the retail price
6. Select the tax rate or Avalara Category (if applicable)
7. Click Done

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Shipping

To add a shipping charge to an estimate, sales order, or invoice:

1. Click + Add > Shipping
2. Enter a description of the charge
3. Enter a quantity
4. Enter your net cost (Unit Cost)
5. Enter your desired margin or the retail price
6. Select the tax rate or Avalara Category (if applicable)
7. Click Done

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Other Service

To add a service charge to an estimate, sales order, or invoice:

1. Click + Add > Other Service
2. Enter a service name
3. Enter a description of the charge
4. Enter a quantity
5. Enter your net cost (Unit Cost)
6. Enter your desired margin or the retail price
7. Select the tax rate or Avalara Category (if applicable)
8. Click Done

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FAQ

• Why are service charges excluded/included from the margin?
• Can I add service charges to my presentation?
• How do I add multiple taxes to a service charge?

Why are service charges excluded/included from the margin?

The Admin > Commissions tab determines whether or not freight, fulfillment, and shipping charges are automatically included or excluded in an order's margin. If you'd like to include or exclude a service charge from a particular form's margin, hover over the service and click to Include in Margin or Exclude from Margin.

Can I add service charges to my presentation?

Service charges apply to the entire order, not a particular line item. If you'd like to include a service charge in a presentation item, the best practice is to add it as a run or fixed charge in the product itself.

How do I add multiple tax rates to a service?

If your team uses commonsku's manual Tax Codes, you can add multiple tax rates to any item/service. The service will automatically use the default tax rate applied to the order. 

To add another tax rate:

1. Hover over the service and click Edit
2. Select + Add another tax
3. Once the new tax appears, click the drop-down menu and select the tax rate

To delete a tax rate:

1. Hover over the service and click Edit
2. Select the x beside the tax rate you'd like to remove

You cannot use multiple tax rates for a service if you are using either Zip2Tax or Avalara.

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