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How to add a % upcharge to an order?

Posted on by 20

I would like to add a 3% surcharge to a sales order, what is the best way to do this? Need applied to all items on the order...

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  • PioneerMike Profile Picture
    PioneerMike 20 on at
    RE: How to add a % upcharge to an order?

     appliwin Obviously, because it sure works for me! I just tested it in BC (cloud hosted) today.

    Keep in mind thought that this will typically be posted to the G/L Account that you specify, (discount) so if you use it as a charge then the charge will also post to that same account...

  • Jun Wang Profile Picture
    Jun Wang 7,437 Super User 2024 Season 2 on at
    RE: How to add a % upcharge to an order?

    NAV doesn't allow negative value for invoice discount, is this a new feature in BC?

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: How to add a % upcharge to an order?

    The easiest way to actually achieve this on an existing sales order is actually to do a negative 3% invoice discount.

    That is a solution you can use out of the box with out any customization.

    pastedimage1683297642183v1.png

  • Suggested answer
    NAV_with_Narang Profile Picture
    NAV_with_Narang 2,234 Super User 2024 Season 1 on at
    RE: How to add a % upcharge to an order?

    If you're looking to increase all your line item prices by 3%, there is no standard way to do this at once. You may have to do it one by one(per line). Alternatively, you can ask reach out to your partner to get an extension developed for you to be able to do this. Does not seem like it'll be a big customization after-all

  • Jun Wang Profile Picture
    Jun Wang 7,437 Super User 2024 Season 2 on at
    RE: How to add a % upcharge to an order?

    you could use Adjust item cost/prices batch job to increase the prices

    below is an example from nav, but it applies to BC as well

    pastedimage1683292979597v1.png

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