So I can't enter the quantity in the Surcharge box?

This is the message that popped up when I tried entering 2

The surcharge won't allow me to input quantity in the box.

Jack, I think you misunderstood what I'm asking. I need the surcharge to be computed on both items not just the one right above it. So I need $131.40 and $115.70, it's only calculating the $115.70

Jack, I saw the snapshot of the subtotal item but I don't know how to generate that. Could you please walk me through.

Jack, I noticed it's only computing the one item above it instead of the two items. I was hoping to input all the items that needed the surcharge so it would calculate it then the ones that don't require the surcharge on the bottom. Any way to do this?

That's great! can you walk me through on how to set this up?

Oh that would actually work better. So if I understand this correctly, the markup item is computed based on the previous line item so if I have another item that does not require the mark up I can just add it below the markup item then the surcharge won't get calculated?

I need to somehow have the Surcharge rate calculated so that it automatically apply to a particular line item. I cannot rely on our team to manually calculate the 3% each time this item is placed. Do you have other suggestions?

Jack, Can this rate box apply to both Discount and Surcharge so that we don't have to create a separate one for Surcharge?

We need this Surcharge to show in a separate field so our customer knows what they are being charged like the Discount but underneath it if possible?

So right below the Discount field there is a Rate field which calculates the item based on the percentage we input. Do we have to create two rate box since the existing one is for the Discount?

Hi Jace, Yes, perfect except I only need it to say Surcharge.

Great, thanks Shamaine! I hope he understands what I need to add to the sales order/quotes.

Hi Shamaine, Any luck with this? Thanks, Liz

Hi Shamaine, Would you be able to help me with this one too? This might be a bit challenging.

Hi Shamaine, you are the best!!! This is exactly what I need : )

Thank you Shamaine!

Hi Shamaine, Yes, as long as you walk me through I am totally open : )

I got it figured out. For some reason the printing type got changed to advance instead of basic. I never made any changes to this so I'm wondering how it got change?

This is the number I need printed on the check stub so our vendor knows what this payment is reference to.

The reference info I input on the bill should've gotten printed over to the check stub, as you see it's blank.

Hi Pauline, Does the change with the employee feature effected the reference number printed on the checks. I noticed non of the reference info I input was printed on the check stub. This is an issue if this is the case.

Oh phew, I was so worried that I had to do this all over again : ) Thank you so much!

Morning Pauline, I have a weird issue with this, for some reason this feature is not working on other roles. Do I need to set this up for each different roll? I am the admin and most of our team uses the other roll. The snapshot below is my roll, which is perfect. I don't recall needing to select different roll when I was…

Nevermind, I just followed your steps and all's good now! Thank you!!!!!

Would it not work if I disabled it from the sales order form?

Pauline, One last thing, I forgot how to gray this out like the Terms box so we don't accidentally make a different selection.

I finally got it!! thank you so much for your patience in helping me through this. I've never set up workflow before.

It's still not auto filling the class box when I generate a sales order through customer profile. Sorry if I am missing a step.