====== Setting Up Fee Types ======

~~CONTEXTID:84~~

~~OLDHREF:settingupfeetypes.html~~

A **Fee Type** can be a charge such as a delivery or shipping fee. It can also be used for items that are not inventoried, such as candy or inexpensive knick knacks sold at the sales counter.

===== To Create Fee Types =====

  - From the main menu screen of the Point Of Sale select the **More** button. \\ {{libertyreact:lib:newitem713.png|NewItem713.png}}
  - Login if Prompted. \\ {{libertyreact:lib:newitem3562.png|NewItem3562.png}}
  - Select the **Fee Types** button. \\ {{libertyreact:lib:newitem711.png|NewItem711.png}} \\ The Maintain **Fee Types** dialog box will open. \\ {{libertyreact:lib:newitem3584.png|NewItem3584.png}}
  - Selecting the **Add** button or the **Edit** button will open the details of the **Fee Type**. Selecting the **Delete** button will delete the **Fee Type**. \\ Note: Once a **Fee Type** has been used, it cannot be deleted. You will get the following error. \\ {{libertyreact:lib:newitem709.png|NewItem709.png}} \\ The Details Screen of the **Fee Type** will open. \\ {{libertyreact:lib:newitem3585.jpg|NewItem3585.jpg}}
    * **Description** : Enter in the **Description** of the Fee. \\ {{libertyreact:lib:newitem3586.jpg|NewItem3586.jpg}}
    * **GL Account** : Used for the Quickbooks Link. Enter in the name of the **GL Account** so the Quickbooks Link knows where to export this information to. \\ {{libertyreact:lib:newitem3587.jpg|NewItem3587.jpg}}
    * **GL Account Type** : Used for the Quickbooks Link. Select the account type the **GL Account** will be. \\ {{libertyreact:lib:newitem3588.jpg|NewItem3588.jpg}}
    * **Tax Type** : Select the **Tax Type**, If any for the Fee. \\ {{libertyreact:lib:newitem3591.jpg|NewItem3591.jpg}}
    * **Amount Kind**: This specifies the kind of fee you want to use along with the **amount** you want to charge. \\ {{libertyreact:lib:fee_type_6.jpg|**Fee Type** 6.jpg}}
    * **Variable Amount**: When used in the POS, you will be prompted how much you would like to charge the customer. \\ {{libertyreact:lib:d.png|d.png}}
    * **Flat Rate Amount**: When used in the POS, you will not be prompted to type in a fee. \\ The fee entered in the **amount** box is what will automatically be charged to the customer. \\ {{libertyreact:lib:fee_type_8.jpg|**Fee Type** 8.jpg}}
    * **Multi-Quantity Flat**: When used in the POS, you will be prompted for a quantity that will then be multiplied by the currency number typed into the **Amount** box.  This number can be a longer decimal. \\ This is very useful if you have for example, a roll of fabric and you want to charge based on inches or yards cut from the fabric. \\ **Example**: A customer comes up to the register with 2.5 yards of christmas ribbon.  You charge $3.00 a yard.  When you select this created fee in the POS, you would type 2.5 as your quantity.  The customer would then be charged  $7.50. \\ {{libertyreact:lib:fee_type_9.jpg|**Fee Type** 9.jpg}}
    * **Charity Round Up** : When used in the POS, this type of fee will round the sale total (post-sales tax, of any) to the nearest whole dollar **amount**. \\ This is very useful if, for example, you have a running charity event going and want to provide incentive for customers to donate by rounding up their purchase **amount**. \\ **Example**: A customer has a total sale **amount** of $23.30, and you have a running event going for a local charity. You ask the customer if they want to round up the **amount** to donate to said charity, and they agree. You then select this created fee in the POS. The customer would then be charged $24.00. \\ {{libertyreact:lib:c.png|c.png}}
    * **Active (Check Box**) : Use the Active Check Box if you want the fee to be usable in the Point Of Sale. \\ {{libertyreact:lib:fee_type_1011.jpg|**Fee Type** 1011.jpg}}
  - Select the **Save** button when done. \\ {{libertyreact:lib:newitem3593.jpg|NewItem3593.jpg}} \\ You should see your newly created **Fee Type** in the Maintain Fees dialog box. \\ {{libertyreact:lib:newitem3594.png|NewItem3594.png}}
  - Select the **OK** button when done. \\ {{libertyreact:lib:newitem3595.png|NewItem3595.png}}
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:setup:optionalrecsetup:recpointofsale:settinguppromotions|Setting Up Promotions]]

==== Related Topics ====

[[setup:optionalrecsetup:recpointofsale:settingupfeetypes]]
[[pos1:pointofsaleindepth:postingsalesinpos:addafeetosale]]
[[setup:optionalrecsetup:recpointofsale:automaticccded]]
[[setup:optionalrecsetup:recpointofsale:settinguppaymenttypes]]
[[setup:optionalrecsetup:recpointofsale:settinguppromotions]]
[[setup:optionalrecsetup:attributes:addchangedeleteatts]]
[[setup:optionalrecsetup:attributes:addeditdeleteatts]]
[[setup:optionalrecsetup:attributes:assignattributestocat]]
[[setup:optionalrecsetup:attributes:attributeinactive]]
[[setup:optionalrecsetup:attributes:changeorderofatts]]
[[setup:optionalrecsetup:attributes:overviewofattributes]]