Go into the relevant order on which the part was received – you can access this from the Parts > Orders screen or by going into the ‘Parts In’ tab within the part record.
The order must have been received and the part must already have a surcharge applied.
Open the parts order, the surcharge value will be displayed at the bottom right hand corner along with the order total.
Click on the Surcharges button at the top of the order. A list of all the surcharges on this order will be displayed.
Select the surcharge you wish and then click Credit Selected. You will be asked if you want to set the credit date to today. Click Yes, or No to select a different date.
The surcharge credit will show on screen, if you don’t print the credit the surcharge will show with a status of Pending. This credit will not post to Sage.
Once printed the surcharge will show a status of Printed, the credit will post to Sage the next time the integration is run.
