Energy Surcharge

With the re-introduction of Energy Surcharge, you may be wondering where you can enable this within GTrak3. This can be easily configured to be at a system level across all customers or at customer level where only certain customers are charged energy surcharge. The purpose of this guide is show you where to find the system and customer energy surcharge settings and how to configure them.

Topics covered in this article. 

• Locating Energy Surcharge
  • System Wide
  • Customer Specific
• Configuring Energy Surcharge
  • System Wide
  • Customer Specific

Locating Energy Surcharge

System Wide

If you are planning to charge all customers energy surcharge, you can find the system wide energy surcharge settings by going through the following options.

1. Maintenance
2. Housekeeping
3. Company and VAT Details

On the pop up that appears you can find it in the Order Surcharge Settings section.

Customer Specific

If you would rather charge specific customers energy surcharge then you can find these settings against the customer record.

1. Maintenance
2. Customer File
3. Edit a customer Record
   1. Select customer you would like to change.
   2. Customer Details Cont. Tab

 Configuring Energy Surcharge

System Wide

The below settings are an example of working system wide energy surcharge settings. However, you can customise this to suit your requirements.

Please be aware the customer specific surcharge settings MUST be at DEFAULT for the surcharge to appear for customers.

• Surcharge Rate – Rate that you will charge customers.
• Surcharge Method – Allows you to choose different options of how to apply surcharge, like:
• Glass, Stock and Area etc.
• Date Method – What date Energy Surcharge is based upon. (Order Date or Delivery Date)
• Settlement Discount – Is Energy Surcharge included or excluded when a discount is applied.
• New – The new rate you will charge customers based on the date field below.
• Date – Date used to switch from the original surcharge to the new.
• Cost Rate – The rate it costs to add energy surcharge (Optional).
• Cost Method – How is cost method based on. (All of the glass item, just the glass or none)
• Surcharge Text Method – Would you rather display as Text or Eval?

Customer Specific

The customer specific version is simplified version of the system wide version.

• Method - this lets you choose the method you base the charge on.
  • You can base it on the following:
    • All Weight
    • Default
    • Glass Weight
    • Item Value
    • Nett Value
    • None
    • Unit Area
• Rate – The original surcharge value that you will charge the specific customer
• New Rate – The new surcharge value that you will charge the specific customer will override the rate.
• Date Delivery - What date Energy Surcharge is based upon. (Default, Order Date or Delivery Date)
• New Date – The date when the new rate will take over from the original rate.