How do I configure fees?

Onsight allows your sales reps to add fee line items onto your orders and quotes. To configure these fee line items, follow these steps:

  • Log in to the Onsight admin console at http://web.onsightapp.com/.
  • Click on ‘Setup’ from the left-hand side menu.
  • Click on the ‘Configuration’ menu item.
  • Click on the ‘Fees’ tab.
  • Click on the ‘Add fees’ button on the top of the screen.
  • This screen contains several configuration settings for your new fee.
    • Fee Name
    • Fee Description
    • Fee Item Code – A unique code that you would like to assign to this fee.
    • Transaction Type (Debit/ Credit). The type of transaction this fee initiates on an order/quote. A debit will add to the order/quote value. A credit will reduce a quote/order value
    • Charge Type (Fixed Value/ Custom Value). This specifies how the fee amount will be calculated)
    • Taxable
    • Default. This determines if this fee should automatically be added to all new quotes and orders.
    • Status. Should this fee be active or inactive.
  • Click the ‘Save’ button
  • This fee item is now available for your sales reps to add to their orders and quotes.
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