Creating and editing fuel extra

We recommend that you read Fuel extra (surcharge) before making a change to the fuel extra or starting to use fuel extra, so that you don’t miss anything important.

This is how to create and amend the fuel extra and set a percentage rate, validity date and any special rules applicable to it:

Click on Economy > Invoices > Fuel extra.
Click on the fuel extra that is to be changed in the list on the left or create a new one by clicking on and giving the fuel extra a name.
Enter the desired percentage (e.g. 10%) in the Extra column. The percent sign does not need to be entered.
In the From column, select the date from which the percentage should apply.
We recommend that you choose a date a bit into the future, so that you have time to notify the customers, subcontractors and suppliers who will be affected.In addition, you may wish to carry out invoicing and crediting just before the change comes into force.
Warning!
It is important to specify a date. If only the percentage rate of fuel extra is changed without specifying any From date, there is a risk that the price of already saved orders may change if an order is opened to change something else and where registration takes place subsequently.
Note:
If the new rate of fuel extra should only apply to new orders, it is a good idea to invoice existing orders just before the change comes into force. This ensures that existing orders are not at risk of having the new rate of fuel extra applied.
The order date determines the fuel extra that applies to an order.
Tip
Several fuel extra rates can be added to take effect from different future dates. For example, 10% from 1 April, 12% from 1 June, 14% from 1 August.
This will allow future fuel extra surcharges to be entered well in advance so that you have time to notify the customers, subcontractors and suppliers who will be affected.
If a different rate of fuel extra is to apply to a particular type of vehicle, for example, a special rule can be added for that type of vehicle. This is how to create special rules:
1. Click in the Special rules column. The Special rules window opens.
2. Click in the Extra column and enter the rate of fuel extra for the special rule.
  The Difference column shows the difference in percentage points between the rate in the Fuel extra window and the rate in the relevant special rule.
3. If the special rule’s rate of fuel extra should apply to:
  - a specific price list, select the price list from the Price list column
  - a specific service, select the service from the Service type column
  - a specific vehicle type, select the vehicle type from the Vehicle type column. For example, you may wish to use a fuel extra rate of 0.5% for the “e-bike” vehicle type and 0% for a “manual bike”.
  - a specific price collection, select the price collection from the Pricing column
  - a specific sending country and/or a specific receiving country, select it from the Country (sender) and Country (rec) columns
  - a specific customer, enter the customer code in the Customer code column.
  Tip
  For example, it can be set so that the special rule’s rate of fuel extra should apply to a specific service combined with a specific receiving country.
4. To add further special rules, click on the bottom (empty) row and repeat steps b–c above. When finished, close the Special rules window.
  In the Special rules column, a number is displayed indicating how many special rules there are for the fuel extra. The special rules apply from the date entered in the From column.
Click on to save all changes.

FromIn this case, enter the date on which the change should have come into force in the If you subsequently find out that you should have changed a fuel extra earlier, this can be done, but the prices of the orders that should have had the new fuel extra then have to be recalculated. column. For more information, see Recalculating (updating) prices.

Creating and editing fuel extra

See also