Extras types (window)

Economy > Price lists > Extras types

Extras are often linked to a particular cost that you have, and that you want to pass on to the customer, such as waiting time.

You can move the extras up and down the list on the left using the and buttons on the toolbar. If you make changes in this window, such as enabling/disabling an extras or reordering the extras, you will need to restart Opter for the changes to be visible in the price list editor.

General

Function	Description
Name	Descriptive name of the extras.
Description	Free text field for internal notes. The description is not displayed anywhere else but here.
Service list	No longer has any function. Remains in the interface for historical reasons.
Display in context menu (dispatching)	The extras are displayed directly under Extra/expense when you right-click on a shipment in the dispatch.
Available for Internet order	The extras can be added to existing orders in the web portals, but not to new orders.
Available in mobile device	The extras can be added to existing orders in Opter Driver, but not to new orders. The menu item Extra is displayed in Opter Driver by default. If it is not visible, check that the Mobile data settings AddServicePermission are not set to "False".

Service types

On this tab, you can specify that the extras should not be available on orders with a specific service. This way, you can limit the number of extras available to choose from on the orders.

The list Excluded contains the services for which the extras are not available. The list Included contains the services for which the extras are available. Double-click on the services to move them between the lists. In the text field above each list, it is possible to search for the name of the service.

By default, all extras can be selected on all orders, i.e. all services are located under Included.

Account coding

In Opter, the VAT rate on the order determines the income and cost account to which a certain amount is booked. On this tab you can make exceptions to the regular account coding. The tabs you make changes to are marked with .

Click on to display the VAT rates held in the system. Then select the account to which amounts with the different VAT rates should be posted. More information on the individual drop-down lists can be found at The Account coding tab. The settings in this tab apply if you reach item 4 in the list in How Opter selects accounts for income and expenses. If [Default] is selected for any of the options here, the account coding is taken from the VAT rate.

For more information on how Opter selects the VAT rate on orders (column Sales) and supplier bills (column Cost), see How Opter chooses the VAT rate for customer invoices and How Opter chooses the VAT rate on credits.