Creating a Hazardous Materials Fee
You can set up a hazardous materials fee that is automatically added to all estimates, repair orders, and counter sales.
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The charge is either a FLAT FEE or a PERCENTAGE of the parts and labor charges.
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The fee can be removed from individual repair orders, estimates, and counter sales.
To charge a FLAT FEE for hazardous materials
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From the Setup menu or shortcut bar, select Company Setup.
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Select the Tax/Markups tab.
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In the Type drop-down list, select Parts & Labor, Parts Only, or Labor Only.
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Parts Only: Fee only applies when parts are billed to a Job.
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Labor Only: Fee only applies when labor, sublet or miscellaneous charges are billed to a Job.
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Parts & Labor: Fee applies when parts, labor sublet or miscellaneous charges are billed to a Job.
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Note: The Hazmat fee is applied to each Job on an Order matching the Parts and Labor criteria selected.
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Type the fee Amount.
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Select the dollar sign ($) after your selection, if desired.
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Note: The Maximum Charge field is unavailable when the dollar sign ($) is selected.
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Select Apply Tax if the hazmat fee is taxable.
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This is a materials handling fee so it is taxed using the Labor rate.
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If your Labor % tax rate is set at zero, then this field is disabled.
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Click Submit
To charge a PERCENTAGE for hazardous materials
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From the Setup menu or shortcut bar, select Company Setup.
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Select the Tax/Markups tab.
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In the Type drop-down list, select Parts & Labor, Parts Only, or Labor Only.
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Parts Only: Fee only applies when parts are billed to a job
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Labor Only: Fee only applies when labor, sublet or miscellaneous charges are billed to a job.
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Parts & Labor: Fee applies when parts, labor sublet or miscellaneous charges are billed to a job.
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Type the percentage in Amount.
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Select the percentage sign (%) after your selection.
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Type a Maximum Charge.
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Note: If you leave this box at zero, the application assumes there is no maximum charge.
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Select Apply Tax if the hazmat fee is taxable.
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This is a materials handling fee so it is taxed using the Labor rate.
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If your Labor % tax rate is set at zero, then this field is disabled.
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Click Submit
Note: If you edit a hazardous materials fee that appears on any Estimate or Repair Order, the hazardous materials fee is updated on the Order.
- Editing hazardous materials fee information does not affect Cashiered or Posted Orders, or Service History.