Q. I have an order that is showing up with a charge with a Red 'To Approve' label. What is this and how do I approve it? I need to send a quote to the customer, but it isn't showing on the quote. How can I include it?
A. In some instances charges may require customer approval before they can be applied to orders / invoices. For instance, if there is a waiting charge applied past a free limit or if a specific day delivery is requested, clients may require pre-approval before they can be invoiced. Charges with 'To Approve' will require approval before showing in the total invoice amount. They will be included on the Revenue charges, but will show omitted until approved.
If generating a quote, this charge will also be omitted until approved. Once approved, the quote can be re-triggered to show the charge included. To approve the charge click on the 'To Approve' label and select the check mark. This will remove the label and the charge will apply.
Setting up a charge for Approval
In order for a charge to show up for approvals, it must be set up as a charge on a price list, with 2 settings set under General Info:
'Always Add to Order' - this toggle must be set 'on'
Invoice process if price 0 = Set to 'Only invoice if approved'
To set a charge:
Once you have the charge created, add the charge to a price list. There are 2 ways to do this.
From the Charge. From Configuration, select the charge to add. Select the Active Transport service and click 'Link price list' this will open the list of available price lists on this transport service. Select the check box to which price list(s) to apply the charge and SAVE. Open the pricelist and select the 'EDIT' icon next to the charge. This will open the EDIT page. Under General Info, update the 'Always add to order' and 'Invoice process'. Click SAVE. The next time an order is created that meets the criteria of the charge it will be shown with the 'To Approve' label.
From the price list. From Rate Card Customers, select the price list the charge will be added to. Click 'Add Charge'. A list of available charges will show, click the check box to select the charge and click SAVE. Select the EDIT icon next to the charge to open the EDIT page. Under General Info, update the 'Always add to order' and 'Invoice process' fields, and SAVE.
