What Is a Surcharge?
A surcharge is an automatically applied fee that gets added to a customer ticket when certain products are delivered. Common examples include environmental fees or fuel-related charges. Once a surcharge is set up, BulkSource handles the calculation and applies it to the ticket automatically — no manual entry needed.
Where to Find Surcharges
Surcharges are managed under the Pricing module in the left navigation menu. You'll see three tabs at the top: Price Lists, Price Indexes, Surcharges.
Click the Surcharges tab to view and manage all surcharges in your account.
The Surcharges List Page
The list page gives you a quick overview of all your surcharges and the key billing details for each one. From here you can:
- Create a new surcharge using the button in the upper area of the page
- Filter surcharges by status (Active or Inactive)
- Search by surcharge name
- Click any row to open the full detail page for that surcharge
Creating or Editing a Surcharge
When you open a surcharge (or create a new one), you'll see two tabs: Details and Products.
Details Tab
This is where you configure the core settings for the surcharge:
- Name – What the surcharge will be called
- Description – An optional internal note (not shown on the list page)
- Status – Set to Active or Inactive. Only Active surcharges are applied to tickets
- Applied To – Choose whether this surcharge applies to a Product or Freight
- Application Method – How the surcharge amount is calculated. Options include:
- Assume Product's UOM – Uses the same unit of measure as the product (e.g., tons)
- Flat Fee per Ticket – A fixed dollar amount applied once per ticket
- Percentage of Charge to Customer – A percentage of the product charge
- Taxable – Whether the surcharge amount is subject to sales tax
Effective Dates (Surcharge Time Series)
Below the header fields, you'll see a table where you set the rate and date range for the surcharge. This allows the surcharge amount to change over time — for example, if a rate increases in a new quarter. Each row in the grid represents one effective date period.
When a ticket is created, BulkSource automatically uses the rate that matches the ticket's date.
Products Tab
This is where you assign which products the surcharge applies to.
Products are organized by category. Each category can be expanded to show the individual products within it.
- Toggle a category ON to select all products in that category at once
- Toggle a category OFF to remove all products in that category
- Toggle individual products if you only want the surcharge to apply to specific items within a category
Important: Your product selections are not saved automatically. Make sure to save the surcharge record before navigating away — the system will warn you if you have unsaved changes.
How Surcharges Are Applied to Tickets
When a ticket is created, BulkSource automatically checks all Active surcharges. If the product on the ticket matches a surcharge's assigned product list, and a valid rate exists for that ticket's date, the surcharge is added to the ticket automatically.
The surcharge total is calculated as:
Surcharge Total = Quantity × Rate (rounded to 2 decimal places)
Example: 15.46 tons × $0.10/ton = $1.546 → rounded to $1.55
Note: Surcharges will not appear on quotes or orders — they are applied at the invoicing stage and will appear on the invoice, listed under the product(s) they are applied to. If you need to communicate a surcharge to a customer before invoicing, keep in mind that only Price Indexes are reflected on quotes.
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