- Created by Heidi Adams, last modified on May 17, 2019
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Prices
Use the Prices setup window to activate Price Components, Rate Basis UOM, Minimum Charges, and Rounding options.
To activate Price Components, select Setup | Configure - Prices. A window similar to the following will appear.
Configuration
Price Component 1, 2, and 3
To activate a Price Component, enter a meaningful title in the desired field. The default title for Price Component 1 is Base Matrl. This can be changed based on the end user's preference.
For examples on how to use multiple Price Components, click the following link; Maintain - Prices - Price Components.
Rate Basis
Select a Unit of Measure (UOM) from the available drop-down list for weight based rates.
- Pounds - Weight rate is entered in Pounds. This is a valid selection when the weight indicator is set to Pounds.
- Tons - Weight rate is entered in Tons. This is a valid selection when the weight indicator is set to Pounds.
- Kilograms - Weight rate is entered in Kilograms. This is a valid selection when the weight indicator is set to Kilograms.
- Metric Tons - Weight rate is entered in Metric Tons. This is a valid selection when the weight indicator is set to Kilograms.
Allow Price Override
When checked, this feature will allow scale operators to change rates at the time of a transaction. To override rates during a transaction, click the Override rates button on the second weigh form.
Charge Based on a User-Defined Unit
When checked, rates will be calculated based on a user-defined unit.
Enable Easy Cash in Transaction Payment Window
The Easy Cash option works with customer accounts who's accounting terms are set to Cash Only. When turned on, Cash is automatically selected as the payment type and the Cash Tendered field is prefilled.
To turn Easy Cash on, check the box.
Minimum Charges
Prompt Before Applying
When checked, Interact will ask if the minimum charge should be applied as a transaction is being completed. A window similar to the following will appear.
- Click Yes to replace the total charge with the minimum charge.
- Click No to process the transaction with the price per weight rate
Apply as Lump Sum
By default a minimum charge is applied when the total charge calculated is less than the minimum charge. In some cases the minimum charge is different for each Price Component. For example, Price Component 1 may have a minimum charge of $5.00, Price Component 2 may have a minimum charge of $2.00, and Price Component 3 may have a minimum charge of $.50. To calculate charges separately for each Price Component, uncheck the box to turn the feature off.
When Apply as Lump Sum is turned off and the Prompt Before Applying feature is enabled, a prompt will appear for each Price Component. The scale operator will be able to select which Price Components should have the minimum charge applied and which Price Components should not.
Apply even though actual charge is zero
When checked, Interact will apply the minimum charge even through the total charge is zero ($0.00).
Charge Rounding
Rounding can be set up to round differently for charge and cash transactions. For example, charge accounts (transactions are credited to an account for later billing) may be charged to the nearest penny, but cash accounts (transaction being paid for at the time of the transaction) are rounded to the nearest quarter. Rounding for Charge transactions applies to the base charge only. Sales tax and fixed charges are added to the rounded base charge.
By default rounding is to the nearest penny. Select the field to enter a new amount. Use the drop-down list to set rounding Up to the next higher increment, Down to the next lower increment, or to the Nearest increment of the Rounding Amount.
The Round After Calculating Tax option is available only for cash transactions and can only be used with the Nearest and Down options.
When checked the Round Unit Count Items option will round transactions where the UOM is set to Unit.
Click the Save button to save changes. Click the Undo button to cancel any changes.
Using Price Components
To demonstrate how Price Components work the following example will activate Price Component 2 as Surcharge and Price Component 3 as Add'l Fee.
These additional Price Components can be selected from the Price Components drop-down list in the Prices table. Select Maintain - Prices to add rates to each Price Component table.
Price Component 2
Select Surcharge from the drop-down list. Enter rates for those material items requiring an additional fee.
In the example above material 001 - 1/4 - 3/4 Washed Rock will calculate an additional $.50 per ton fee, 3/4 - 1 1/4 Washed Rock will calculate an additional $1.25 per ton fee, and Washed Sand will add an additional $5.00 fee to the total charge.
Click the Save button to save changes. Click the Undo button to cancel any changes.
Price Component 3
Select Add'l Fee from the drop-down list. Enter rates for those material items requiring an additional fee.
In the example above material 001 - 1/4 - 3/4 Washed Rock will calculate an additional $.75 per ton fee, 3/4 - 1 1/4 Washed Rock will calculate an additional $.75 per ton fee, and Washed Sand will add an additional $2.00 fee to the total charge.
Click the Save button to save changes. Click the Undo button to cancel any changes.
Calculating the Total Charge
The total charge is calculated in the following way:
- Net Weight * Price Component 1 Rate + Calculated Taxes = Base Charge 1
- Net Weight * Price Component 2 Rate + Calculated Taxes = Base Charge 2
- Net Weight * Price Component 3 Rate + Calculated Taxes = Base Charge 3
- Base Charge 1 + Base Charge 2 + Base Charge 3 = Grand Total Base Charge
Where the Net Weight is 10 Tons for material 001 - 1/4 - 3/4 Washed Rock and no taxes are applied
- 10 * $2.50 + $0.00 = $25.00
- 10 * $.50 + $0.00 = $5.00
- 10 * $.75 + $0.00 = $7.50
- $25.00 + $5.00 + $7.50 = $37.50
- Maintain Prices
- Override Rates
- User Defined Units
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