Surcharge Management

for Microsoft Dynamics 365 Business Central

Set up your surcharges directly within Microsoft Dynamics 365 Business Central. You can choose from items, item categories, customers, vendors, and custom date ranges to determine who, what, and when to apply your surcharges. If you need to make amendments to a surcharge, that’s no problem! Simply open up that surcharge in Dynamics 365 Business Central and make any changes you need.

From additional carriage charges and minimum order requirements to bulky item surcharges, whatever your business needs are, we’ve got them covered. Set your surcharges based on fixed values, or on a percentage basis. With the option to add minimum and maximum order values by Customer or Vendor, make surcharge assignment easy. Whether setting up on individual lines or whole order documents, the choice is yours.

Add surcharges using G/L account lines to update your chart of accounts and ensure that the surcharge is added to the total value. Alternatively, use charge items for your surcharges and assign the surcharge cost across the order, allowing for a more accurate overview regarding the profitability of the order. Make them work for you and your business requirements.

As well as adding your own surcharges that customers may encounter, you can also add your vendors’ surcharges that you should expect. It’s an easy way to keep an eye on those additional costs when you’re placing orders.

With the option to add descriptions to each surcharge, you can include all the information you need. Help keep your team informed with any updates and any additional information they might require when it comes to that particular surcharge.

We know how important it is to be flexible, especially when developing business relationships. You might have made a temporary agreement to suspend surcharges for a specific customer, or maybe one of your vendors has temporarily removed a surcharge for you. But why set up a whole new surcharge to temporarily exclude an individual customer when you can make a quick change to your existing one? With a few clicks, you can temporarily exclude surcharges where needed without affecting any other customer or vendor. Saving you time and reducing the risk of errors when it comes to order processing, helping you to continuously improve your reputability.

Flicking between screens to check which surcharges should be applied is time-consuming and can increase the risk of human error. You don’t want to risk processing an order and submitting an invoice with unnecessary surcharges, likewise, you don’t want to miss out on including a surcharge which could narrow your margins. With Tecman Additions Surcharges you get full visibility of what surcharges apply as you build your order. All the information you need is helpfully displayed on screen for each item right on the order page. So your team could be taking orders over the phone and still be able to update customers with the exact costs they’ll be charged, without even having to change page on Dynamics 365 Business Central.

If you want your surcharges calculations to work a little differently, we can help with customisations without affecting the Tecman Additions Surcharges app as a whole. Our developers can add additional code to change the calculation handler making those tweaks easy, straightforward and non-invasive.