The following examples show how to deal with fees in Uniconta.
Example 1: This example shows how to invoice a Bill of Material (BOM) that includes a fee, such as a packaging fee, where the fee needs to be shown alongside the item on the invoice. Here, the inventory item ’Machine Jar’ is being sold for 501 Euros. There is also a fee of 19,20 Euros. First, set up two separate ‘items’ under Inventory/Items, as shown below. The main item, in this case, the ‘Machine Jar’ item , should be set up as a BOM. This item should be included in a BOM, so check the box ‘Item included in the BOM’.
The fee can then be set up. In this case it is a packaging fee. Note: If the fee will be used as an inventory item in the inventory module, then select the item type: ‘Item’. Otherwise, select ’Service’. The cost and sales price will be the same, since there is no sales margin on a fee. If the fee is sold per whole unit, then the ‘Decimal’ field should be 0. If the fee is sold in parts, for example, 0.50 then set the decimal to 2. The cost price model should be ‘Fixed cost price’. In this example, the fee is set up as a service. The ’Item is included in the BOM’ box should be checked.
The items contained in the BOM should then be gathered. Use the navigation panel to go to Inventory/Items. Highlight the item for the main BOM and click the ‘BOM’ button in the toolbar/ribbon. Then click on the ‘Contains’ button as shown below.
(Click on the screenshot to enlarge)
Next click ’Add Record’ in the toolbar/ribbon to add the item (in this case the packaging fee). Enter the quantity in the ‘Quantity’ column and check the boxes in the ‘Include Sales price’ and ‘Show on invoice’ columns in order to show this item (fee) on the invoice as shown in the screenshot below.
The resulting invoice for this example is shown below. (Click on the screenshot to enlarge.)
Example 2: The example below shows how to use a BOM to invoice an item with a fee is calculated based on the weight of the item. An item, ’Machine Jar’ is being sold for 501 Euros. As in the example above, there is a fee of 19.20 Euros, but this time the fee is calculated by kilogram. In this example the item being sold weighs 0,38 kg. The item and BOM item are set up in the same way as shown in example 1 above. The items contained in the BOM are then gathered. This is done by going to Inventory/Items and highlighting the main item. Next click on the ‘BOM’ button in the toolbar/ribbon and select ‘Contains’.
Next add the packaging fee ’item’ to be included in the BOM. Enter the quantity, in this case 0,38. The sales and cost amounts will then be calculated on the line. In order to show the ‘fee’ item and its sales price on the invoice, check the boxes in the ‘Include Sales price’ and ‘Show on invoice’ columns, as shown in the screenshot below.
Remember to enter decimals when setting up the item, otherwise it will only be possible to enter whole items. The resulting invoice is shown in the screenshot below. (Click on the screenshot to enlarge.)
|