Setting up Tiered Charges

Setting up Tiered Charges

PART A - Create the first Charge

Previous charges can be reused but not update in a sale.  It is not possible to clone them either.  If you need to create a brand new charge:
i. Go to Maintenance > Charges if you don't have a Charges button.
ii. Click on the '+' to add a new charge
iii. Select the Charge Type.



iv. Choose the type of unit this should be applied to. 
e.g. for a buyers premium with a range choose Gross Ex GST


v. Decide on the GST Treatment


vi. Apply the charge to the Document or the Lot depending on your needs.

vii. Lastly if you are using the Accounting Module, select the relevant ledger account 

viii. Save the charge

Part B - Add the Restriction

When there are several tiers to the charges use restrictions to make sure your charges are accurate.
Once the charge is saved, the Restriction field will populate to the right-hand-side of the charge detail.
i.  Click on New and a window will pop up with some options
ii. Select the Restriction Type eg Gross (Ex GST) - this will charge on the pre-GST amount of the Lot or Document depending what you have selected when setting up the charge.
      If you have different types of charges for different types of lots you could select Lot.
      Other options are Average Price and Payment type eg Credit Card



iii.  Select the condition to AND when you have certain tiers for the charges.
If using AND, work out what your tier criterium are before you complete this e.g. is the limit up to and including $1 000 or from $1 000.  Do you charge under $1 000? 
      Where should the charge apply up to and not including?  $20 000 or $20 001?  This means that 2% will be either applied to $19 999 or $20 000 respectively.
      What is your next tear tranche e.g. 1% will be applied to charges from $20 000 upwards, if the 2% was selected to be applied to $19 999.  The largest number available in this field is $999 999

PART C - Add the Charges to the Sale

i.  Create the sale 
ii.  Clicking on New and add the charges



iii. Right-click on the charge you would like to add and Add to Sale


If you need to remove a charge type, remove by right-clicking on the charge


PART D - Check your charges are correct

Generating a report for an invoice or account sale.

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