Legacy platform

Adding a charge

You can add charges at the order line level or the order header level.

Procedure

  1. Log on to Sterling™ Call Center. The Home page opens.
  2. Go to the Order Pricing Summary screen by doing the following steps:
    1. Search for an order. The Order Summary screen opens.
    2. Click the link that displays the order total. The Order Pricing Summary window opens.
  3. Click Add/Modify. The Add/Modify Charges window opens.
    Any existing charges are shown.
  4. From the Charge category list, select the appropriate category. Based on the charge category, charge names are populated.
  5. From the Charge name list, select the charge that you want to apply.
  6. From the Apply to list, select one of the following options:
    • Select Charge per unit to apply the charges to each unit of the product.
    • Select Charge per line to apply the charges to the order line.
    Note: If you are adding the charge at the header level, you can enter the Charge amount only.
  7. In the Charge amount, enter the charge that you want to apply.
  8. In the Note field, enter a reason to add or modify the charges.
  9. Click Apply. The charge is applied to the order or order line.