Order Entry can be set to calculate referral fees. The referral fee calculation is done when you enter a customer order line. You select a product or inventory and the discount is calculated to arrive at a selling price. After you save the customer order line, the referral fee is calculated and displayed on the customer order (just below the Grand Total field). Referral fees are attached to a product code that by default is set to "98". That code may be changed on the Referral screen. You may view referral fees for job costed orders by clicking on File>Providers. In addition:
Referral Fees:
· are calculated when the line is entered.
· are re-calculated whenever the Customer / Person is changed on the customer order.
· are posted to the Provider file when the order is job costed and deleted when un-job costed.
· are added to the Service Cost so that it affects the Gross Profit (on the job cost sheet only).
· are displayed in a different color on the Provider Browse screen.
· are posted to the Provider's file when the order is job costed.
· may be changed only if the switch "Allow Referral Override" is selected on the Referral screen.
· adjustments - if a member has a special price, then calculations will be made against that price rather
than the standard retail price.
· Can be "locked", preventing the recalculation of referral amounts
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