Overview

This document is outlining the setup of a Retail Delivery Fee where it is applicable.

Procedures 

Create a New Item in the Inventory Maintenance Section

Item = RDF

Description = Retail Delivery Fee

Unit of Measure = Each

Stocked = No

Department = Services &Fees

The item is Taxable

Under Display Message select New

Create a Display Message reminding clerks that the RDF is not to be charged to Tax Exempt Invoice deliveries.

Make the Item Net Price

Remove the Purchasable check mark

Set all the General Ledger Codes to a new GL Code for the Retail Delivery Fee Item. Call it RDF Fee Payable

Under the Pricing and Costs Tab

Set the List price to $0.27

Set the Standard Cost to $0.27

Set the Average Cost to $0.27

Save the Item by selecting OK

Using The RDF Retail Delivery Fee at POS

Start a new Order

Set Order to Delivery

Add the RDF to the Taxable Order, note the RDF Fee Reminder for the Clerks.  If the Order is taxable, it must also have RDF if being delivered.

Reporting

Go to Reports

OLAP Sales Analysis

Create a new Cube 

Select Sales Period to Report

Prefilter Cube Data and Select RDF for Item

Check Include Item Detail

Build Cube

Build a new View

From the Menu Select Sales, Store, Item, Pickup/Delivery and sort according to the example below.

When completed select Saved Views and Save the View as RDF Reporting.