How to charge a restocking fee in FDM4

5 STEPS

1. In Claim Order Entry, before or after you have the items matched or added, select Update Header in the top right of the screen.

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2. Make sure the Charge Restock Fee by Default is toggled and has the check mark next to it.

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3. Select Restocking Type drop down and choose Dollar Amount. If the vendor charges a percent for restocking, make sure to calculate this based on the COGs multiplied by the Restock Fee Percentage.

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4. Here you can enter the Restocking Fee. Use either the total Dollar Amount.

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5. Please make sure to leave detailed comments like the one here.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

How to charge a restocking fee in FDM4

This article will walk the Account Manager or Billing Analyst through the process of charging a restocking fee in the Claim Order Entry process

Here's an interactive tutorial