You can now automatically apply percentage-based charges to your SitePad CRM quotations—ideal for environmental levies, insurance and other additional charges.

Multiple charges, with your own names

Add multiple percentages to the same quotation, each with its own custom name and rate. For example:

• Environmental Levy – 5%, applied to all requirement items.
• Insurance – 1%, applied to hired items only.

Each charge is calculated against the applicable items and displayed separately on the quotation PDF, showing its name, percentage, applicable item types and calculated amount.

How to set it up

Before you begin, you must create an Asset Category or have one imported from Syrinx for the charge you want to add. Its code must exist before you can use it in a default quotation line.

1. Go to Settings > Data Lists.
2. Find Default Lines On Quotations and tap New.
3. Select the Asset Category Code for your charge—for example, ENVLEVY for Environmental Levy.
4. Switch on Is this a Percentage Charge?
5. Enter the Percentage—for example, 5 for a 5% environmental levy.
6. Set Scope to Requirements only, which is currently the available option.
7. Choose Applies to from:
   • Hired items only
   • Sale items only
   • Set Charge items only
   • Sale and Set Charge items only
   • Hired and Set Charge items only
   • All items
8. Tap Save.

Repeat these steps to add further charges, using the relevant Asset Category for each custom name and setting its own percentage and applicable item types.

Control charges on each quotation

Configured charges are switched on by default when creating a quotation. Individual toggles, such as Apply Environmental Levy and Apply Insurance, let you turn each charge off when it isn’t required.