Defining Contract Buyer Fees for Customers

If you use a contract buyer for purchasing materials from vendors, and then directly ship the materials from the vendors to your customers or job sites, you can use Contract Rate Maintenance to set up the fees payable to the contract buyer.

You can set up a customer with Contract Rate Maintenance to charge the vendor a dollar amount or a percentage as a fee for contract buyer's services. When managing payments, the system looks at the rates specified for the ship-to customer first, then to the bill-to for this data.

To define contract buyer fees for a customer:

From the File menu select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter the customer ID to display the customer record.
Use the Add'l Info hot key, then the Commerce Fees $ hot key to display the Contract Rate Maintenance screen.

The Customer field displays the customer name for the current customer record, and the Vendor column displays Default, which represents bill-to vendors who are not added to the vendor column.

For the Default vendor, set up the required default fees as described in the table below.
In the Vendor column, below the default vendor, list vendors that have exceptions to the default payment and commerce fees.
Enter one or both amounts and percent values into the fee columns to charge the fee back to the vendor.

For the field...	enter...	for...
Portal Fee	Amount – A dollar amount to charge the customer for credit card payments	the customer's portal fees for their Internet use.
	% – A percentage to charge for credit card payments
Comm Fee	Amount – A dollar amount to charge the customer for credit card payments	the customer's commerce fees for their Internet use.
	% – A percentage to charge for credit card payments
Payment Fee	Amount – A dollar amount to charge on each order	general payment fees.
	% – A percentage of each order to charge

If you enter both dollar amount and percentage, and the customer makes partial payments on an order, the system charges the dollar amount and percentage for the first payment and the percentage for each consecutive payment.

Press Esc to save your data and exit Customer Maintenance.