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PRO: Sales - Applying Charges/Credits to an Order

Updated by Cultivera Team

Adding Charges/Credits To An Order

Use this workflow to add various non-cannabis related charges (such as delivery, service, and/or flat fees) to a submitted order.

Adding Charges: 

  1. Navigate to Sales > Orders > Order Details.
  2. Select the "Apply Charge" button: 
    Sales order page with the Apply Charge button
  3.  Select the charge type, unit price, and unit quantity (as applicable), include an optional description
  4. Click "Submit".
Charge for Order pop-up with the Submit button

The charge will be displayed under the “Total” on the Order Details page.

Processing Fee charge shown under Total on the order

Additionally, the non-cannabis charges will be displayed under "Charges" near the bottom of the customer's invoice once the invoice document is generated on the Fulfillment > Order Details page.

Invoice with the Charges line

Adding Credits:

  1. Navigate to Sales > Orders > Order Details.
  2. Select “Apply Credit”
Sales order page with the Apply Credit button
  1. Enter the “Credit Amount”
  2. Select “Add Credit”
Credit for Order pop-up with Credit Amount and Add Credit

You will then be able to see the Credit applied to the order on the Sales > Order > Order Details page and on the Invoice document that is generated for the order.

Credit shown under Total on the order
Note: Charges (and Credits) applied to an order will not carry over to the invoice to QuickBooks Online and will need to be manually applied to an Invoice in QBO once exported from Cultivera.

Tip: If an order has already been Released and changes need to be made to the Invoice, you can navigate to Fulfillment > Transfer Outbound and click on the TSID of the order in question to view the Transfer Outbound Details page. From here you can “Mark Accepted” or “Mark Rejected” and then update the line totals accordingly. Be sure to navigate back to the Fulfillment > Order Details page to regenerate the Invoice.

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