grey exit X
Take a personalized
self-guided tour
Your Company
fulcrum browser interface
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
April 25, 2023

Default Fees

Sales Orders

You can now add and modify default fees within your Sales setup. (A) Simply set the name, description, currency, tax, and accounting codes and you'll see the default options when adding a fee on a Quote or Sales Order. (B) Note that you'll only see fees that match the currency. You can override anything you want on the fly too, so if the fee amount saved in system data isn't what you want for this particular order, you can update it on the order but leave the default as is.