Authority Fees and Exclude from Total

Modified on Wed, 2 Feb, 2022 at 1:44 PM

The Product Catalogue has Categories and Items that you can customise, add/or delete. The example below shows:


Category: Appliances

Items: BBQ, Cooktop, Dishwasher



On the Category, you can enable "Exclude from total:" as an option.  This is often used for Authority Fees like Insurance and Long Service Leave Levy.  As these items are calculated as a percentage of the Quote Price, you can exclude this items from the Total.



When the Quote is presented to the Client, the items that are "Excluded from the Total" are broken down for them:


Example Output:



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