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Add an Additional Cost to a SalesDoc

Add fixed charges such as shipping, setup fees, artwork charges, and rush fees to your SalesDocs using Additional Costs. Learn how to configure pricing, vendors, and tax settings.

An Additional Cost is a fixed charge that can be added to a SalesDoc.

Unlike products and decorations, an Additional Cost does not change based on quantity. Common examples include:

  • Split Delivery Fees

  • Artwork Charges

  • Setup Fees

  • Rush Fees

  • Freight Charges

Additional Costs can be added within a product group or in their own group, depending on how you want them presented on the SalesDoc.


Step 1: Add an Additional Cost

To add an Additional Cost, either:

  • Click Add Additional Cost from the toolbox

  • Hover over a group and select Add Additional Cost

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Step 2: Enter the Cost Details

Enter a name for the Additional Cost.

Examples include:

  • Shipping

  • Split Delivery

  • Artwork Fee

  • Rush Charge

If the cost will be purchased from a third-party supplier, select a vendor from the dropdown. You can also create a new vendor directly from this screen.

Assigning a vendor allows the Additional Cost to flow into purchasing workflows and purchase orders where required.

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Step 3: Configure the Description

The description will automatically populate using the name of the Additional Cost.

You can optionally customize the description to provide additional information for the customer.

For example, a cost named Split Delivery could include a description explaining that the order will be delivered to multiple locations.

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Step 4: Configure Pricing

Enter the:

  • Buy Price

  • Markup

Hoops will automatically calculate the sell price based on your pricing settings.

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Step 5: Configure Tax and Pricing Mode

Set the appropriate tax settings for the Additional Cost.

You can also choose whether the Additional Cost should use Itemized or Rolled Up pricing.

For a detailed explanation of pricing modes and how they affect customer-facing pricing, see Understanding Pricing Modes in SalesDocs.

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Understanding Additional Cost Quantity

Additional Costs always have a quantity of 1.

This quantity cannot be changed.

For example:

Item

Quantity

Product

Umbrellas

100

Additional Cost

Split Delivery

1

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If you need to charge for multiple occurrences of the same cost, you can:

  • Increase the value of the Additional Cost

  • Add multiple Additional Costs

  • Clone the Additional Cost multiple times


How Additional Costs Work

An Additional Cost is always a fixed amount.

For example, if a Split Delivery fee is $100:

  • A quote with 10 units includes a $100 Split Delivery fee

  • A quote with 100 units includes a $100 Split Delivery fee

  • A quote with 1,000 units includes a $100 Split Delivery fee

The cost remains fixed regardless of the quantity of products on the SalesDoc.

This makes Additional Costs ideal for charges that occur once per order rather than once per unit.

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