Save a charge your team adds over and over, so anyone can pick it by name when they add it to an order. Its price, VAT rate and invoice wording come along with it.
Before you start
| What you need | Detail |
|---|---|
| Role | “Owner” or “Admin”. A role your brand built itself needs two permissions in “Settings” → “Roles”: “See financial data”, which opens “Business Logic”, and “Add extra charges”. |
| Data at hand | The invoice wording, the VAT rate to start from, and the commodity code (CN code) when the charge is a physical item. |
| Where to start | “Settings” → “Business Logic” → the “Extra charges” card |
Add a charge to the library
- 1Click “Add extra charge” in the card header. A side panel opens under the subtitle “Extra charges library”.
- 2Describe the charge: type its name into “Name” — for example Gift packaging — and the invoice wording into “Invoice description” — for example Gift box and ribbon. The team reads the name inside Go4; the customer reads the invoice wording on the invoice line.
- 3Set “Kind”. This choice decides how the charge prints on an invoice for a country outside the EU.
If… Choose… This changes… The charge is work or a service — a courier run, an alteration “Service / charge” The charge prints without a commodity code The charge travels in the box — packaging, a spare button “Physical item” The panel adds “SKU” and “CN code” for you to fill in - 4Set “Pricing”.
If… Choose… This changes… The charge usually costs the same “Fixed price” The panel adds “Default price” — type the amount, for example 4.50, in your brand’s base currency The amount differs every time “Entered when added” The panel leaves the price out, so whoever adds the charge types the amount on the order - 5Type the rate into “VAT” — for example 23. Go4 may replace it with the rate a particular order requires.
- 6Optional: click “Add parameter”, then type a name and a value — for example Carrier and DHL Express — when the team needs an operational detail next to the charge. The value comes along onto the order and can still be changed there; the invoice does not show it.
- 7Click “Add extra charge” at the bottom of the panel. The panel closes and the charge appears in the list.
Check the result
The charge stands in the list with a “Service” or “Goods” flag and its price — or a dash and the caption “price on add”, when the amount is typed on the order.
Other situations
Change what a saved charge holds
Use this when the price, the VAT rate or the invoice wording is out of date.
- 1Open the charge from the list. The side panel opens as “Edit extra charge”, with the fields filled in.
- 2Correct the values and click “Save”. The list shows the new values.ImportantCharges already on orders keep the values they were given, so the change applies to charges added from now on.
Withdraw a charge from the library
Use this when the brand no longer adds that charge.
- 1Delete the charge from the list and confirm. It leaves the list and the “Item” field on orders, while charges already added to orders stay as they are.
If it does not work
| What you see | Why | What to do |
|---|---|---|
| “Settings” opens without a “Business Logic” tab | The role does not have “See financial data”, so Go4 hides costs, prices and invoices. | Have the permission “See financial data” added to the role in “Settings” → “Roles”. |
| “Add extra charge” at the bottom of the panel stays inactive | “Name” is empty, or “Pricing” is “Fixed price” and “Default price” holds no number. | Fill in “Name”. Type an amount, or switch “Pricing” to “Entered when added”. |
| The name of a parameter you already saved takes no new text | Only a parameter added in the open panel has an editable name. | Use “Remove parameter” in the row menu, then “Add parameter” with the name you want. |
| An order still shows the old price after you corrected the charge | Each charge on an order carries the values it was given when it was added. | Correct that charge on the order. |
Related tasks
Docs
- Add an extra charge to an order — take the charge you just saved and put it on a real order.
- Brand dictionaries — the other lists a brand fills in once for the whole team.