Part 1: Automatically Including Tariffs on All Quotes
Navigation Path:
Admin → Items
Steps:
· Select "Tariffs" from the item list.
· Click on the “ADVANCED” settings tab.
· Under “Automatically Include on Quotes”, select “Always” from the dropdown menu.
Click SAVE
Part 2: Setting the Tariff Price Amount to Be Included in a Quote
Navigation Path:
Admin → Pricing Profiles
Steps:
· Select the "Pricing Profile" for which you want to set the Tariff price.
· Under “PRICING RULES”, choose one of the following options:
· Flat – Sets a fixed Tariff amount for every quote.
· Percent of Glass Cost – Applies a percentage based on the supplier’s glass cost (e.g., 25%).
· Percentage of Glass List Price – Applies a percentage based on the glass list price.
Click SAVE
Part 3: Manual Tariff Addition and Advanced Tips
Options:
1. Always Add Tariff on every Quote (see Part 1 above)
2. Alternatively, you can choose to manually add Tariff Price on Quotes instead of automatic inclusion.
How to Add Tariff to a Quote Manually:
· You can manually add tariff pricing by selecting "Tariff" as an Invoice Item line item.
· Click the Edit icon to the left of the Item to select the appropriate Parent Sku
· After adding the Tariff line item and setting the Parent Sku, re-select the Pricing Profile to populate the correct pricing.
Advanced Tip:
It is easier to have the Tariff default to “Always” add to quotes, then simply remove it manually if it is not needed for a particular quote.