How to add a fuel surcharge

Adding a fuel surcharge can be accomplished several different ways but care must be taken to choose best solution for the requirements.

The three scenarios available are:

1. Add a single or zoned based fuel surcharge.
2. Add a fuel surcharge for each fare.
3. Add the fuel surcharge as a tax.

Scenario 1 – Add a single or zoned based fuel surcharge

Highlights

• Small number of inventory items to manage and update
• Applies the proper taxes

Cautions

• With only a handful of fuel surcharges for all the possible fares, exact percentage matching with the fare is not possible.
• Does not automatically change with fare price changes.  This may be desired.

Steps

1. Add the surcharge(s) as an inventory.
   » Setup Inventories
2. Add the surcharge to the pricing groups.
   » Setup Pricing

Scenario 2 – Add a fuel surcharge for each fare

Highlights

• Can match all fares as there is a corresponding surcharge inventory for every fare.
• Applies the proper taxes.

Cautions

• With possibly a large number of inventory items, managing and updating is a large task.
• Does not automatically change with fare price changes.  This may be desired.

Steps

1. Add each surcharge as an inventory.
   » Setup Inventories
2. Add each surcharge to the pricing groups.
   » Setup Pricing

Scenario 3 – Add the fuel surcharge as a tax

Highlights

• Easiest to setup.
• Applies to all fares by percentage or rate.
• Surcharge always properly relates to the fare price.

Cautions

• Since the surcharge is setup as a tax and self-referencing of taxes is not possible (“tax on a tax”), all tax implications are not shown on the invoice and must be manually calculated after posting to accounting.
• Automatically changes with fare price changes.  This may not be desired.

Steps

1. Add the surcharge(s) as an tax.
   » Setup Taxes
2. Add the surcharge tax to the inventories.
   » Setup Inventories