How to Create Quote Fee Distribution

In this article, we'll demonstrate how to create quote fees and customize them.

Step 1: Access Fee Distribution 

In Setup, go to the "Financials" section, then select " Quote Fee Distribution". 

The currently created fee distributions will be visible in this section, with the categories on the left and the fees in the middle. Create a category first using the button on the left. Once the category is created and selected, we can create fees.

Step 2: Create Fee Distribution

Click "New Fee" in the top right corner to add a fee. Write the fee name and percentage. The total percentage within the category of all of the fees should be 100%.

Step 3: Fee Details

The fee section has several options: to order the templates, to see the name of the fee, the fee percentage, the date created, the date updated, and items, as well as the 3 dots, through which we can add fee items, edit, or delete the fee.

Click on the "Fee details" button on the right side, to create them within the system.

The fee details section shows the products, tax, and fee percentage section. The total percentage of the fee items should be 100%.