Add Surcharge (Purchase Flow)
Add Surcharge is where the costs that are not the goods go: freight, customs duty, clearing fees, insurance, handling. Recorded here, they become part of what the goods cost you rather than a separate expense sitting somewhere in your accounts.
Menu path: within Purchases > Purchase Invoice forms
Why surcharges belong on the bill
Consider a shipment of goods invoiced at 1,000 with 150 of freight and 80 of customs. If only the 1,000 is recorded against the goods, every margin figure on that shipment is overstated by 23 per cent - and the freight sits in an expense account where it looks like overhead rather than the cost of those specific items.
Putting the 230 on the bill as extra expenses spreads it across the lines, so:
| Reading | Without surcharges | With surcharges |
|---|---|---|
| Unit cost | Invoice price only | True landed cost |
| Margin per item | Overstated | Real |
| Expense accounts | Inflated with goods costs | Clean |
| Reorder decisions | Based on a price that never existed | Based on what the goods actually cost |
Add surcharges to a purchase
- Enter the goods lines first, so there is something for the surcharge to spread across.
- Add each extra cost separately - freight, customs, clearing - rather than one lumped figure. Separated, you can see next quarter which one is growing.
- Save, then check a line's resulting unit cost. It should be higher than the supplier's price by the shipment's share of the surcharge.
- If a cost arrives after the bill is closed, do not edit history - raise a purchase cost adjustment instead.
Full reference
Every option and control on this page, at a glance.
Standard list tools
Every list page in OSOSS shares these controls:
- Manage columns - the icon at the right edge of the header row: search columns, tick to show or hide, drag to reorder. Your selection persists for your user.
- Quick search - matches the page's primary field.
- Filter chips + More Filters - the chips are your defaults; More Filters exposes the full set below.
- Save Filter / Saved Filters - name a filter combination and recall it in one click; one can be your default view.
- Reset - clears filters back to defaults.
- Export All - downloads the current filtered rows with exactly the columns you have selected.
- Focus - hides the surrounding chrome for a full-width table.
- Row selection - the header checkbox selects the page or all matching rows, enabling bulk actions.
- Rows per page and page jumper - at the foot of the table.
- Custom fields - anything you define under Settings > Custom Fields appears here as both a column and a filter.
Related pages
- Add Items - the goods lines a surcharge spreads over
- Purchase Cost Adjustments - costs that arrive late
- Expenses - spending that is not part of goods cost
What you can do on this page
Every action on this page, step by step. What you see depends on your role, so a control your account is not set up for simply does not appear.
Export the list
- Filter and choose your columns first - the export mirrors exactly what is on screen, not the whole table.
- Click Export All.
- The file downloads as a spreadsheet: one row per record, your visible columns in your order.