Direct Bills / GSA - Vendor Credit or Dealer Service Fee

Dealer Service Fee (alternate option)

In certain situations where you are invoicing the end user or customer, and your vendor has an arrangement to provide you, the dealer, with a credit, you can opt for an alternative billing method by adding a "DSF" (Dealer Service Fee) line item to the Bill of Materials (BOM). This approach allows you to efficiently manage vendor credits and enhance project profitability. Here's how you can implement it:

Adding the "DSF" Line Item to the BOM:

To implement the Dealer Service Fee (DSF) on your BOM, follow these steps:

1. Ensure Part Existence: First, make sure that you have a part labeled as "DSF" in your Master Parts Listing. This part will serve as the DSF line item on the BOM.

2. Add "DSF" Line Item: When creating your BOM, simply include the "DSF" line item. Assign it with no sell price, and provide it with a negative cost to offset the estimated cost associated with the project.

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Here's how this alternate billing option operates:

• Vendor Credit: Since your vendor has agreed to provide you with a credit, this credit typically applies when the vendor's bill arrives.

• Project Profitability: By adding the "DSF" line item with a negative cost on the BOM, you are effectively offsetting the project's estimated cost. When the vendor's invoice is received, you can apply the credit from the invoice, effectively increasing the project's profitability.

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This approach allows you to streamline your billing process when working with vendors who provide credits. It ensures that you can accurately account for these credits and maintain a clear view of project profitability.

Incorporating the Dealer Service Fee (DSF) as an alternate billing option provides flexibility and transparency in your financial transactions, ultimately contributing to more efficient project management.