Can I show White Glove Delivery as a separate charge on a quote?
Yes. Add White Glove Delivery as a saved fee, or enter a named custom fee if you have price-override access.
Quote and order PDFs show fees as named rows, so the customer can see the charge.
Check the summary to avoid charging the same service again under shipping.
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People also ask
From other topicsWhy is By weight greyed out when I add a charge?
By weight is unavailable because purchase orders do not record unit weights. Choose By value, By quantity or Manual instead.
A value split needs known vendor costs; a manual split needs all shares to add up to the charge. Check the allocation preview before saving.
Open its own pageFull guide: Add freight, duty and other costs to a purchase order
Can I receive another delivery after finalizing a PO?
No. Finalizing a PO closes its costs and stops receiving until it is reopened.
Use Reopen to edit or Reopen, enter a reason, and confirm before posting the next delivery. Your role needs Finalize and reopen purchase orders, as well as permission for the receiving work.
Open its own pageFull guide: Add freight, duty and other costs to a purchase order
Can I charge duty to one option instead of the whole sofa?
Yes. In Add charge, choose Specific items or options and select the option the charge covers.
Review the allocation and Landed / unit before saving. Assigning a charge to a fabric option changes that option's cost without spreading it across the rest of the sofa.
Open its own pageFull guide: Add freight, duty and other costs to a purchase order
What should I do when a customer opens a chargeback?
Use Place legal hold to protect the order's signature evidence, then download the signed agreement and evidence from Signature history. Enter a reason when placing the hold.
OrderPilot does not detect card disputes automatically, so staff must place the hold themselves. Managing holds needs Export and hold signature records.
Open its own pageFull guide: Export, hold and retain signature records