Add Levy (Bulk Client Update) Overview
The Add Levy tool allows organisations to efficiently apply or remove fuel levy settings across multiple client records in a single operation.
Accessible from the Client Inquiry List, this tool is designed to support bulk configuration of levy functionality without the need to open and edit each client individually.
This tool is particularly useful when rolling out levy charges across a large client base or making global adjustments in response to operational or pricing changes.
The Add Levy tool is accessed from the Client Inquiry List:
- Open the Client Inquiry List located at Inventory Mode > Inventory Sales > Inventory Sales Inquiries > Sales Clients.
- Select one or more client records
- Navigate to the Tools menu
- Select Add Levy. After selecting Add Levy, a dialogue box will appear prompting for an Inventory ID. Enter a valid Non-Diminishing inventory item code (e.g. LEVY-10KM)
The entered inventory item is assigned as the levy item . Levy Enabled is automatically turned on and changes apply to all selected clients immediately.
Only selected clients are updated. The entered inventory item is assigned as the levy item, and Levy Enabled is automatically turned on. These changes apply immediately to those clients only. Existing invoices are not affected, and levy charges will apply to all new Sales Client Invoices (SCI) raised for those clients.