It's easy to add additional fees of many types to your orders, such as a handling fee, fuel surcharge, credit card usage fee, State-mandated charges such as the Colorado Retail Delivery Fee, etc. Simply navigate to Settings/Surcharges in your Nexternal Order Management System, and set up as many surcharges as you would like:
Once you designate how many fees you'd like to set up, you will see these defaults:
HOW TO SET UP SURCHARGES
Following is a summary of what all the fields mean, along with guidance as to how to fill them out to achieve your surcharge goal. You can find additional information in the related feature tooltip next to the section heading in the OMS.
Label: First create the name of the surcharge in the Label field. This is what will show up in the cart and on invoices. For example, "CO Retail Delivery Fee" or "Handling Fee". Use text in this field, not HTML. The field takes approximately 50 characters, give or take depending upon the width of the characters.
Customer Type: You may apply surcharges to orders placed by customer type or by rank (meaning, all customer types that you have ranked at __ or higher in the Customers/Types section).
Amount: The surcharge can be either a flat fee or a percentage of one of the following combinations of items in the order:
The "With Exempt Minimum" checkbox allows you to define a minimum amount - either by Product Total or Product Total Less Discounts - at which the order is exempt from the surcharge. For example, you could set it up so that only orders under $50 are charged the surcharge.
Order Type*: Each surcharge can apply to Ship orders (Ship-To), Pickup orders, or both.
*subject further to zone/state/pickup location restrictions
Level*: Order - one surcharge will apply per order
Ship-To - one surcharge will apply per ship-to address
Shipment - one surcharge will apply per ship-from/ship-to combo
*If Multiple Ship-To is OFF, “Order” and “Ship-To” Level options are equivalent. If only one Ship-From Address exists, the Ship-To and Shipment options are equivalent. Therefore, if Multiple Ship-To is off and only one Ship-From Address exists, all 3 options are equivalent, and the Level field is inconsequential.
Tax OIP: Requires that Sales Tax be charged at the selected Level (i.e. sales tax is greater than $0) for the surcharge to apply. (This should be checked when implementing a CO Retail Delivery Fee.)
Payment: You may apply a surcharge to orders that use any payment type, Credit card payment, invoice payment, and orders that Request a Quote in lieu of payment.
Change Order: If you create more than one Surcharge, the Change Order button allows you to reorder the list of Surcharges. Surcharges are applied in the listed order. You may also find reordering useful for organizational purposes.
When you finish setting up your surcharges be sure to click the finish button at the bottom of the page to save your work.
SETUP EXAMPLES
Some settings may change here depending upon what you are trying to achieve – but these are some reasonable general examples of various surcharge types:
Things to think about for some specific surcharge types:
CO Retail Delivery Fee – Tax OIP should be checked every time because the fee applies only if sales tax applies to the order.
CC Use Fee and any percentage charge – percentage basis selection in the "Amount" field should be considered carefully. Use the ? tooltip to understand what each of the options means.
Fuel Charges – amounts could vary by zone.
Canada VAT Tax – this feature is a possible solution to charge Canada VAT tax depending upon how VAT tax is calculated.
CART DISPLAY
Surcharges will appear below the Subtotal in the cart, and, if applicable, below Sales Tax and Shipping. Please note that surcharges dependent upon the selection of a specific type of payment, such as a Credit Card usage fee, will not show up in the cart until the final invoice page, once the applicable payment method has been selected.
INTEGRATIONS
A few integrations require an extra step, so if you are using one of the following integrations please note:
•Avalara -
•Salesforce - The Surcharge Code field for the Salesforce Commerce Connector (Settings/Compatible Software/Salesforce Commerce Connector) must be specified to include Surcharges in orders exported to Salesforce.
•ShipCompliant - Surcharge Product Key field must be specified for ShipCompliant (Settings/Compatible Software/Alcoholic Beverage Tools/Preferences/ShipCompliant), to include Surcharges in that integration.
•VinNOW - Surcharge Product Key field must be specified for VinNOW (Settings/Compatible Software/Alcoholic Beverage Tools/Preferences/VinNOW), to include Surcharges in that integration.
ADDITIONAL NOTES:
1. Sales Tax Treatment - Surcharges are non-taxable
2. International - To apply a Surcharge to countries that do not use the state/province field, either select a Zone that contains the relevant countries, or use the “Any” option for both Zone and Ship-To State/Province (which applies the Surcharge to all Ship-To Orders, regardless of Ship-To Address).
3. Apportionment - When a Surcharge is apportioned within an order (ie; with Split Order Processing), it is apportioned entirely to the first applicable order shipment. Within an order shipment, apportionment is proportional to the product total.
rev: 1/24/23