Configure order-total surcharges

Scenario: You want a surcharge over the total order invoice amount, for example a charge of 3% when the order is paid by credit card.

How to do it:

1. Using Home | Add Product, create a new product for the surcharge

2. Assign the following product fields:

• Product Code (e.g. CREDIT CARD SURCHARGE),
• Description
• Calculation Priority with a value of 1
  i. Background: The calculation priority for normal products is normally set to 0. The priority is used by FBO One when calculating the total value of each service in an order. Services with a product with a lower priority value are calculated before services with a higher priority value. Also, the order surcharge calculator will only calculate the surcharge over the services that have products with lower priority than the surcharge product. Therefore you can exclude certain products from being surcharged, by assigning them a priority equal or higher to the priority of the surcharge product.
• Clear “Show on handling order if price is 0” and “Show on request/confirmation”

3. Click OK to create the product

4. Bind the product to the Order Surcharge calculator. To do this, select the “All locations” tab, click “Edit” to edit the product-data for your FBO Location.

• In the Price Calculator field, select “Order Surcharge”
• Indicate if the total amount over which the surcharge is taken is the amount in or ex VAT. For this, in the ConfigString field, enter IncludeVat=true or IncludeVat=false
  i. “true" for a surcharge over the total payment, such as credit card charge
  ii. “false” for a surcharge over the net payment, such as an administration fee

5. Specify how many percent you want to add to the total value of the order. You can specify a different percentage for different criteria. To do this, create one or more price agreements. For example: You want to add a 3% surcharge if the form of payment is Credit Card, and 0% in all other cases. This requires two price agreements. The first price agreement is to assign 3% in case the order has the appropriate form of payment. The second is to assign 0% if the order has not. To do this, select the “Price agreements” tab

• Click Add New to enter the first price agreement.
• For the “Form of Payment” select the form of payment for which the surcharge applies. If the surcharge applies to more than one form of payment (e.g. to all credit cards and not only to one in particular), select a “Form of payment group” instead. This assumes that you have already created a group “All Credit Cards” that holds these forms of payments. You can do that using Administration | Form of Payment Groups. Add the new group, name it “All Credit Cards”, select it, and in the list below the group, add a line for each form of payment in the group.
• For the Percentage, enter the percentage for the surcharge (e.g. 3 to take 3% over the order total). Do not use the price box, as that field in the service will be filled by the calculator so it cannot be used in priceagreements.
• Click Save to save the price agreement.

Add a second price agreement that only has a value in the Percentage box, and enter 0. This assigns 0% as the default value for the surcharge in case the order does not match the form of payment selected by the first price agreement. Do not use the price box, as that field in the service will be filled by the calculator so it cannot be used in priceagreements.

6. Make sure that surcharge product is always added to each order automatically. To do this, go to Administration | Auto-Add Products. For each type of order (or Workflow) to which the surcharge applies, add a line containing the CREDIT CARD SURCHARGE to the list.

7. That is all! Review the results by opening the Handling Order for any order open in the browse screen.

See also

Configure service discounts

Glossary Price Agreement