Order Surcharge calculator

The Order Surcharge calculator is used to add or subtract an extra percentage based upon the added amounts of other services in the order.

For example, services performed by third parties that require an administrative fee on top of their charges. Another example, could be for out-based handling orders that incur an extra fee for all services.

An administrative surcharge may look like this on a Handling order:

How does the order surcharge calculator work?

The calculator sets the price of a service as a percentage of all services with a lower calculation priority, set in the product settings. This makes it possible to add a 3% administrative charge for example, or a discount of 10% on all services.

The priority of a product can be set via the 'calculation priority' field within the edit product screen. This is independent from the product tree configuration.

Explanation

The calculation priority for products is set to 0 by default, this priority is used by FBO One for calculating the total value of each product in an order. Services with a lower priority value are calculated before services with a higher priority value.

The Order Surcharge calculator will only calculate the surcharge on products with a lower priority than the surcharge product.

This allows for excluding certain products from the surcharge by assigning them a priority equal or higher than the surcharge product.

A best-practice setting for the priority field is as follows:

Optional properties:

IncludeVat (bool; default=true)
If true, the VAT is included in the calculated total. If false, the calculated total will exclude VAT.

AppliesToVatInvoiceCode (default=blank)

Can be set to surcharge on products that have a specific Invoice VAT code on the order. See VAT codes (Administration), only values in the 'InvoiceCode' column can be used. 


See also:

Step by step guide to set up an administrative charge

Step by step guide to setup an credit card surcharge 

Step by step guide to setup an overall administrative surcharge