Order Fees

Checkout Setup

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Installing the Custom Checkout

The application provides a custom checkout that enables order fee functionality. The checkout must be installed before users can utilize the order fee features.

Automatic Installation

When accessing the application, a warning message will appear if the checkout is not installed. Click the "Install Checkout" button to begin the installation process.

Manual Installation via Settings

1. Navigate to the "Settings" page using the gear icon in the top right corner of the page.
2. Under the "Checkout" section, click on the "Install Checkout" button.

Manual Installation to Specific Channel

Installation to a specific channel requires manual editing of your stores settings and cannot be done through this application. To install the checkout to a specific channel, follow these steps:

1. From your BigCommerce store navigate to the channels page.
2. Expand the details of the channel you wish to install the checkout to by clicking the ">" icon.
3. Click on the "Edit Storefront Settings" button
4. Select "Checkout" from the left hand menu
5. If the "Use global checkout" checkbox is checked, uncheck it.
6. Under the "Checkout" section, select "Custom checkout" radio button
7. If using the Order Fees application without the B2B Edition, enter the following URL into the "Checkout URL" field: https://ob-gadget-checkout-hosting.web.app/auto-loader-1.546.0.js
8. If using the Order Fees application with the B2B Edition, enter the following URL into the "Checkout URL" field: https://b2be-order-fees-checkout.web.app/auto-loader-1.0.0.js
9. Check "This checkout supports Optimized One-Page Checkout settings" if it is not already checked.
10. Click on the "Save" button

Uninstalling the Custom Checkout

1. Navigate to the "Settings" page using the gear icon in the top right corner of the page.
2. Under the "Checkout" section, click on the "Uninstall Checkout" button.
3. The application will remove the custom checkout script and revert to the default BigCommerce checkout.

B2B Edition Setup

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The application allows you to integrate with B2B Edition services to enable invoice-related fee functionality. This requires setting up a B2B Edition token in the application settings.

Creating the B2B Edition Token

To create a B2B Edition token, follow these steps:

1. Navigate to your B2B Edition management app in BigCommerce.
2. Under settings, click on "API Accounts".
3. In the top right corner, click on "Create API Account".
4. Select "V3 API token" as the token type.
5. Enter a name for the token.
6. Click "Save".
7. Copy the token.

To add the token to the Order Fees application.

1. Navigate to the "Settings" page using the gear icon in the top right corner of the page.
2. Under the "B2B Edition" section, click the "Enable" button if it is not already enabled.
3. Paste the token into the "Token" field.
4. Click "Save".

The token is now added to the application and can be used to enable invoice-related fee functionality.

Fee Settings

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The application allows you to configure various types of fees that can be applied to orders. Each fee can be customized with different settings and conditions for when it should be applied.

Fee Types

• Fixed

  • A set dollar amount charged to the order
  • Example: $5.00 handling fee

• Percentage

  • A percentage of a selected order value
  • Example: 5% handling fee

• Customer Entered

  • Allows customers to enter their own fee amount
  • Input can be show to customers on the Shipping or Payment steps
  • Example: Custom tip amount

• Customer Entered Percentage

  • Allows customers to enter their own fee amount as a percentage
  • Input can be show to customers on the Shipping or Payment steps
  • Example: Percentage-based tip

• B2B Edition Invoice Late Fee

  • Fixed fee applied to late invoice payments
  • Requires B2B Edition integration

• B2B Edition Invoice Late Fee Percentage

  • Percentage fee applied to late invoice payments
  • Requires B2B Edition integration

Fee Details Settings

Basic Information

• Name (required): Internal reference name
• Display Name (required): Name shown to customers
• Type: The type of fee
• Amount: The amount of the fee
• Tax Class: Optional tax classification for the fee

Conditional Application Rules

Fees can be applied based on various conditions:

• Channel

  • Apply fees for specific sales channels
  • Example: Different fees for POS vs. online sales

• Shipping Method

  • Apply fees for specific shipping methods
  • Example: Different fees for different shipping carriers

• Customer Group

  • Apply fees to specific customer groups
  • Example: Wholesale vs. Retail pricing
  • If using B2B Edition, companies will be represented by customer groups

• Product

  • Apply fees when specific products are in cart
  • Example: Handling fee for oversized items

• Category

  • Apply fees when specific categories are in cart
  • Example: Insurance fee for items in the "Electronics" category

• Payment Method

  • Apply fees for specific payment types
  • Example: Processing fee for certain payment methods

Fee Calculation Settings

For Percentage-Based Fees

Fees can be calculated as a percentage of:

• Cart Total (excluding taxes)
• Cart Total (including taxes)
• Grand Total

For Late Invoice Fees

• Set the number of days after which an invoice is considered late
• Configure either fixed amount or percentage-based late fees

Important Notes

• Fees are applied to the entire order, not individual items
• Fees are applied after all other discounts and promotions
• All conditions must be met for the fee to apply
• Late invoice fees require B2B Edition integration to be enabled
• Customer-entered fees will prompt for input during checkout
• Tax settings should align with your store's tax configuration

Best Practices

• Use clear, descriptive display names
• Review tax implications of fees
• Consider customer experience when setting up multiple fees
• Regularly review fee configurations