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Configure Webshop Order Costs with a Cost Rule

You configure webshop order costs, such as shipping surcharges or payment fees, with a cost rule. A cost rule sets which costs apply and under what conditions. If you do not configure a cost rule, the system does not calculate order costs. For what order costs are and how they work, see the Cost Rules & Delivery Services feature page.

Prerequisites​

Before you start, set up the service products that calculate the surcharges and discounts.

Create a Cost Rule​

  1. In the CloudSuite App, go to Order Management > Configuration > Cost Rules.
  2. Click New, or double-click an existing cost rule to open it.
  3. In the Name field, enter a name for the cost rule.
  4. Optional: to let the webshop visitor choose a dealer in the basket, check Select Dealer in Basket. The visitor then selects which dealer service point handles the service and warranty for the order. To make the choice optional instead of required, also check Dealer optional. For more about this feature, see Dealer service points in the Cost Rules & Delivery Services feature page.
  5. In Delivery Service, select the delivery service for this cost rule. It sets which delivery options appear in the basket and checkout, and how the system calculates delivery costs.
  6. Set how this cost rule handles the delivery services on individual products:
    1. Check Overrule Product Delivery Services to use the delivery settings from this cost rule instead of the delivery services set on individual products.
    2. Check Compare Shop with Product Delivery Services to compare each product's delivery service with the shop delivery service and choose one per product. This keeps products with their own conditions, such as free shipping, from getting the standard shipping cost.
  7. Click Save.

Add a Cost Rule Line​

  1. In the Lines section, click New.

  2. In Product, select the service product for this order cost or discount line.

    Note: the configuration of the service product sets whether the line is a surcharge or a discount. A negative amount or percentage makes the line a discount.

  3. In Extra Description, enter the text the visitor sees in the basket and checkout, for example Shipping costs or Payment fee. To translate it, click the flag icon.

  4. Set the order value range in which the line applies:

    • In Minimum Order Value, enter the lowest basket amount for which the line applies.
    • In Maximum Order Value, enter the highest basket amount for which the line applies.

  5. Optional: in Payment Method, select a payment method to apply the line only when the visitor chooses that method. For example, select Credit card to add a credit card fee only for credit card payments.

  6. Optional: in Delivery Service Line, click + to add the regions or delivery methods this line applies to.

  7. Click OK.

  8. On the cost rule screen, click Save.

The shop's sale type decides which cost rule the webshop applies at checkout. Link your cost rule to the sale type that the shop uses.

  1. Go to Order Management > Configuration > Sale Type.
  2. Double-click the sale type to open it.
  3. In the Cost Rule field, select your cost rule.
  4. Click Save.

To use a different cost rule for a specific customer, use Sale Type Substitution on that customer.

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