Step-by-Step Reference (27)
Every captured screen in setup order. Click any image to open the full-size version in a new tab.
Admin: Marketing > Surcharge Rules Menu
What this shows: This menu shows options under Surcharge Rules, including ‘Manage Rules’ and ‘Analytics Dashboard’.
Navigate to the ‘Surcharge Rules’ section from the Marketing menu to manage rules and view analytics. ‘Manage Rules’ allows customization of surcharge conditions, while ‘Analytics Dashboard’ provides insights into surcharge performance. This is critical for effectively managing and analyzing surcharge policies.
Admin: Surcharge General Settings
What this shows: Features fields such as ‘Enable Surcharge Module’, ‘Default Minimum Order Threshold’, ‘Default Surcharge Amount’, and more.
This screen allows you to configure core settings for the surcharge module, including enabling the module, setting thresholds, and defining surcharge amounts and calculation types. Adjust these settings early to ensure surcharges apply correctly to orders below a specified threshold.
Admin: Surcharge Configuration Section
What this shows: Shows the configuration panel with categories like General Settings, Display Options, Notifications, and more.
Access various configuration categories for the Minimum Order Surcharge PRO module. Users can configure advanced options under each section to tailor the surcharge behavior, analytics, tax integration, and more according to their business needs.
Admin: Surcharge Display Options
What this shows: Includes options for where the surcharge displays, such as on shopping cart pages, invoices, and emails.
Control how surcharge information displays across various customer touchpoints like shopping carts and invoices. Ensuring visibility enhances transparency with customers, helping them understand any additional costs associated with their orders.
Admin: Surcharge Notifications & Messages
What this shows: Features controls for enabling notifications and customizing message templates for surcharges.
Configure notification settings to alert customers about surcharges directly on the cart page and using customized messages. This allows administrators to maintain clear communication about additional costs, improving the buying experience and reducing cart abandonment.
Admin: Surcharge Analytics & Reporting
What this shows: Options for enabling tracking of surcharge revenue, performance, waived surcharges, and data retention.
Enable and configure analytics to track surcharges, revenue summaries, and waive details. This helps in assessing the effectiveness of surcharge strategies and adjusting them based on comprehensive performance metrics.
Admin: Surcharge Tax Configuration
What this shows: Includes options like ‘Apply Before Tax’ and ‘Tax Class’ selection.
Set tax application rules for surcharges to ensure compliance with local tax regulations. Configuring tax settings accurately affects how surcharges are calculated and displayed in invoices and order summaries.
Admin: Surcharge Coupon Integration
What this shows: Options to configure how coupons affect surcharge calculations, such as exclusions and priority.
Manage the interplay between surcharges and coupons by setting rules on how they are applied. This helps in determining whether surcharges should persist when a coupon is applied, deeply influencing promotional strategies and customer incentives.
Admin: Cart Abandonment Protection Settings
What this shows: A dropdown menu to enable or disable cart abandonment protection related to surcharges.
This configuration allows administrators to toggle the cart abandonment protection feature, which aims to recover carts abandoned due to surcharge issues. Activating this feature is crucial for reducing lost sales and maintaining customer engagement.
Admin: Exclusions for Minimum Surcharge
What this shows: Several options for excluding certain orders from surcharge rules, including customer groups, product SKUs, payment methods, and countries.
Administrators can configure various exclusions to customize the application of surcharge rules. By setting these exclusions, such as excluding certain customer groups or shipping methods, businesses can tailor surcharge practices to better meet customer needs and comply with business policies.
Admin: Geolocation Surcharge Settings
What this shows: Options for enabling IP-based country detection, continent-based rules, and remote area detection.
This screen allows you to configure location-based surcharge rules. By enabling IP-based country detection, retailers can apply different surcharges based on customer’s geographic locations, thereby enhancing the flexibility and precision of pricing strategies.
Admin: Import/Export Surcharge Rules
What this shows: Settings for managing import modes and enabling automatic backup of rules.
Use this area to manage surcharge rules through import and export functionality. Options include merging new rules with existing ones or replacing them entirely, as well as backing up rules to prevent data loss during import processes.
Admin: Additional Features Configuration
What this shows: Toggle switches to enable features like B2B support, subscription handling, and AI recommendations.
This section enables the activation of additional features to extend the functionality of the surcharge module. By enabling B2B features or AI-powered recommendations, businesses can cater to specific market segments and improve user experience.
Admin: Surcharge Rules Listing
What this shows: A table displaying a list of surcharge rules with options to add new rules, filter, and manage them.
This screen provides an overview of all existing surcharge rules, enabling administrators to manage and adjust them easily. Adding or modifying rules here allows for effective surcharge strategy implementation across various products and customer segments.
Admin: Create New Surcharge Rule
What this shows: Form fields for setting rule name, description, priority, and enabling the rule. Includes sections for surcharge calculations and conditions.
Create a new surcharge rule by filling out the necessary details and configuring specific conditions. This feature is essential for setting precise surcharge parameters that align with business policies.
Admin: Surcharge Calculation Settings
What this shows: Options for setting the calculation type, threshold amount, and input fields for fixed and percentage-based surcharges.
Define how surcharges are calculated by choosing between fixed amounts or percentage-based strategies. Specifying threshold amounts ensures that surcharges are appropriately applied, reinforcing the structure of your pricing model and enhancing revenue management.
Admin: Set Conditions for Surcharge Rules
What this shows: This UI displays lists for selecting customer groups, countries, payment methods, days of the week, product categories, and exclusion categories. It also includes fields for specific product SKUs and date activation settings.
On this screen, administrators define detailed conditions under which surcharges apply. They can specify eligible customer groups, geographic regions, payment methods, and more to tailor surcharge application precisely. This step is critical for configuring rules that align with business goals while using the Ewebecommerce_MinOrderSurcharge extension.
Admin: Configure Coupon and Surcharge Interaction
What this shows: The screen features a dropdown for ‘Coupon Behavior’ and a textarea for entering ‘Specific Coupon Codes’.
Administrators use this screen to determine how coupons interact with surcharges. They select behavior from options like ‘None’, which disregards coupons, or specify coupon codes that might exempt certain conditions. This configuration allows businesses to maintain promotional flexibility alongside surcharge policies.
Admin: Surcharge Tax Settings
What this shows: Includes a toggle switch for ‘Apply Before Tax’ and a dropdown for selecting ‘Tax Class’.
This screen allows administrators to define whether the surcharge is applied before taxes and to associate a tax class if needed. Correct tax configuration is essential for legal compliance and accurate financial reporting, ensuring the surcharge integrates smoothly with fiscal policies.
Frontend: Luma Theme Cart Surcharge Display
What this shows: Shows a shopping cart page with a progress bar indicating surcharge avoidance threshold. The summary displays a ‘Minimum Order Surcharge’.
Customers using the Luma theme are guided visually on meeting minimum order thresholds to avoid surcharges. This screen shows real-time updates in the cart, helping them understand how close they are to achieving the goal, thus promoting higher order values and customer engagement.
Frontend: Luma Theme Checkout Surcharge Summary
What this shows: Displays ‘Minimum Order Surcharge’ amount within the order summary during the checkout process.
While reviewing the order, customers see any applicable surcharges clearly itemized in their order summary. This transparency during checkout reinforces trust and aids in maintaining clear communication about additional fees, thus minimizing cart abandonment rates.
Frontend: Hyvä Theme Cart Surcharge Details
What this shows: A cart page with surcharge information displayed in a summary box, featuring a progress bar towards surcharge avoidance.
In the Hyvä theme, shoppers can identify surcharge conditions directly from their shopping cart, enhanced by an interactive progress bar that encourages additional purchases. This feature supports user purchase satisfaction and increased order values by motivating customers to adjust cart contents appropriately.
Frontend: Hyvä Theme Minicart Surcharge Overview
What this shows: The minicart displays itemized order contents including the ‘Minimum Order Surcharge’.
Shoppers see a summary of surcharges in the Hyvä Theme’s minicart feature, providing a quick glance at additional charges. This interface aids swift decision-making and increases transparency, contributing to an improved shopping experience.
Admin: Review Order Details with Surcharge
What this shows: Order details page highlighting a ‘Minimum Order Surcharge’ line item within the order totals section.
Administrative staff can review complete order details including applied surcharges. This screen assists in post-purchase validation and handling customer service queries regarding surcharge applications, ensuring transactions adhere to configured rules.
Admin: Invoice Details with Surcharge
What this shows: The invoice details screen displays order and account information, including billing and shipping addresses. It features product information with prices, quantities, and total costs, along with a section showing the ‘Minimum Order Surcharge’ before the ‘Grand Total’.
This screen allows the admin to review detailed information about a customer’s invoice, including the recently added ‘Minimum Order Surcharge’. Users can verify the surcharge is applied correctly, ensuring compliance with the store’s pricing rules. It is critical to confirm that all charges are accurate before submitting the invoice.
Admin: PDF Invoice Showing Surcharge
What this shows: A PDF representation of an invoice document, showcasing order details such as the sold-to and ship-to information. The invoice lists payment and shipping methods, product details, and prominently displays the ‘Minimum Order Surcharge’.
The PDF invoice acts as a formal document that contains all relevant order details including the ‘Minimum Order Surcharge’. Ensuring this surcharge appears correctly on the PDF ensures transparency and fairness in customer transactions. This step is critical for maintaining accurate records for both the business and the customer.
Admin: Surcharge Analytics Dashboard
What this shows: The dashboard presents analytics for surcharge-related metrics including ‘Total Surcharge Revenue’, ‘Orders with Surcharge’, and ‘Average Surcharge’. It offers options to ‘Export as CSV’ and ‘Export as PDF’.
This Surcharge Analytics Dashboard provides an overview of surcharge performance metrics. Admins can quickly assess the financial impact of surcharges, track trends, and adjust strategies accordingly. The export functions enable data continuity and further analysis, facilitating informed decision-making.
