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Key Features

admin
April 6, 2026
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Key Features

Key Features

📷

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Core Surcharge Features

  • Flexible Minimum Order Threshold — Set global or rule-based minimum order amounts
  • Multiple Calculation Types — Fixed amount, percentage-based, or tiered surcharges
  • Advanced Rules Engine — Create unlimited surcharge rules with conditions (customer group, category, product, country, payment method, shipping method)
  • Rule Priority System — Control which rules apply first when multiple rules match
  • Surcharge Title & Description — Customizable labels shown to customers at checkout

Display & Visibility

  • Cart Page Integration — Show surcharge breakdown on the shopping cart page
  • Checkout Integration — Display surcharges in checkout totals with clear messaging
  • Shopping Progress Bar — Visual indicator showing how close the customer is to free shipping/no surcharge
  • Custom Progress Bar Colors — Match the progress bar to your store’s branding
  • Admin Order View — Surcharge amounts visible in admin order detail
  • Invoice & Credit Memo — Surcharges properly included in invoices and credit memos
  • Order Email Integration — Surcharge details included in all order confirmation emails

Notifications & Alerts

  • Cart Page Notifications — Customizable warning messages when cart is below minimum
  • Notification Message Templates — Use placeholders for dynamic surcharge amounts and thresholds
  • Admin Email Alerts — Get notified when surcharges are applied (configurable frequency)
  • Slack Integration — Send surcharge notifications to your Slack channel via webhook
  • SMS Notifications (Twilio) — Real-time SMS alerts for high-value surcharges
  • Exit Intent Popup — Show a popup when customers try to leave with a surcharge in their cart

Analytics & Reporting

  • Analytics Dashboard — Real-time surcharge revenue tracking with charts
  • Revenue Tracking — Track total surcharge revenue over time
  • Waived Surcharge Tracking — Monitor how often surcharges are removed by coupons
  • Performance by Rule — See which surcharge rules are most effective
  • Customer Segment Analysis — Track surcharge impact by customer group
  • Configurable Data Retention — Set how long analytics data is stored
  • Auto Export Reports — Schedule automatic report exports (CSV/JSON)
  • Weekly Analytics Report — Automated email report with key surcharge metrics

Cart Abandonment Protection

  • Abandonment Detection — Track when customers abandon carts with surcharges
  • Exit Intent Popup — Show a special offer when customers try to leave
  • Recovery Emails — Automated follow-up emails for abandoned carts with surcharges
  • Configurable Delay — Set how long to wait before sending recovery emails
  • Discount Offers — Optionally offer a discount in recovery emails to encourage purchase

Tax Configuration

  • Pre-Tax or Post-Tax — Apply surcharge before or after tax calculation
  • Tax Class Assignment — Assign a specific tax class to surcharges
  • Tax Calculation Base — Include or exclude surcharge from the tax calculation base
  • Tax Display — Control how surcharge tax is displayed to customers

Coupon Integration

  • Coupon Exclusion — Automatically remove surcharge when a valid coupon is applied
  • Specific Coupon Codes — Define which coupons should waive the surcharge
  • Required Coupon Mode — Require a specific coupon code to avoid surcharge
  • Coupon Priority — Control the order of coupon vs. surcharge application

Exclusions

  • Admin Orders — Exclude orders created from the admin panel
  • Customer Groups — Exclude specific customer groups (e.g., wholesale, VIP)
  • Categories — Exclude products from specific categories
  • Product SKUs — Exclude specific products by SKU
  • Payment Methods — Exclude when specific payment methods are selected
  • Shipping Methods — Exclude when specific shipping methods are selected
  • Countries — Exclude based on billing/shipping country
  • Whitelist Mode — Invert exclusions to only apply surcharge for listed items

Geolocation

  • IP-Based Country Detection — Automatically detect customer country from IP address
  • Continent-Based Rules — Apply surcharges by continent (e.g., Asia, Europe, Americas)
  • Remote Area Detection — Detect remote/rural areas and apply additional surcharges
  • Remote Area Postcodes — Configure specific postcodes as “remote” for extra surcharges

Import/Export

  • Export Rules to CSV — Export all surcharge rules for backup or migration
  • Import Rules from CSV — Bulk import rules from a CSV file
  • Sample CSV Template — Download a sample CSV to see the required format

B2B / Wholesale Features

  • B2B Mode — Special minimum order thresholds for B2B/wholesale customers
  • B2B Minimum Order Threshold — Set a different minimum specifically for B2B customers

CLI Commands

  • surcharge:rules:export — Export all surcharge rules to a CSV file from the command line
  • surcharge:rules:import — Import surcharge rules from a CSV file via CLI

REST API

  • GET /V1/surcharge/rules — Retrieve all surcharge rules
  • GET /V1/surcharge/rules/:ruleId — Retrieve a specific rule by ID
  • POST/PUT /V1/surcharge/rules/:ruleId — Create or update a surcharge rule

Hyva Theme Support

  • Full Hyva Compatibility — Works seamlessly with Hyva theme using Alpine.js and Tailwind CSS
  • Luma Compatible — Also works with the default Luma theme and all Luma-based themes
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