Add an automatic fee

Description

This guide explains how to add an automatic fee in the fee management module.

Steps to add an automatic fee

1. Access the fee management module
   Log into the system and navigate to the fee management module (Settings - Fees).

2. Click "Add a fee"
   In the fee list, locate and click the "Create a fee" button.

3. Fill in the required information

   • Name: Enter the name of the fee (e.g., "Handling fee").
   • Type: Select the fee type from the following options:
     • Fixed: A fixed amount in dollars.
     • Percentage: A percentage applied to the quote.
     • Quantity-based: A fee calculated based on the quantity of products in the quote.
   • Value: Specify the fee amount (dollars or percentage, depending on the selected type).
   • Restriction: Specify if the fee is limited to a specific product category or another condition.
   • Locked: Enable this option if the fee should not be editable or deletable in quotes.

4. Save the fee
   Once all fields are completed, click the "Save" button to add the automatic fee to the system.

Important Notes

• Fees with the "locked" option enabled will be locked in the quotes to ensure they are applied.
• Restrictions allow targeting specific products or categories for a given fee.