Set up a Small Order Fee in the Magento backend

We indicate which features are available on which version of Fooman Ultimate Surcharge Bundle in the following way: (v1.0.0+). 

Choose from two types of surcharges:

1. Minimum Order Fee - add a fee to enforce a minimum order amount
2. Small Order Fee - if the order is below this amount add a set fee

Customer Emails and Pdf Documents (v1.0.0+)

Surcharges will be automatically be displayed everywhere where totals are displayed to the customer and the admin including customer emails and pdfs generated by Magento (as well a pdfs generated using Fooman Pdf Customiser).

Add Surcharge - Minimum Order Fee

Head to Sales > Surcharges to configure your surcharge settings.

Click on the “Add Surcharge” dropdown button and select “Minimum Order Fee” to create a new surcharge based on an enforced minimum order amount.

General Settings

Description (1.0.0+)

Enter the surcharge description (displayed to the customer) - e.g. ‘Our Minimum Order Amount is$50’.

Status (1.0.0+)

When set to “Active”, the small order fee surcharge will be enabled.

Store (1.0.0+)

Choose which store the surcharge should be applied to.

Tax Rate (1.0.0+)

Choose which store the tax rate should be applied to the surcharge amount.

Apply Group Filter (1.0.0+)

If set to "Yes" this surcharge only applies to the groups selected below

Groups (1.0.0+)

Only apply the surcharge to customers of these groups. Select multiple groups by CTRL clicking.

Minimum Order Fee Settings

Minimum Amount (1.0.0+)

Enter the minimum order amount (tax exclusive subtotal without currency symbols) - eg. 100. The surcharge will be applied to any order below this minimum order amount to make up the difference to your desired minimum order amount.

Note: Don’t use the default Magento “Minimum Order Amount” feature if you want to this fee.

Click “save” to add the new surcharge. 

Order Minimum (1.0.0+)

Surcharge is only applied for orders above this value - leave empty to apply to all order.

Order Maximum (1.0.0+)

Surcharge is only applied for orders below this value - leave empty to apply to all order.

Add Surcharge - Small Order Fee

Head to Sales > Surcharges to configure your surcharge settings.

Click on the “Add Surcharge” dropdown button and select “Small Order Fee” to create a new surcharge based on a minimum order amount.

You can set up multiple small order fees - but remember that they will cumulate. For example, a $5 small order fee of orders below $10 and another $2 small order fee for orders below $20 will give a total surcharge of $7.

General Settings

Description (1.0.0+)

Enter the surcharge description (displayed to the customer) - e.g. ‘$5 small order fee on orders below $50’.

Status (1.0.0+)

When set to “Active”, the small order fee surcharge will be enabled.

Store (1.0.0+)

Choose which store the surcharge should be applied to.

Tax Rate (1.0.0+)

Choose which store the tax rate should be applied to the surcharge amount.

Apply Group Filter (1.0.0+)

If set to "Yes" this surcharge only applies to the groups selected below

Groups (1.0.0+)

Only apply the surcharge to customers of these groups. Select multiple groups by CTRL clicking.

Based On (v1.0.0+)

Choose how your surcharge will be calculated. Control-click to select the variables which you would like the surcharge or discount to be calculated on:

Subtotal: The order subtotal after discount, excluding tax or shipping

Shipping: The total shipping cost, excluding any shipping tax

Small Order Fee Settings

Minimum Amount (1.0.0+)

Enter the minimum order amount (tax exclusive subtotal without currency symbols) - eg. 20. The surcharge will be applied to any order below this minimum order amount.

Note: Don’t use the default Magento “Minimum Order Amount” feature if you want to apply a small order fee.

Order Minimum (1.0.0+)

Surcharge is only applied for orders above this value - leave empty to apply to all order.

Order Maximum (1.0.0+)

Surcharge is only applied for orders below this value - leave empty to apply to all order.

Surcharge Calculation Mode (1.0.0+)

Choose your preferred surcharge calculation mode:

• Fixed: Charge the same surcharge amount for all transactions (e.g. $5)
• Percent: Charge a variable surcharge amount as a % of the order subtotal (e.g. 3%)
• Fixed + Percent: Charge a combination of a fixed and % surcharge amount (e.g. $5 + 3%)
• Maximum of Fixed or Percent: The higher of either the Fixed Surcharge ($5) or Percent Surcharge (3%, if this is more than $5)

All surcharges will be applied in the base currency of your store.

Surcharge % (1.0.0+)

Enter the percentage that you wish to charge – eg. 2.5 (don’t add the % symbol).

Surcharge Fixed Cost (1.0.0+)

Enter the fixed surcharge cost you wish to charge – eg. 10 (don’t add any currency symbols).

Click “save” to add the new surcharge.