Set up Fooman Order Fees in the Magento backend
We indicate which features are available on which version of Fooman Order Fees in the following way: (v1.0.0+).
Add Surcharge - Order Fees
Head to Sales > Surcharges to configure your surcharge settings.
Click on the “Add Surcharge” dropdown button and select “Order Fee” to create a new order based surcharge. You can add as many different surcharges as you like based on your store's requirements.
Customer Emails and Pdf Documents (v1.0.0+)
Surcharges will be automatically added to customer emails and pdfs generated by Magento (including pdfs generated using Fooman Pdf Customiser).
General Settings
Description (1.0.0+)
Enter the surcharge description - e.g. ‘Recycling Fee’.
Status (1.0.0+)
When set to “Active”, the product 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.
Amounts Are (1.0.0+)
Ability to specify if the surcharge amount is inclusive or exclusive of tax. When utilising tax inclusive amounts we suggest also enabling Magento's cross border mode if you are selling in multiple tax areas to avoid 0.01 differences.
Apply Group Filter (1.0.0+)
When set to Yes the surcharge will only apply to the specified customer groups below.
Group (1.0.0+)
Works in conjunction with the above Apply Group Filter setting. Choose the customer groups for which the surcharge should be applicable - for example Wholesale customers.
Apply Country Filter (1.0.0+)
When set to Yes the surcharge will only apply to the specified countries below.
Address (1.0.0+)
Which address type should be considered for the country choice.
Countries (1.0.0+)
Choose the countries for which the surcharge should be applicable.
Based On (1.0.0+)
Choose to base the surcharge calculation on:
- Subtotal
- Shipping cost
- Subtotal + shipping
Order Fee Settings
Optional Fee (1.0.0+)
If set to Yes the customer will be able to select this fee during checkout. Fees that are not optional will apply once its conditions are met without offering the customer a choice to deselect it.
Checkout Description (1.0.0+)
Description to display to end customer during checkout to explain the fee.
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.
Tax Display Settings
The display of the surcharges can be configured alongside Magento’s default Tax settings under Stores > Configuration > Sales >Tax for both the shopping cart display, as well as once an order is placed.
Display Surcharge Amount (1.0.0+)
Choose your preferred tax display mode:
- Excluding Tax
- Including Tax
- Including and Excluding Tax
Display Zero Surcharge (1.0.0+)
Display the Surcharge if its value is 0.00.
Click “save” to apply the settings.
Checkout Settings
Display (1.0.0+)
Choose to display the optional order fees either above the payment methods or below the payments during checkout.
Title (1.0.0+)
Provide a title for the checkout display section.
Click “save” to apply the settings.