A shipping surcharge is an additional fee charged to cover extra costs such as tariffs, fuel surcharges, oversized packages, or rural delivery fees. With custom surcharges, you can tailor these additional fees to align with your specific business needs and cost structure.
⚙️ How to Set Up Custom Surcharges
Step 1: Prepare Your Product File
Determine which UDF (User Defined Field) will be used to store the surcharge. Enter the surcharge amount (in dollars) into that UDF column, and upload your product file.
Step 2: Access the Surcharge Settings
Go to WebManager > Settings > Surcharges
Step 3: Configure the Surcharge
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Enter a name for the surcharge (e.g., "Shipping Fee" or "Oversized Item Charge")
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Select the appropriate UDF field from the dropdown
Step 4: Apply the Surcharge
Click Add to activate the surcharge. The surcharge will now calculate automatically and appear during order submission.
Step 5: Refresh Open Carts
Sales reps must remove any items with a surcharge from open carts, then log out and back in to sync the latest settings.
📱 Surcharges in the RepZio App
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Display: Surcharges appear at the bottom of the order screen and in order confirmation emails.
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Visibility: The surcharge line item only appears if the order includes a product with a surcharge. Otherwise, the order screen remains unchanged.
🔹 Note: On iPhone, surcharge details do not appear visually in the app, but they will still be included in the confirmation email and visible in WebManager.
🖥️ Surcharges in WebManager
Surcharges are shown below the subtotal on the order screen within WebManager for admin users.
❓ Frequently Asked Questions (FAQs)
Q: Can I apply multiple surcharges to the same item?
A: No. Only one surcharge (via a single UDF field) can be applied per item.
Q: Do surcharges appear in the iPhone app?
A: Not visually. They are not shown at the bottom of the screen in the iPhone version of the app, but they are calculated and displayed in the order confirmation email and WebManager.
Q: Can I apply a surcharge as a percentage?
A: No. Surcharge values must be entered as dollar amounts, not percentages.