A shipping surcharge is an additional fee charged to offset costs such as tariffs, fuel surcharges, oversized packages, or rural delivery. With custom surcharges, you can tailor these charges to fit your business needs and pricing structure.
⚙️ How to Set Up Custom Surcharges
Step 1
Decide which UDF (User Defined Field) will store the surcharge amount. Enter the surcharge in dollars into that UDF column, then upload your product file.
→ You can enter directly within WebManager or by using an Import Products Template.
Step 2
Go to WebManager → Settings → Surcharges
Step 3
Configure the Surcharge within WebManager.
- Enter a name for the surcharge (e.g., "Shipping Fee" or "Oversized Item Charge").
- Select the appropriate UDF field from the dropdown.
⚠️ Important: Do not leave the Calculate Using Property field blank. This will cause the RepZio iOS App to crash when items are added to a cart.
Step 4
Click Add to enable the surcharge. It will now be automatically calculated and displayed during order submission.
Step 5
Sales reps must:
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Remove any items with a surcharge from open carts.
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Log out and log back in to sync the new settings.
🔹 Note:
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Only one UDF field can store surcharge values per item.
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Surcharge values must be entered as flat dollar amounts (e.g., $10.00).
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The selected UDF will apply across all price levels and is calculated automatically.
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To apply a percentage-based surcharge, reps must manually add it by tapping the gear icon in the cart screen and selecting Add Upcharge.
📱 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 Order Confirmation Emails
Surcharges appear above the order total, clearly labeled for buyers to see.
🖥️ Surcharges in WebManager
Surcharges are shown below the subtotal on the order screen within WebManager for admin users.
Looking to add a surcharge in WebManager? If you need to add a surcharge once an order has been submitted, you'll need to apply either a line item up-charge or a global up-charge.
Within Orders → View Orders → Select Options , and then select the appropriate up-charge.
❓ 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.
Q: Can I set up different surcharges for different price levels?
A: No, the selected UDF applies a flat dollar amount across all price levels.
Q: What happens if I forget to assign the "Calculate Using Property"?
A. If this field is left blank, it will cause the RepZio app to crash when a rep tries to add a product with a surcharge to the cart. Always double-check this setting during setup.