You can use a Surcharge modifier line to add a positive price adjustment. For example, to apply a 10 percent special charge to a customer's order.
Navigate to the Create Line page and select Surcharge as the Modifier Type.
The modifier Line Number defaults and can be updated. Each modifier line number must be unique within the modifier list (the line number cannot be duplicated).
Select a Start and End Date range when the modifier line is effective. You should specify a range that coincides with the period of time that the benefit is offered. If no End Date is entered, then the modifier line does not expire.
Click Continue to display the Controls page. In this page, you can define controls for the modifier line. For more information on setting up and using controls, see Defining Controls.
After you have set up the controls, click Next to display the Create Surcharge Line: Product and Benefit page.
Select the product(s) that will receive the surcharge:
Note: The Product and its related fields will not display if you selected Modifier Level = Order in the Controls page. This means that all products on the order will receive the pricing adjustment you define.
Product: Select a Product. The Product Description defaults based on the product selected.
Note: If All Items is selected for Product Level, then the Product Description field defaults to All meaning all products.
Unit of measure (UOM): The UOM defaults if an item is selected.
Precedence: Defaults based on the product level selected. You can overtype this value.
Volume Method: Select a Volume Method to define specific volume requirements.
If you selected a Volume Method, then the following fields display:
Value From/To: For the selected Volume Method, enter the Value From/To (where applicable). For example, if you selected Is Between, then you can enter a range in the Value From and Value To fields.
Based On: Select a value to define how the buy volume is evaluated before the benefit is given:
Item Quantity: Creates a price break based on the number of items that the customer orders.
Item Amount: This could be a monetary value. (Item Amount must be selected to use the Net Amount Calculation feature.)
In the Pricing Attributes region, select the pricing attributes that further define how you want to price the product such as by color or size. The Context value defaults and is display only.
In the Excluded Products region, select the product level and product to be excluded from the Item Category or All Items selected in the Product Level field. You can exclude certain products so that the pricing adjustments from the modifier line will not be applied to those products.
For example, suppose you set up a Discount modifier line for the Item Category of shoes but you want to exclude designer shoes from the price adjustment. Therefore, in the Excluded Products region, you would select designer shoes to be excluded from the price adjustment.
Note: The Excluded Products region does not appear if Item Number is selected as the Product or if the Product field is left blank.
Optionally, click Add Another Row to add additional benefit lines, or click Remove to remove a selected line. However, once the benefit line is created and saved, you cannot remove this benefit line or update the product.
In the Benefit region, select the following values:
Value: Enter a Value, then select an Adjustment Method that defines how the pricing engine applies this modifier. For example, if you selected Percent as the adjustment method, enter 10 as the Value to give a 10 percent adjustment. For more information, see Adjustment Method.
Formula: Optionally, select a Formula.
Note: Both the Value and Formula fields are not required, but at least one of these fields must be entered. Formulas are available for modifier lines types of Discount and Surcharge.
Click Next to display the Qualifiers page where you can define eligibility rules for the modifier line. For more information, on setting up qualifiers, see Creating Qualifiers (HTML Interface).
Complete your entries, and click Next to proceed to the review page, or click Finish to skip the review page and save the line.
A Confirmation message confirms if the modifier line is successfully created.