v3.4.x Create Surcharges and Discounts

Surcharge/discount types

Surcharge/Discount quantity equals article quantity

One surcharge per article quantity. I.e. 1x article = 1x surcharge/discount, 10x article = 10x surcharge/discounts, etc.

for example: Bottle deposit

Only one per article

One surcharge/discount per article, regardless of quantity. I.e. 1x article/discount = 1x surcharge, 10x article = 1x surcharge/discount, etc.

example: additional handling fee for bulky article

Only one per basket

One surcharge/discount per basket. Surcharge/discount will only be calculated 1x per shopping cart. Regardless of number of articles and resp. quantity.

example: cooled goods. A cooling box is only needed once per order. More cooled goods can use the same box.

Optional: only one per basket

One surcharge per basket. Surcharge will only be calculated 1x per shopping cart, but can be removed by the user for checkout!

for example: insurance for für Warenkorbversicherungen, der Kunde kann selbst entscheiden ob er diese in Anspruch nehmen möchte.

Surcharges/discount

With the price filed you can define surcharges (positive) and discounts (negative price).

Surcharges - Surcharges in the basket according to their type

Example: An optional insurance as surcharge once per basket - the user can decide if he wants to pay the extra.

Surcharge type: "Optional:only one per basket"

Price: $ 15,00

Backend:

Discounts - Discounts in the basket according to their types

Discounts can be configured as surcharges with negative price value.

Example: einzelne Artikel reduzieren aufgrund von Abverkauf

Discount type: "surcharge/discount quantity equals article quantity"

Price: $ -2,50

Backend: 

Frontend view: 

VAT Configuration

Surcharge/Discount has specific VAT rate

The item number of the surcharge is "K 1111". VAT rate for the surcharge is at 7%.

The Basket shows corresponding VAT rates. The rate of the article is different from the surcharge.

Surcharge/Discount uses VAT rate of the article

By setting the checkbox "user VAT from article" the surcharge /discount uses the VAT of the linked article. The selected VAT value in the dropdown will then be ignored!

The articles VAT rate ist 19%. By setting "use VAT from article" the surcharge gets 19% as well even if VAT dropdown is set differently.

The basket shows the corresponding 19% VAT rate.

Managing Exceptions

Exceptions for customer groups

• All customer groups wich are configured in shopware are listet in the overview. By double clicking you can edit the configuration.
• To activate an exception you have to set the field "Exception" to active. (when inactive the exception is configured but not used)
• You can define a different price for the customer group or deactivate the surcharge/discount by setting the corresponding fields
• When "disable Surcharge/Discount" is active, it will not be added for this customer group (and not displayed in the storefront)
• When "Is Gross Price" is active, the price input will be used as incl. VAT.

Example: Only for Customer Group "Retailer" a surcharge/discount is factored.

Regular clients do not pay a surcharge.

Limit surcharges to shipping countries

A surcharge/discount can be limited to shipping countries. The surcharge/discount will then only be calculated if a user has one of these shipping countries selected in the checkout.

Select country via the quick search field.

Country "Switzerland" is set for the surcharge/discount.

Tipp: If you define country specific surcharges/discount name the surcharge according to the restriction e.g. "customs surcharge for switzerland".

Limit surcharges/discounts to dispatch types

Like limiting to shipping countries you can limit surcharges/discounts to configured dispatch-types of Shopware.