Can I add a shipping surcharge?

Introduction

You can instruct Connex to mark up shipping by an amount. You can compare the shipping method field or another field of your choosing.

How does this work?

Here are the steps:

  1. Sync an order from QuickBooks to your shipping solution.
  2. Ship the order.
  3. Update the QuickBooks sale with the shipping cost.
  4. Connex will mark up the cost, which you will invoice to your customer.

If I want to add a dollar amount, how do I add the rule?

In this example, we will add $1.50 to shipping for orders shipping USPS:

  1. Login to Connex.
  2. On the right, click rules engine.
  3. Add this rule.

You could use matches, if you want to say the method matches USPS. You could compare the shipping address region field, if you want to compare where the order ships.

If I want to add percent, how do I add the rule?

In this example, we will add 10% to shipping for orders shipping USPS:

  1. Login to Connex.
  2. On the right, click rules engine.
  3. Add this rule.

If you want to say any order shipping from QuickBooks should add 25%, then use this rule

To preview, login to Connex. Click manage. Click order previewer on the left. Enter the order number. Here is a before and after of the rule:

You could use matches, if you want to say the method matches USPS. You could compare the shipping address region field, if you want to compare where the order ships.

Can I add an item called handling to the sale?

You could configure our merchant fees feature to add an amount to each sale. The feature is built to add a negative number, but with proper settings a positive is added. Here are the steps:

  1. Login to Connex.
  2. Click manage.
  3. Expand merchant fees.
  4. In the name field, enter handling.
  5. Click save.
  6. On the top right, click rules engine.
  7. Add this rule.

 

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