Fees allow your store to create fees that are charged on a customer's cart after taxes. There are two different types of fees:
Automatic Fees - Create an automatic dollar or percentage-based fee that applies to specific customer types, order types, cart minimum/maximum, and stores. Example: $5 delivery fee.
Manual Fees - Create a dollar or percentage-based fee that can be manually added to a cart. Example: $.10 bag fee.
In this article:
Create a Fee:
Ensure your Role has Fees permissions.
From the navigation menu, select “Pricing & Taxes”. Navigate to FEES.
Select NEW FEE.
Give your Fee a name (will display on receipts and in the accounting report)
Select if your fee is a flat dollar amount or a percentage of subtotal.
Select the customer type your fee applies to.
Select if your fee will be automatically added to the cart when the customer type and order type are met (Auto), or if the fee will be manually added to the cart by a budtender (Manual).
Automatic Fees:
Choose the Transaction Type(s).
If there is a Cart Minimum or a Cart Maximum that must be in place for the fee to be charged, enter that.
The "Post-Tax" and "Pre-Tax" buttons refer to the Cart total to trigger the application of the Fee in the cart.
Example: The cart value must be between $10 and $50 before taxes for this Fee to apply.
Manual Fees:
This will create an "Add Fee" button in the cart for the budtender to select when the Fee should be charged, on any transaction type or cart minimum/maximum.
Select the store(s) to which the fee applies.
Save.
Example of a $5.00 Post Tax Delivery Fee that is set up to automatically apply to Delivery Transaction types:
Example of a $0.10 Bag Fee that is applied manually by the budtender in the cart:
Adding a Fee to a cart:
Automatic Fees will be added to a cart that meets the criteria set in your fee setup.
Example: If you set a $5 automatic fee on recreational customer delivery orders, that fee will only be added to the cart when the customer is recreational and the order type is a delivery.
Manual Fees - If your fee is manual, select the “ADD FEE” button to open up a modal with all of your fees. From here, you can add or remove any manual fees from the cart.
Example: A bag fee can be added multiple times to account for how many bags were used on the transaction.
The "Add Fee" button can be found in the cart near the "Add Cart Discount" button:
When adding a Fee, the budtender can opt to add the Fee multiple times if applicable:
When multiple Fees are applied to a cart, the Fees dropdown arrow can be selected to see a breakdown of all fees applied. In the below example there is a Bag Fee and a local City Fee.
Things to note:
Fees are always applied post-tax.
Fees are non-refundable.
A breakdown of fees can be found in the accounting report.
Total Fees on a transaction can be seen in the transaction report.