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Handling Charge Options/Field Descriptions:


Heading: The heading of each handling charge rule includes a type indicator (SPECIFIC or GLOBAL), the rule ID Number, the rule Name, and the Basis for the rule.



The rule basis refers to how the calculation is performed. "No Basis" means that the rule has been applied as a single value, such as a percentage of the product price, or a single "Flat Rate" that is applied when a purchase is made.

When a basis is listed, this means that 1) the rule is applied based on Quantity, Unit, Weight, or Price, or 2) a table of values has been created to calculate the charge. The basis indicator is listed as "Based On" with a type identifier, such as "Units" or "Quantity". In such cases, the charge is variable based on the "price" or "unit", and is calculated from a pre-defined table of values.

Below the main heading is a status indicator (Active or Inactive) and a tax indicator (Before Tax or After Tax). These settings can be modified from the rule’s administration page.

The "Handling Charge Name" is different from the "Rule Name". The name in this section is the text that will actually display in the catalog and shopping cart whenever the charge is applied.

Applied to Region: Specifies which shipping destinations this rule applies to.



The actual amount that will be charged is shown under the "Handling" column. If the handling charge is variable, a table of values will be listed.



To add a new rule, click on the "Add Handling Rule" text link at the top of the administration page. The add handling charges rules administration page will load in a new window.



To deactivate or activate a rule, click on the "Deactivate" or "Activate" text link located at the bottom of the rule. The screen will refresh with the applied change.



To delete a rule, click on the "Delete" text link.



To modify a rule, click on the "Modify" text link. The modify handling charge rule administration page will load in a new window.




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Add a Handling Charge Rule
Add a new handling charge rule

Navigation: Click on the "Ecommerce" text link located at the top of any main administration page. Click on the "Product Catalog Rules" text link. The "Discount Rules Administration" page will load in a new window. Click on the "Handling" text link located at the top of the administration page. Click on the "Add Handling Rule" text link. The add handling rule administration page will load in a new browser window.



Step 1:
From the top "Rule Type" drop-down menu, select "Global" or "Specific". A global rule will apply to all items. A specific rule may be applied directly to items, packages, or package options.



The global handling charge, will be overridden if a specific rule is used for any product in the catalog.

Type a rule name in field provided. The Rule Name is for reference purposes only.

Type a Handling Charge Name in the field provided. This is the text that will display in the shopping cart any time this rule is applied.

Step 2:
From the "Status" drop-down menu, select whether the rule will be added as "active" or "inactive".



From the "Handling is" drop-down menu, select whether or not to include tax on the rule.

Step 3:
To apply the rule to an entire country, select the country from the drop-down menu provided.



To apply the rule to a specific state, select the state from the drop-down menu provided.

To apply the rule only to a specific zip code or range of zip codes enter part or all of the zip code in the field provided.

Step 4:
To create a rule that will apply a single charge to any item or shipment, click on the radio button next to "Flat Fee/Percentage (No Basis)". In the "Amount" field provided, type in the amount to charge. For a flat fee, type the value in currency format i.e. 1.25 for one dollar and twenty-five cents. To apply a charge based on a percentage of the order dollar amount, enter the numeric value followed by a percentage sign, such as 1%.



To create a rule that will calculate the handling charge based on a table of values and/or a specific basis (such as unit, quantity, or weight), click on the radio button next to "Table". Specify what the rule will be based on by selecting QUANTITY, UNIT, WEIGHT, or PRICE from the drop-down menu provided.

Type the minimum value of the rule next to the "From" field in the space provided. As an example, if the handling charge is to be applied only when a customer orders a quantity of 10 or more, enter "10" in the field. Enter the amount to charge to the right of "handling" in the space provided. The charge can be entered as a dollar amount or a percentage (such as 10%).

To create a table of values, click the "Add Row" button. A second row identical to the first will appear. Type the second set of values in the space provided. Continue adding as many rows as needed to finish building the shipping charges table.

When finished, click the "Add Rule" button to add the rule.
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Modify a Handling Charge Rule
Modify the details of a handling charge rule.

Navigation: Click on the "Ecommerce" text link located at the top of any main administration page. Click on the "Product Catalog Rules" text link. The "Discount Rules Administration" page will load in a new window. Click on the "Handling" text link located at the top of the administration page. To modify any rule, click on the "modify" text link beneath the rule.



All listed options and fields can be changed by modifying the desired option or by typing over any text/value displayed.

For a detailed description of each option, see the section above on adding a handling charge rule.

To convert a Global Rule to a Specific Rule, or to change a Specific Rule to a Global Rule, click on the applicable text link located at the bottom of the administration page.



To delete this rule, click on the "Delete" text link located on the bottom of the administration page.



When finished with modifications, click on the "Update Rule" button to save any changes.



To view which items this rule applies to, or to add this rule to items, click on the "Item" text link located at the top of the administration page. The handling charge rule details for items page will load in the current window.



To view which packages this rule applies to, or to add this rule to packages, click on the "Package" text link located at the top of the administration page. The handling charge rule details for packages page will load in the current window.



To view which option groups this rule applies to, or to add this rule to an option group, click on the "Option Group" text link located at the top of the administration page. The handling charge rule details for option groups page will load in the current window.



To view which package options this rule applies to, or to add this rule to a package option, click on the "Package Option" text link located at the top of the administration page. The handling charge rule details for option groups page will load in the current window.