Configuring Fees

A fee is a fixed price charged for a service provided by the service provider. Eshopbox workspace allows you to configure each fee charged by the service provider. If you want Eshopbox to reconcile your fees, you need to configure each time:

You add a new sales channel.
Your service provider charges a new fee or modifies an existing fee.

In this article, you will learn how to configure fees in Eshopbox that will help you:

Get the provisional fee amount that will be charged to you.
Reconcile actual fees charged against provisional fee amount

Before you start

You need to know the payment terms and conditions of your service provider.
You need to keep your agreement with the service provider handy.

Steps to Configure fee

Navigate to Settings > Fees > Configure fee and follow the below steps to configure a fee.

Step I - Choose Portal

Select the portal for which you want to configure fees. All integrated portals will be available in this drop-down list. This field is not editable. After selecting a portal, click continue.

💡 Select custom, if the service provider for which you want to configure the fee is not available in the drop-down.

Step II - Name the Fees

According to the portal selected in the previous step, you will see a list of the different fees. Select the name of the fee from the drop-down menu. Fee names will help you track your reconciliation.

If the fee you want to configure is not available in the drop-down list, click on add custom. Provide the name of the fees. This field is not editable.

Already configured fees will not appear in the drop-down. For a custom fee,

The fee name cannot be the same as any of the pre-configured fees in Eshopbox.
Provide the exact fee name which you receive in the service provider’s payment report.

Step III - Define Conditions

Configure if the fee values defined are tax inclusive or not. Select yes, if the fee amount configured in charge rules is tax inclusive. Also, set the tax percentage applicable to the fees.

Select the condition based on which service provider charges the fee. You can be charged a fee when the item is shipped, returned, or cancelled. Make a selection according to your agreement.

To illustrate:

The fee is charged when the order is shipped, and the full reversal of the fee is done in case of return. The reversal can be either entirely or partially. If there is no fee reversal, select no and click continue.

Suppose you are charged a fee, in case of the item return. Select if the fee is charged in case of customer return or a courier return or both.

Step IV - Set Validity Period

You need to provide the duration for which this fee will be applicable. You can change the validity period of the fee later as well while revising a fee. The following options are available:

Definite Period- If the fee that you are configuring will be applicable till a specific date.

Indefinite Period- In this case, provide the start date from which the fee is applicable.

After selecting the appropriate option, move to the next step by clicking continue.

Step V - Configure charge rules

Define charge rules and the amount applicable for this fee.

“IF” condition

You can select one or more if parameter(s) depending on your fee. Select no fee condition is required for this fee name checkbox if the fee is not dependent on any mentioned parameter. The following parameters are available based on which you can define fee:

Category: Select the category to which the product belongs.
Brand: Select the brand to which product belongs
Payment method: Select the mode of payment, for example, prepaid, postpaid.
Shipping zone: Shipping of the order is to which area.
Selling price: The product price for a single unit, the range for the price, can also be provided.
Weight range: Weight of the product. You can also provide a weight range.

💡 If you want more conditions under this section, please raise this using the Eshopbox support.

“Then” Condition - Provide appropriate amount when the “IF” condition(s) is satisfied. Fee can be applied to order, order item, or shipment.

Each fee must be assigned a fee type from the following:
- Flat Fee: The amount that is charged and will not depend on that quantity. For example, INR 15 fixed closing fee is charged per order item when the selling price of the product is between Rs 500-1000.
- Per Unit Fee: When the fee is charged based on per unit quantity. For example, INR 87 shipping fee is charged per shipment when the shipping zone is national, and product weight is 1.5 kg for each additional 1 kg.
- Percentage Fee: Amount calculated according to the percentage value defined for the selling price. For example, a 15% commission fee is charged per order item when the category is the sweater.

💡 It is mandatory to provide at least one fee type.

In case you add two or more “then” condition, you need to select one of the following parameters:

Whichever is Higher: Applicable fee will be the highest of all mentioned fee value’.
Whichever is Lower: Applicable fee will be the lowest of all mentioned fee value.
Sum of All: Calculation of fee by taking the sum of all mentioned fee value’.

💡 Please make sure the amount that has mentioned here is tax inclusive if you have selected “no” while defining the condition.

When you have filled in all the details, you can confirm this fee by clicking continue.

Upload charge rules in bulk

You can also define and upload the charge rules in bulk. Click the ‘skip for now’ button if you do not want to enter more charge rules right now.

Download the fees template. Read the instructions carefully and fill out the appropriate fields. Complete CSV file and save. Learn how to fill the template.

Eshopbox will process the uploaded CSV file. To track the progress of the uploaded CSV file, click refresh.

You can see the following screen if you upload the sheet successfully. Now click continue.

You’ll receive a CSV file with the failure reason, in case you do not follow instructions while configuring the fee. In this case, rectify the CSV file, click on the replace sheet. Again follow the same process of upload a CSV. Learn how to correct failed charge rules. Click on continue, and you can see the configured fee on the fee detail pane.

💡 After configuring all required fees, you need to add a transaction rule to link the fees with the sales channel.

Clone a Fee

You don’t have to always configure a fee from scratch. You can use the clone action to copy an existing and then edit it. The clone fee creates a copy of the already configured fee. The new fee will contain all charge rules from the old fee. To do so, go to Settings > Fee. Hover on the fee you want to clone.

Click on the clone fee icon. Learn how to clone fees.

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