Setting upcharges: fundraising and fees

An upcharge is an additional value to the basic price that you set for your product.

Upcharges work in a similar way to discounts and promotions, but instead of subtracting, we are adding on a specific amount.

Distinguish between two types of upcharges: fundraising and fees. 

  • Setting fundraising options gives your customers the opportunity to donate directly to the store's chosen charities or causes. Find out more about it here

  • Setting a fee gives you the opportunity to pass on charges you may incur on your side to customers. Find out more about it here.

Examples of fundraising:

  • Donation to a charity or cause
  • Teams that want to generate money (end-of-year awards, tournament participation, travel arrangements, etc.)

Examples of fees:

  • Management fees (e.g., Brikl fees you want to pass on)
  • Order processing fees
  • Charge extra for low order quantities (if your basic price is based on ten pieces, you can apply an upcharge if your customer buys fewer than ten).

How to add an upcharge

  • Go to dashboard > Discounts > Upcharges.
  • Select fundraising or fees
  • Create a new fundraising option or fee

Upcharge information

  • Decide to turn on "Show fundraising/fee" and/or "Show fundraising/fee in cart and checkout only"

Which settings should be turned on for fundraising?

  • Turn on "Show fundraising" if you want to provide transparency to team members on the fundraising amount.  Turn off "Show fundraising" if you want to keep the fundraising invisible to the customer. By default, this option is turned off.

  • IMPORTANT: We strongly recommend to keep "Show fundraising in cart and checkout only" turned off, since fundraising is set on a cart item level, and will result in different pricing being displayed on the product pages vs cart/checkout page.

Which settings should be turned on for Fees?

  • Turn on "Show fees" if you want to provide transparency to team members on the fees amount. Turn off "Show fees" if you want to keep the fees invisible to the customer. We recommend to turn this option on..
  • IMPORTANT: We recommend to keep "Show fundraising in cart and checkout only" turned on, since fees are set on a cart level.

  • Active: Check 'active' to make your upcharge applicable to products. 
  • Internal name‍: The internal name is a tracking ID created for internal use. 
  • Accounting ID: The accounting ID is a tracking ID for accounting use.
  • Title: The title is the name of your upcharge.
  • Upcharge available from... : You can assign a date and time for the upcharge to be available.
  • Upcharge available until... : You can assign a date and time for the upcharge to expire.‍

Upcharge behavior

Set the upcharge type, upcharge value, upcharge priority, upcharge combination and more.

Upcharge type

  • Fixed amount: You can assign a fix amount to be deducted from the original amount.

The upcharge amount entered must be before tax (VAT/GST).

  • Percentage upcharge: You can assign a percentage to be deducted from the original amount.

Priority

The lower the number, the higher the priority:

  • If the upcharge can be combined with other upcharges or discounts, the priority will decide which discount is applied (lowest priority number first e.g. 1 then 2 etc.)
  • You can define priority if the upcharge can be combined with other discounts and upcharges.
  • The default priority is set at zero.

Upcharge combination

We recommend to turn on the combination toggle. This will allow you to combine multiple discounts/upcharges in your store.

For example...

Product A has a discount assigned to it - free shipping at cart level. And an upcharge for quantities less than 10 pieces. 

Both the discount and upcharge have to have the toggle of "Discount/upcharge combination" on.

Next, the merchant has to set the priority for them (lower number = higher priority).

NOTE:

When you create a Fundraising or Fee from the Team Store tab, the Upcharge combination will be turned on by default.

Upcharge per cart

The default rule is for an upcharge to be applied more than once per cart. Therefore, if you have the same product multiple times in your cart, the upcharge will be applied to all products. If you want the upcharge to be applied to only one of the products, make sure to check this option.

Apply upcharge to...

  • Cart: You can apply the upcharge to a cart total. In case of a quantity upcharge for example, the discount will be applied based on the total number of items in your cart.
  • Cart item: You can apply a upcharge to each item individually. In case of a quantity upcharge. For example, the discount will be applied to an individual item, not to a cart level.

IMPORTANT:

When you create a Fundraising in the Team Store tab, it will be applied to a cart item level by default.

When you create a Fee in the Team store tab, it will be applied to a cart level by default.

Upcharge rules

You can select the type of rule that will be applied to your upcharge. You can apply more than one rule.

Cart total

Enter a value in your currency and define if the rule should be applied to a value greater than or fewer than.

What is the difference between cart and cart total?

Cart is the whole cart - nothing to do with rules (see above: "Apply to cart"). Cart total is one of the rule options.

Cart item quantity

Enter a quantity of items and define if the rule should be applied to a quantity greater than or fewer than.

Collection

Select the collections you want an upcharge to be applied to. Decide if the upcharge is inclusive or exclusive. 

Product type

Select the product types you want the upcharge to be applied to. You have two options: Stock or custom products. Decide if the upcharge is inclusive or exclusive of your list. 

Product

Select the products you want an upcharge to be applied to. Decide if the upcharge is inclusive or exclusive of the product list you have created. 

Product package

Select the product packages you want an upcharge to be applied to. Decide if the upcharge is inclusive or exclusive of the product packages list

Sales channel

Select the sales channels you want an upcharge to be applied to. Decide if the upcharge is inclusive or exclusive of the sales channel list.