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Managing Price Adjustment Settings

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Bytimothy A
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Overview: 

Managing price adjustment settings allows you to configure rules for modifying product or service prices automatically, such as applying discounts, markups, or promotional pricing. This helps maintain accurate pricing, streamline updates, and implement consistent pricing strategies across your store.

Follow these steps to manage price adjustment settings:

Step 1: On your Dashboard, scroll down to the Sales section.
Step 1: On your Dashboard, scroll down to the Sales section.

Step 2: Click on the Settings tab under the Sales section to navigate.

Step 2: Click on the Settings tab under the Sales section to navigate.

Step 3: Then click on Price Adjustment Settings.

Step 3: Then click on Price Adjustment Settings.

Step 4: Select one of the fee options and configure it. There are five options to choose from. The first option, None, applies no additional fees.

Step 4: Select one of the fee options and configure it. There are five options to choose from. The first option, None, applies no additional fees.

Step 5: The second option is a convenience fee, where you can charge a convenience fee on transactions. You also need to enter the convenience fee amount.

Step 5: The second option is Convenience Fee, where you can charge a convenience fee on transactions. You also need to enter the convenience fee amount.

Step 6: The third option is Surcharge, where you apply a surcharge to card payments. Enter the surcharge amount and pass the processing fees to customers who choose to pay with a credit card. You can also enable state restrictions from here.

Step 6: The third option is Surcharge, where you apply a surcharge to card payments. Enter the surcharge amount and pass the processing fees to customers who choose to pay with a credit card. You can also enable state restrictions from here.

Step 7: The fourth option is Service Fee, where you charge a service fee for transactions. Enter the fee as a percentage and customize the label that customers will see at checkout.

Step 7: The fourth option is Service Fee, where you charge a service fee for transactions. Enter the fee as a percentage and customize the label that customers will see at checkout.

Step 8: The last option is Cash/ACH Discount, where you can apply a cash discount on transactions. Enter the discount percentage, choose the display style (Cash Discount or Dual Pricing), and customize the label that customers will see at checkout.

Step 8: The last option is Cash/ACH Discount, where you can apply a cash discount on transactions. Enter the discount percentage, choose the display style (Cash Discount or Dual Pricing), and customize the label that customers will see at checkout.

Step 9: To enable a fee option, click the radio button to activate it. Remember, only one fee type can be enabled at a time.

Step 9: To enable a fee option, click the radio button to activate it. Remember, only one fee type can be enabled at a time.

Step 10: After selecting a fee option, a pop-up will appear with the agreement for that option. Read the agreement, check the box at the bottom, and click I Agree & Enable.

Step 10: After selecting a fee option, a pop-up will appear with the agreement for that option. Read the agreement, check the box at the bottom, and click I Agree & Enable.

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