Magento 2 Multi Fees Manual

Multi Fees Cover

Introduction

Multi Fees extension allows you easily to create additional fees for extra services (e.g. Rush Delivery, Gift Wrap, etc.) that your customers may want to choose.

The extension provides the possibility to add 3 types of extra charges: shopping cart, shipping and payment. See below.

Multi Fees Cart Page

Cart fees. The store owners can change the design of the fees options: dropdown, multiselect or radiobuttons. They can also add the extra information box and the date picker box.




Multi Fees Cart Page

Shipping fees showing on the checkout after selecting the desired shipping method.




Multi Fees Cart Page

Payment fees showing on the payment screen. Note that it is still possible to edit the cart fees here as well.




The fees can be defined according to certain product fee conditions.

Out of the box, Magento 2 doesn’t provide such functionality.

Requirements and Installation

Multi Fees extension supports both Community and Enterprise edition of Magento starting from version 2.1. The current version of Magento installed on your website can be found in the lower right corner of any backend page.

Magento 2 Version

Donations Suite has 2 separate ways of installation: via Composer or by copying the code.

Installation Via Composer

  1. Create a folder anywhere on your server (preferably not in the Magento installation directory). Put the zip archive into this folder.

  2. Use any SSH client to connect to your server. Navigate to the root Magento folder. Bear in mind that the user should write permissions to this folder and its subfolders.

  3. Add the folder with the extension's archive as a repository. For this, run the Composer command:

    composer config repositories.mageworx artifact {/ABSOLUTE/PATH/TO/FOLDER}
    

    like:

    composer config repositories.mageworx artifact /mageworx/extensions/zip
    

    This command will add these lines to your composer.json file:

    "mageworx": {
        "type": "artifact",
        "url": "/mageworx/extensions/zip"
    }
    
  4. Perform the command:

    composer require mageworx/module-multifeesmeta
    
  5. Clear the compiled code and the cache:

    php bin/magento setup:upgrade
    
  6. To update the extension via composer perform the command:

    composer update mageworx/module-multifeesmeta
    

Installation by copying the code

  1. Download the extension's package from your customer account, unzip it.

  2. Use any SSH client to connect to your server. Bear in mind that the user should write permissions to this folder and its subfolders.

  3. Upload all the files and folders from the extension's package to the root Magento folder.

  4. Via SSH, navigate to the root Magento folder and perform the command:

    php bin/magento module:enable MageWorx_MultiFees
    
  5. Clear the compiled code and cache:

    php bin/magento setup:upgrade
    php bin/magento cache:flush
    php bin/magento setup:static-content:deploy
    

Extension Configuration

The main extension’s settings can be found under STORES ⟶ Configuration ⟶ MAGEWORX ⟶ Multi Fees

Multi Fees Configuration

Enable Fees - enables/disables the fees provided by means of our extension.

Calculation Settings - specifies whether multi fees should include or exclude taxes.

Display Prices in Additional Fees Block offers 3 options:

  • Excluding Tax
  • Including Tax
  • Including and Excluding Tax

The setting works the same way as it does in the standard Magento. You can display prices of extra fees including or excluding taxes in the extra fees block on the cart page.

Display Additional Fees Amount in Cart Total offers the same 3 options as well:

  • Excluding Tax
  • Including Tax
  • Including and Excluding Tax

If you select the Including and Excluding Tax, both prices will be shown like this:


Display Additional Fees Amount in Orders, Invoices, Credit Memos offers the same 3 options:

  • Excluding Tax
  • Including Tax
  • Including and Excluding Tax

This setting provides the multifee tax setup for the backend.

Multi Fees Management

The extension provides the possibility to add 3 types of extra charges: shopping cart, shipping and payment.

Shopping Cart Fees

Such fees allow showing the fees on the shopping cart:

Multi Fees Cart Page

To check or modify cart multi fees details, go to SALES ⟶ MageWorx Multi Fees ⟶ Manage Cart Fees.

Multi Fees Management

Please note that during the initial setup this grid will be empty.

The columns can be sorted alphabetically by clicking the column title.

To create a new fee, click the Add New Cart Fee button.

New Multi Fee configuration consists of 5 tabs.

Main

Multi Fees Management Main Tab

This section provides the initial setup of the fee with the most basic information.

Name – the name of the fee. Will be displayed on the frontend

Description - fee description. It is shown below the fee itself.

Here, the "Gift Wrap" is the Name of the fee and "Specify the desired description for your fee here" is the Description.


Customer Groups feature provides the ability to select customer groups to apply fees to.

If the Required option is enabled, customers will have to select required fees to proceed to the checkout. The default values of required fees are added automatically to the order’s totals.

Status option enables/disables this fee.

Multi Fees Management Main Tab

Store View manages the store views where the fee should be visible.

Sort Order provides the sorting order of a fee among other fees on the front-end.

Tax class assigns a separate tax class to each fee. In case of “None”, the default tax class of the order will be applied.

Multi Fees Management Main Tab

Enable Customer Message - if enabled, adds a comment field for every fee so that customers could write their messages.

Customer Message Title represents the title of the block for a customer message.

Enable Date Field if enabled, adds a new field of a date type. Customers will be able to select a preferable date.

Date Field Title represents the title of the date block.

The way how the Customer Mesage and the Date Field are shown on the frontend.



Manage Options

Multi Fees Manage Labels

Input Type specifies the desired design of the fee. You can choose radio buttons, drop down or checkbox (multiselect).

The way how all the input types are shown on the frontend.



Multi Fees Manage Labels

One-time specifies whether a fee should be the fixed value or not. If the store owners need to calculate the fee acoording to some conditions, they may put No.

In this case the extra settings appear: Apply Per and X Value.

  • Apply per. It is possible to select the fees to be applied based on the number of items (5 products A and 7 products B is 12 items), products (5 products A and 7 products B is 2 products), weight or spent amount.

  • X value. If needed, the store owner can fine-tune the previous setting so that the fee will be calculated per each X values, like 1 extra dollar per 10 items, 5 products etc.

Count Percent From can be either Whole Cart (if the percent is needed to be calculated regardless the particular products) or Product (this can be specified in the Product Conditions tab).

Apply Fee To applies fees to the subtotal, shipping & handing or tax. These settings are important in case the fee is calculated based on the percent.

Multi Fees Management Main Tab

Below these settings, there is ‘Options’ tab. Here you can add fee’s values with the correct name of each store view, price, type (fixed or percentage) and select the fee’s value, that will be selected on the front-end by default.


Conditions

All Magento conditions, available for creating shopping cart rules, could be applied to multi fees. You can combine different conditions to offer flexible fees.

Multi Fees Manage Conditions

This example allows to add the fee for the orders where the Gender attribute of the products in the cart has the Women value and the subtotal is greater than $50.

Product Conditions

This tab lets you apply the fees to certain products in the cart using their various attributes. By default, the extension uses the fees for the whole order. If you need to apply some fees to some particular products in the order, you need to specify them here. The fees with the populated product conditions are counted for the modified price/weight/quantity.

Multi Fees Manage Conditions

In this example, only the products with XS size will be counted.

Manage Labels

Multi Fees Manage Labels

From here, you can specify correct translations of fees for each store view. This can be applied for the Fee Name, Fee Description, Customer Message Title and Date Field Title

Shipping Fees

Such fees allow showing on the checkout after selecting the desired shipping method:

Multi Fees Cart Page

To check or modify shipping multi fees details, go to SALES ⟶ MageWorx Multi Fees ⟶ Manage Shipping Fees.

Multi Fees Management

Please note that during the initial setup this grid will be empty.

The columns can be sorted alphabetically by clicking the column title.

To create a new fee, click the Add New Shipping Fee button.

New Multi Fee configuration consists of 6 tabs.

Main

Multi Fees Management Main Tab

This section provides the initial setup of the fee with the most basic information.

Name – the name of the fee. Will be displayed on the frontend

Description - fee description. It is shown below the fee itself.

Here, the "Gift Wrap" is the Name of the fee and "Specify the desired description for your fee here" is the Description.


Customer Groups feature provides the ability to select customer groups to apply fees to.

If the Required option is enabled, customers will have to select required fees to proceed to the checkout. The default values of required fees are added automatically to the order’s totals.

Status option enables/disables this fee.

Multi Fees Management Main Tab

Store View manages the store views where the fee should be visible.

Sort Order provides the sorting order of a fee among other fees on the front-end.

Tax class assigns a separate tax class to each fee. In case of “None”, the default tax class of the order will be applied.

Multi Fees Management Main Tab

Enable Customer Message - if enabled, adds a comment field for every fee so that customers could write their messages.

Customer Message Title represents the title of the block for a customer message.

Enable Date Field if enabled, adds a new field of a date type. Customers will be able to select a preferable date.

Date Field Title represents the title of the date block.

Manage Options

Multi Fees Manage Labels

Input Type specifies the desired design of the fee. You can choose radio buttons, drop down or checkbox (multiselect).

The way how all the input types are shown on the frontend.



Multi Fees Manage Labels

One-time specifies whether a fee should be the fixed value or not. If the store owners need to calculate the fee acoording to some conditions, they may put No.

In this case the extra settings appear: Apply Per and X Value.

  • Apply per. It is possible to select the fees to be applied based on the number of items (5 products A and 7 products B is 12 items), products (5 products A and 7 products B is 2 products), weight or spent amount.

  • X value. If needed, the store owner can fine-tune the previous setting so that the fee will be calculated per each X values, like 1 extra dollar per 10 items, 5 products etc.

Count Percent From can be either Whole Cart (if the percent is needed to be calculated regardless the particular products) or Product (this can be specified in the Product Conditions tab).

Apply Fee To applies fees to the subtotal, shipping & handing or tax. These settings are important in case the fee is calculated based on the percent.

Multi Fees Management Main Tab

Below these settings, there is ‘Options’ tab. Here you can add fee’s values with the correct name of each store view, price, type (fixed or percentage) and select the fee’s value, that will be selected on the front-end by default.


Shipping methods

Multi Fees Management Main Tab

From here, the store owner can select the appropriate shipping method that should be selected for the fee to be shown.

Conditions

All Magento conditions, available for creating shopping cart rules, could be applied to multi fees. You can combine different conditions to offer flexible fees.

Multi Fees Manage Conditions

This example allows to add the fee for the orders where the Gender attribute of the products in the cart has the Women value and the subtotal is greater than $50.

Product Conditions

This tab lets you apply the fees to certain products in the cart using their various attributes. By default, the extension uses the fees for the whole order. If you need to apply some fees to some particular products in the order, you need to specify them here. The fees with the populated product conditions are counted for the modified price/weight/quantity.

Multi Fees Manage Conditions

In this example, only the products with XS size will be counted.

Manage Labels

Multi Fees Manage Labels

From here, you can specify correct translations of fees for each store view. This can be applied for the Fee Name, Fee Description, Customer Message Title and Date Field Title

Payment Fees

Such fees are showing on the payment:

Multi Fees Cart Page

To check or modify payment multi fees details, go to SALES ⟶ MageWorx Multi Fees ⟶ Manage Payment Fees.

Multi Fees Management

Please note that during the initial setup this grid will be empty.

The columns can be sorted alphabetically by clicking the column title.

To create a new fee, click the Add New Payment Fee button.

New Multi Fee configuration consists of 6 tabs.

Main

Multi Fees Management Main Tab

This section provides the initial setup of the fee with the most basic information.

Name – the name of the fee. Will be displayed on the frontend

Description - fee description. It is shown below the fee itself.

Here, the "Gift Wrap" is the Name of the fee and "Specify the desired description for your fee here" is the Description.


Customer Groups feature provides the ability to select customer groups to apply fees to.

If the Required option is enabled, customers will have to select required fees to proceed to the checkout. The default values of required fees are added automatically to the order’s totals.

Status option enables/disables this fee.

Multi Fees Management Main Tab

Store View manages the store views where the fee should be visible.

Sort Order provides the sorting order of a fee among other fees on the front-end.

Tax class assigns a separate tax class to each fee. In case of “None”, the default tax class of the order will be applied.

Manage Options

Multi Fees Manage Labels

Input Type specifies the desired design of the fee. You can choose radio buttons, drop down or checkbox (multiselect).

The way how all the input types are shown on the frontend.



Multi Fees Manage Labels

One-time specifies whether a fee should be the fixed value or not. If the store owners need to calculate the fee acoording to some conditions, they may put No.

In this case the extra settings appear: Apply Per and X Value.

  • Apply per. It is possible to select the fees to be applied based on the number of items (5 products A and 7 products B is 12 items), products (5 products A and 7 products B is 2 products), weight or spent amount.

  • X value. If needed, the store owner can fine-tune the previous setting so that the fee will be calculated per each X values, like 1 extra dollar per 10 items, 5 products etc.

Count Percent From can be either Whole Cart (if the percent is needed to be calculated regardless the particular products) or Product (this can be specified in the Product Conditions tab).

Apply Fee To applies fees to the subtotal, shipping & handing or tax. These settings are important in case the fee is calculated based on the percent.

Multi Fees Management Main Tab

Below these settings, there is ‘Options’ tab. Here you can add fee’s values with the correct name of each store view, price, type (fixed or percentage) and select the fee’s value, that will be selected on the front-end by default.


Payment methods

Multi Fees Management Main Tab

From here, the store owner can select the appropriate payment method that should be selected for the fee to be shown.

Conditions

All Magento conditions, available for creating shopping cart rules, could be applied to multi fees. You can combine different conditions to offer flexible fees.

Multi Fees Manage Conditions

This example allows to add the fee for the orders where the Gender attribute of the products in the cart has the Women value and the subtotal is greater than $50.

Product Conditions

This tab lets you apply the fees to certain products in the cart using their various attributes. By default, the extension uses the fees for the whole order. If you need to apply some fees to some particular products in the order, you need to specify them here. The fees with the populated product conditions are counted for the modified price/weight/quantity.

Multi Fees Manage Conditions

In this example, only the products with XS size will be counted.

Manage Labels

Multi Fees Manage Labels

From here, you can specify correct translations of fees for each store view. This can be applied for the Fee Name, Fee Description, Customer Message Title and Date Field Title

Tax Management

The Multi Fees supports all standard Magento tax settings. To manage taxes, go to STORES ⟶ Configuration ⟶ SALES ⟶ Tax

Multi Fees Taxation

First of all, the store owner needs to setup the general tax configuration according to the requirements of the country where the store owner operates.

After that you can set up tax classes for products and customer groups, and create tax rules that combine product and customer classes, tax zones and rates. The general workflow consists of 2 operations: setting up the tax classes and defining tax rules based on these classes. These rules are a combination of a Product Class, a Customer Class and a Tax Zone and Rate.

View/Add Multi Fees in the Backend

All selected fees are displayed in the order’s view. The store owner can check any multi fee selected by the customer. Go to SALES ⟶ Orders and select the order with the multifee.

Multi Fees Taxation

All the fees are provided in the Additional Fees tab. Here, the Customer Message and Date field values are provided. They are shown on the order totals block as well.

You can select all types of extra fees while manually creating or editing orders from the back-end.

Multi Fees Taxation

Invoices and credit memos have additional fees in the order total block only.

Multi Fees in Customer's Account

Selected fees are also added to the order’s details visible to customers in the customers’ accounts and to the confirmation emails. Thus, customers will see all details about the selected fees in the order.

Multi Fees in Customer Account

Got Questions?

MageWorx offers FREE lifetime support and updates for any extension developed for Magento. Need help with the extensions? Feel free submit a ticket from http://www.mageworx.com/support/ 



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