Lesson 10: Implementing a Rush Charge Option

Tyler MacDonald Updated by Tyler MacDonald

Objective

Introduce a Rush Charge Boolean modifier to increase the selling price for expedited orders.

Outcome

The product now includes a rush charge feature, offering customers the option to prioritize their orders while also boosting revenue.

Note: In this lesson, we enhance the product by adding a optional Rush Charge

Step 1: Copy the Previous Lesson's Product and Rename

As with previous lessons, each subsequent lesson will be a copy of the last. Follow these steps:

  1. Copy the Product
    • From Lesson 9: Creating Custom Fields to Enhance Usability, click on the blue action button and select Copy Product.
    • This will generate a copy of the product, which will be in Draft Mode.
  2. Update Basic Settings
    • Click on Basic Settings and update the following fields:
      • Product Name: Lesson 10: Implementing a Rush Charge Option
      • Product Description: The product now includes a rush charge feature, offering customers the option to prioritize their orders while also boosting revenue.

Step 2: Create a Rush Modifier and Labor Rate

To set up a rush charge, we need both a modifier and a labor rate. These will be tied together using the system formula called Percentage of Base (PBase).

  1. Create the Rush Charge Modifiers
    • Go to Setting/Pricing/Modifiers and +Add New Modifier
    • Name: Rush
    • System Lookup Name: Rush
    • Type: Boolean
    • Save
  2. Create the Rush Charge Labor Rate
    • Go to Setting/Pricing/Labor Rates and +Add New Labor Rate
    • Name: Rush
    • Formula: PBase
    • Production Rate: 1
    • Units: Unit
    • Per: Unit
    • Save

Step 3: Add Rush Modifier and Labor Rate to the Product

From the Product we made Lesson 10: Implementing a Rush Charge Option

  1. +Add New Modifier - Rush
  2. +Add New Default Item - Rush
    Fill in the Details
    • Item Type: Labor Rate
    • Labor Rate: Rush
    • Formula PBase
    • Percentage of Base: 50
    • Attach to a Checkbox Modifier: Rush
    • Save
  3. We need update our Material, Lamination, and Generic Printer to let the system know we want to Include these items as the base price
    1. Click the blue Pencil for Material, click "Include in Base Price", then Save
    2. Click the blue Pencil for Lamination, click "Include in Base Price", then Save
    3. Click the blue Pencil for Generic Printer, click "Include in Base Price", then Save
  4. Go to Check Pricing to test

Step 3: Configuring and Publishing the Product

Once saved, you'll remain on the Configure Pricing screen by default.

Draft Mode

All newly created products, or copies of products, are initially set to Draft Mode. This feature allows you to work on a product without introducing it into the main system.

Publishing the Product

To publish your product:

  1. Select the blue action button in the top right corner.
  2. Choose Publish Product from the dropdown menu.

Once published, the draft tag will disappear, indicating that the product is now active and ready to be used in transactions.

Step 4: Adding the Product to a Transaction

Using the quote started in the previous lesson, let's add this new product as a line item:

  1. Enter a Width and Height of 120".
  2. Select a Material from your dropdown.
  3. Select a Lamination from your dropdown.
  4. Click and unclick the Rush checkbox.
  5. Click Save.

Conclusion

Congratulations! You've successfully implemented a rush charge feature, providing customers with an option to prioritize their orders while increasing your revenue. This feature is now part of your product setup, and you’ve taken another step towards offering highly customizable products that meet customer needs.

How did we do?

Lesson 9: Creating Custom Fields to Enhance Usability

Summary Conclusion: Lessons 1-10

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