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:
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.
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).
Create the Rush Charge Modifiers
Go to Setting/Pricing/Modifiers and +Add New Modifier
Name: Rush
System Lookup Name: Rush
Type: Boolean
Save
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 madeLesson 10: Implementing a Rush Charge Option
+Add New Modifier - Rush
+Add New Default Item - RushFill in the Details
Item Type: Labor Rate
Labor Rate: Rush
Formula PBase
Percentage of Base: 50
Attach to a Checkbox Modifier: Rush
Save
We need update our Material, Lamination, and Generic Printer to let the system know we want to Include these items as the base price
Click the blue Pencil for Material, click "Include in Base Price", then Save
Click the blue Pencil for Lamination, click "Include in Base Price", then Save
Click the blue Pencil for Generic Printer, click "Include in Base Price", then Save
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:
Select the blue action button in the top right corner.
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:
Enter a Width and Height of 120".
Select a Material from your dropdown.
Select a Lamination from your dropdown.
Click and unclick the Rush checkbox.
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.
Updated
by Tyler MacDonald
