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Basket Addons

These are assigned on a 1:1 basis against products. Examples include gift wrap, disposal services and other similar services. 

Item Addons can be given prices, SKU codes and other important information. 

Setup

Details

Field Purpose
Type Choose from 'Item Addon' or Basket Addon
Name Enter the Name of your Addon - this will be displayed to the customer as a choice when completing a purchase
Description This is intended to be a short description, which is displayed to the customer; this should be specific to this Addon

Surcharge Price (inc VAT)

Enter the price of the surcharge (optional)
Surcharge Cost Price (ex VAT)

Enter the cost price of the surcharge (optional)

 

This is solely used for margin reporting, as it is not possible to order an Addon from a Supplier using the Purchase Order module

Surcharge Label

Enter a label for the surcharge (optional)

 

The surcharge will display as a separate order line with this label

VAT

Select the VAT status of the surcharge - choose from:

 

  • Standard
  • Reduced
  • Zero
  • Exempt

VAT rates for Standard and Reduced are controlled via Countries

Send to Staingard

See Staingard for more information

Allow Returns Select to allow returns (refunds/cancellations) of the Addon
Allow Customer Note Select to allow the customer to enter a personalised message at checkout (ideal for gift labels)
Customer Note Prompt The prompt that will show to the customer instructing them what to enter as the Customer Note

Pricing Tiers

Pricing for the Group Addons are managed via tiers. The price of the Addon is based on the total value of items in the basket where the Customer has opted into the Addon. 

Example

A customer has three items in their basket priced at £500, £250, and £125 respectively.
Each item offers the ‘Insurance’ Addon as an optional extra.

The customer chooses to apply the Insurance Addon to Item 1 (£500) and Item 3 (£125), but not to Item 2.

Therefore, the total value of goods used to calculate the Addon price is:
£500 + £125 = £625

Setup
Field Purpose
Code

The SKU code of that tier (each tier must have a unique code)

 

There may be limitations on the data in this field if an integration is required, e.g. Staingard.

Basket Value The maximum basket value for that tier
Price The price charged to the Customer for that tier
Cost Price The cost price for that tier
VAT

Select the VAT status of the surcharge - choose from:

 

  • Standard
  • Reduced
  • Zero
  • Exempt

VAT rates for Standard and Reduced are controlled via Countries

An example setup is below:

image.png

Assignment

Use the Assignment Rules to assign this Addon in bulk, or altatively manage this via individual Products or in bulk via CSV import/export.

How it displays

eCommerce

When assigned to a product, the customer will be prompted to opt in. If there are multiple Addons from the same group (e.g. pink or blue giftwrap), a drop down will be shown. Otherwise, it will be a simple tickbox.

This will display near the add to basket button on the Product Detail Page

The price will adapt based on previous selections, e.g. if a customer has already opted into the Addon for an item already in the basket, this will adjust the price on the current product, up to and including offering the Addon for free.

It will also display as an option at checkout. Pricing will dynamically change on all Products based on selection. 

POS

It will also display as a pop up within the POS

The price will adapt based on previous selections, e.g. if a customer has already opted into the Addon for an item already in the order, this will adjust the price on the current product, up to and including offering the Addon for free.