Editing fee is a feature that helps in making changes to the fee. The changes required can be due to multiple reasons like:

  • error during configuration of the fee.
  • There are changes in your agreement with the contact.
  • Fee configured by you has expired.

Before you start

  • You need to have a configured fee.
  • You need to know the rules based on which your contact will charge a fee.

Steps to edit a fees

Eshopbox workspace creates a new fee when you edit a fee. You can browse through different versions of a fee by checking the fee history. Editing is of two types:

  • Correction in existing fees: Eshopbox workspace creates a new fee version when you correct a fee. Correcting fee increments the fee version by 0.1 to the latest version. For example, If the fee version of the fee is 1.2, it will change to 1.3.
  • Revise the existing fees: You can select this option if your contact revises your agreement or your fee has expired. Eshopbox workspace creates a new revised fee version. Revising fee rounds the version up to 1 of the latest version. For example, If the fee version is 1.2, it will change to 2.

Correction fee in bulk

Navigate to Settings > Fees. All your created fees will be visible here. Follow the below steps to correct the fee in bulk.

Click on the edit button against the fees you want to correct. A pop-up with two options will appear. Select correction in the existing fees radio button and click next.

As per requirement, make changes in the fee calculation section on the fee correction page. Click continue.

You can now do changes in the rules section by uploading rules in bulk. Download the fees template. Read the instructions carefully and fill out the appropriate fields. Complete CSV file and save.

Learn how to fill the template.

Eshopbox will process the uploaded CSV file. You can track the progress of the uploaded CSV file, click refresh. You can see the following screen if you upload the sheet successfully. Now click continue.

You'll receive a CSV file with the failure reason, in case you do not follow instructions while configuring fee. In this case, rectify the CSV file, click on the replace sheet. Again follow the same process of upload a sheet.

Learn how to rectify failed charge rules.

After a successful upload, click continue. On fee detail pane, you can see changes in the new version created.

Alternatively, correcting fee in bulk from fee detail pane.

  • Click on the edit in a bulk button on fee detail pane.
  • Select the 'correction in existing fees radio button from the pop-up.
  • On the fee correction screen, you can edit fee details and upload edited rules in bulk.

Correction fee for single rule

Navigate to Settings > Fees and follow the below steps to correct the fee for a single rule.

Click on a fee you want to edit. Click on edit against the rule you want to correct on the fee detail page. A pop-up with two options will appear. Select 'correct the existing fees' radio button and click next. As per requirement, make changes in the fee calculation section on the fee correction page. Click continue.

Here you can make changes in the required "if" and "then" condition. After making changes, click continue.

On fee detail pane, you can see all the changes for the particular version.

Revising fee in bulk

Navigate to Settings > Fees and follow the below steps to revise the fee in bulk.

Click on the edit button against the fees you want to revise. A pop up with two options will appear. Select the 'revise the existing fee' radio button and click next.

As per requirement, make changes in the fee calculation section on the revised fee page. Click continue.

Make changes in the validity as per agreement and click continue.

You can now do changes in the rules section by uploading rules in bulk.

Download the fees template. Read the instructions carefully and fill out the appropriate fields. Complete CSV file and save.

Learn how to fill the template.

Eshopbox will process the uploaded CSV file. To track the progress of the uploaded CSV file, click refresh.

You can see the following screen if you upload the sheet successfully. Now click continue.

You'll receive a CSV file with the failure reason, in case you do not follow instructions while configuring fee. In this case, rectify the CSV file, click on the replace sheet. Again follow the same process of upload a sheet.

Learn how to rectify failed charge rules.

After a successful upload, click continue. On fee detail pane, you can see changes in the new version created.

Alternatively, revising fees in bulk from fee detail pane.

  • Click on the 'edit in bulk' icon on fee detail pane.
  • Select revise the existing fees radio button from the pop-up.
  • You can edit fee calculation details, validity period, and upload edited rules in bulk, on the revise fee screen.

Revise fee for single rule

Navigate to Settings > Fees and follow the below steps to revise the fee for a single rule.

Click on the fee you want to edit. You will redirect to the fee detail pane. Click on the edit button against the rule you want to revise. A pop-up with two options will appear. Select the 'revise the existing fees' radio button and click next. As per requirement, make changes in the fee calculation section. Click continue.

Provide validity period as per agreement and click continue.

Here you can make changes in all the "if" and "then" condition parameters. After making changes, click continue.

On fee detail pane, you can see all the changes for that respective fee version.

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