Fee
The Fee object in Cloudy Business Ops 360 is used to define, manage, and automate additional charges applied to transactions. Businesses often need to add charges such as shipping fees, credit card convenience fees, or cart fees to orders and invoices. The Fee object standardizes these charges and ensures they are calculated consistently, based on either a percentage of a field value or a flat amount.
Use of Fee in Cloudy Business Ops 360
The Fee object helps businesses:
- Automate Charges: Automatically apply relevant fees at checkout, on quotes, or during invoicing.
- Support Flexible Calculation Methods: Choose between Flat Amount or % of Field Value based on the pricing logic.
- Improve Transparency: Provide a clear breakdown of additional charges to customers.
- Ensure Compliance: Apply correct surcharges consistently, avoiding manual errors.
- Enhance Profitability: Include operational costs such as shipping or processing fees in overall pricing.
Checkbox Functionality
| Field | Purpose |
| Active? | Indicates whether the fee record is currently in use.✅ Checked: The fee will be automatically applied. – ⬜ Unchecked: The fee will not be considered in any calculation. |
Example Business Scenarios
Scenario – Flat Amount Fee
- Use Case: The business charges a flat ₹150 Shipping Fee per order.
- Configuration:
- Fee Type: Shipping Fee
- Calculation Method: Flat Amount
- Flat Amount: ₹150
- Active?: ✅
Result: Each order will include an additional ₹150 as a shipping charge regardless of the order amount.
Benefits of Using Fee Object
- Centralized Fee Management: Configure and manage all types of fees in one place.
- Automation: Reduces manual work by automatically applying fees during transactions.
- Flexibility: Support for multiple fee types and calculation methods.
- Transparency: Improves customer trust by displaying detailed charge breakdowns.