| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Purchase (purchase) • Sales (sale_management) • Website (website) • eCommerce (website_sale) • Discuss (mail) • Invoicing (account) |
| Lines of code | 1176 |
| Technical Name |
wbl_all_in_one_custom_fee |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Purchase (purchase) • Sales (sale_management) • Website (website) • eCommerce (website_sale) • Discuss (mail) • Invoicing (account) |
| Lines of code | 1176 |
| Technical Name |
wbl_all_in_one_custom_fee |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
Custom Fee
Request for a Demo
All-in-One Odoo Custom Fee
The All-in-One Odoo Custom Fee app helps admins easily add and manage custom charges across website orders, sales, and purchase orders. With this app, you can create flexible fee rules based on products, customers, vendors, countries, minimum order amounts, and dates. Admins set up custom fee service products and define rules for applying fees automatically or manually. The app features three main sections: website custom fees, sales custom fees, and purchase custom fees, all managed from a simple backend interface. Custom fees can be set as required (automatically added according to predefined rules) or optional (added by the admin with a single click). This enhances billing accuracy, improves transparency, and ensures you meet regional and business-specific pricing needs. The app is designed to streamline fee management across all sales channels and purchase workflows, saving time and improving customer trust.
All-in-One Odoo Custom Fee Benefits
Increased Transparency and Customer Trust
Automatic Fee Application for Accuracy
Flexible and Customizable Rule Setup
Region and Product Specific Fees
Enhanced Pricing Control
Simplifies Fee Management
All-in-One Odoo Custom Fee Features
Flexible Fee Rules:
- Create rules by entering the fee name, selecting the fee product, and setting fixed amounts. Choose whether fees are required or optional.
Dynamic Fee Application:
- Website fees apply by product, country, calendar day, and order amount; sales fees by customer and website; purchase fees by vendor.
Automatic & Manual Fee Application:
- Required fees are added automatically based on rules, while optional fees are added manually by clicking the apply button.
Region & Product-Based Fees:
- Set fees based on products, vendors, country, calendar dates, and minimum order amount for precise application.
Multiple Fee Sections:
- The backend is divided into three tabs: General Settings for a website, sales custom fee rules, and purchase custom fee rules.
Fee Review & Management:
- Easily review, edit, or delete fee rules and check detailed fee application records from the backend.
Fee Visibility:
- All fee details are visible on invoices, quotes, and purchase orders, providing transparency.
Multi-Module Fee Setup:
- Manage custom fees for website, sales, and purchase orders.
All-in-One Odoo Custom Fee Workflow
- Admin setup Custom Fee Service Products
- Navigate to Sales > Configuration > Fees. Click New to create a new custom fee. Enter the fee name, select a matching fee product, and set a fixed amount.
- Choose the fee is required (automatically appended to order lines) or optional (added manually by the admin or customer).
- Set rules for the Website: Admin applies rules for website-specific fees in the General Settings tab. Fees are applied by product, country, calendar, and order amount. Customers see the fee details during checkout based on the chosen rules.
- Set rules for the Sales: Set rules in the Sales Custom Fee tab. Apply fees based on the customer and website.
- After quote confirmation, required fees auto-apply; optional fees can be added manually before finalizing. Fees are reflected automatically in the sales invoice and order totals.
- Set rules for the Purchase: Set rules in the Purchase Custom Fee tab. Fees apply by vendor, with the automatically assigning vendor-specific fee rules during purchase order creation.
- During sale quotation creation, required fees automatically add to order lines.
- Optional fees appear in a popup, where the admin or customer can select applicable fees.
Frequently Asked Questions
Sometimes you need a quick answer to your
question. You can get it right away here.
General
Custom Fee Service Products
Admin sets up a custom fee service product to manage particular charges.
Custom Fee
Click on the custom fee option to create new fee rules and access the list of existing fees in the backend. This allows easy management and updates of custom charges.
Create and Manage Website Custom Fees
The admin enters the custom fee name, selects a fee product, and sets a fixed amount. They then choose whether the fee is required or optional based on preferences, and select the products to which the fee applies under the general settings tab for product-based fee rules.
Custom Fee List
The admin can view the list of all available custom fees in the backend. They can also manage, update, or delete fees to keep them organized.
Fee Added on Frontend
Once the product is chosen, the required custom fee is automatically included. The optional fee is shown in a box, and customers can manually add it by clicking the apply button.
Optional Fee Add On Frontend
Clicking the apply button adds the optional fee to the product, allowing customization based on the customer's needs.
Payment Information On Frontend
Payment has been processed successfully with fees included. This confirms that all charges have been applied correctly.
Fee Details On Backend
In the backend, the admin can see both fee details and order information on the order page. This improves oversight and fee management.
Customer Invoice On the Backend
Fee details are visible on the backend in the customer invoice. This ensures transparency and accurate billing for the customer.
Fee by Country
Select the country where the rule will be applied.
Fee Add on Frontend
Based on the selected country, the required fee is automatically added to the product.
Fee by Calendar
Fees are dynamically applied based on the selected dates.
Fee by Order Amount
A fee is automatically applied to orders that meet the minimum order amount.
Fee Add on Frontend
Based on the minimum order amount and calendar rules, fees are applied automatically and displayed on the frontend for the customer.
Sales Fee Rule Setup
The fee is set by the Customer and Website; the admin selects the customer name and website on the custom fee page.
Create a Sales Quotation
Select a customer to create a sales quotation. After choosing the customer, the add fees button becomes visible for additional charges.
Fees Add in Order Lines
Required fees are automatically included in the order lines according to customer rules. Optional fees can be added by clicking the Add fees button.
Add Optional Fee Popup
Click the add fees button to open the optional fee dropdown list. Select the desired fee based on admin preferences to include it in the order.
After confirming the Sale Quotation
After confirming the sale quotation, the admin selects optional fees based on their preference, then clicks the add button.
Fee Add in Order Lines
All applicable fees are shown in the order lines of the sale quotation. This helps in verifying extra charges before finalizing the sale.
Customer Invoice on Quotation Page
All fee information is visible on the customer invoice, ensuring clarity and accurate billing.
Purchase Fee Rule Setup
Select the vendor name to apply the fee accurately to that specific vendor.
Create Purchase Order(RFQ)
Once the vendor name is selected in the purchase order, the optional add fees button becomes visible for additional charges.
Confirm Purchase Order
Custom fee rules automatically include required fees in the purchase order lines. Admins can also select and add extra optional fees as needed.
Vendor Bill
Fee details are displayed on the vendor bill for transparency. This helps in verifying charges and maintaining accurate records.
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Weblytic Labs - Your one-stop solution
Thank you for exploring our Odoo App. We are committed to continuous improvement to enhance your
experience.
Should you encounter any issues or have feature requests for our Odoo App, please don't hesitate
to contact us at
support@weblyticlabs.com
We eagerly await your notification!
Must Have Apps
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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