Quote Fees
Quote fees are named fixed charges that can be added to a quote—for example, special packaging, expedited handling, or a documentation fee. Create the reusable fee first, then assign it manually or through a workflow rule.
Open Sales → B2B Quotes → Quote Fees.
Create a fee
- Select Add New Quote Fee.
- Choose All Store Views or one specific store view.
- Enter a unique lowercase Code using letters, numbers, and underscores.
- Enter the customer-facing Label.
- Enter the fixed Fee Amount.
- Set Active to Yes and choose the sort order.
- Save, then apply the fee to a test quote.
Field reference
| Field | Purpose |
|---|---|
| Store View | Controls where the fee is available. |
| Code | Stable internal identifier. Use lowercase letters, numbers, and underscores. |
| Label | Description shown in quote and order totals. |
| Fee Amount | Fixed amount of the fee in the applicable store currency. |
| Active | Makes the fee available for assignment. |
| Sort Order | Controls its position in selectable lists. |
Tax configuration
The extension provides three related settings:
- Apply Tax — includes the fee in tax calculation.
- Fee Includes Tax — treats the configured amount as tax-inclusive and extracts the tax portion.
- Tax Class — selects the tax class used for the fee.
If tax is enabled, test the fee with the actual customer groups, countries, tax rates, and display settings used by the store. A correct result in one jurisdiction does not prove the same configuration for another.
Where the fee goes
When a quoted offer becomes an order, the fee and its tax amounts are carried into the order totals. The extension also accounts for those values when invoices and credit memos are created. Always verify partial invoicing and refunds if your operation uses them.
Manual and automated assignment
An administrator can select a fee while preparing a quote. A Workflow Rule can also set or clear a fee when an event and its conditions match.
Use one method as the clear source of truth for each fee. If both a person and an automation rule can change it, document when the rule runs so the result is not surprising.
Before activating a fee
- Use a label customers can understand on a purchasing document.
- Confirm whether the amount is tax-inclusive or tax-exclusive.
- Test quote, order, invoice, and credit-memo totals.
- Test currency and store-view scope where applicable.
- Confirm the fee is not already represented as shipping, a product line, or another surcharge.