Create a Global Modifier

Set up a Global Modifiers that dynamically changes the price and description of all rates or just those that meet certain criteria.

Once you have enabled the Global Modifiers feature click on the “Global Modifiers” item in the main menu. On the following screen click the “Add a Global Rate Modifier” button.

On the creation screen you’ll see a set of eight fields:

  • Reference - An internal name for this modifier to help you to identify it quickly. Customers will not see this reference.

  • Title - An optional title for this Rate that will be appended to the Rate description that is displayed to the customer. For example if you add a Global Modifier with a title of “20% off” that is applied to a Rate with a description of “Includes insurance”, the full description returned to the customer would be “Includes insurance - 20% off”

  • Modifier title position - Defines whether the Global Modifier title should be added before or after the rate description or whether it should replace the description entirely

  • Status - Whether the modifier is currently active or not

  • Type - Defines how the modification price is calculated. Your can choose between ‘Flat amount’ which modifies the Rate price by a set amount and ‘Percentage’ which modifies the Rate price by a specific percentage.

  • Effect - Determines whether the modifier increases or reduces the price of the Rate.

  • Adjustment - The adjustment field allows you to specify the amount by which this Rate Modifier should change the Rate price. If you selected ‘Flat amount’ as the Rate type, this field will be a money amount e.g. $5. If you selected ‘Percentage’ as the Rate type this field will be a percentage value, e.g. 5%.

  • When to apply modifier - Determines whether this Global Modifier is calculated and applied before or after any Rate Modifiers.

Global Modifier Rules

When creating or editing a Global Modifier you are free to add rules that determine whether or not that modifier is applied to a given rate.

If no rules are set up for a Global Modifier it will automatically apply to all rates.

To get started, click the Add new rule group button:

The Rate Modifier Rule builder follows the same conventions seen in the Rate Rules builder. The only difference is the order of ‘features’ that you can use as the basis of your rules.

Your rules can be based on:

  • Total cart value

  • Total cart weight

  • Total number of

  • The current day of the week

  • The total price of the rate