Colorado Retail Delivery Fee

Colorado Retail Delivery Fee

Topic: Colorado Retail Delivery Fee
Version(s):  5.1
Editions: All

Please contact your accountant or the State of Colorado with any questions

What is the Colorado Retail Delivery Fee?

"Effective July 1, 2022, Colorado imposes a retail delivery fee on all deliveries by motor vehicle to a location in Colorado with at least one item of tangible personal property subject to state sales or use tax ... Retailers that make retail deliveries must show the total of the fees on the receipt or invoice as one item called “retail delivery fees” ... If every item in a retail sale is exempt from sales tax, the delivery is also exempt from the retail delivery fee. However, if one or more items in the transaction is subject to sales tax, the retail delivery fee is due. Each sale for delivery is considered a single “retail delivery” regardless of how many shipments are needed to deliver the items purchased."
Read more using the link below:

Making The Connection

Where Will I See This Within OLX?

This specific feature requires setup in the following areas:
  1. Base items
    1. Tax providers
    2. Product Offers
    3. Continuities
  2. Script Rules

What Reports Can Be Pulled?

  1. Inventory Item Association 
  2. Item List 
  3. Product Offer List
  4. Data Warehouse Export 

What Imports/Exports Relate to xxxx

  1. OLX Autoship Sequence Import Spec
  2. OLX Item Offer Import Spec

Trouble Shooting

  1. I created an offer but it's not showing when I try to setup the script rule

    1. Review the tax category on the base item for the offer you are looking for. 
      1. Default (OLX internal tax tables) = Delivery Fee (as Tax)
      2. If you use an external tax provider, make sure to check with the vendor to determine the correct category to use here. **You may require an update to your external tax providers tax tables within OLX

  2. The delivery fee is not creating on customer continuities

    1. Each required offer listed in the Per-Order tab will be added to each continuity order
      UNLESS…
      1. The offers product is tagged with the delivery fee tax category AND…
      2. The resulting total amount of the item (Unit Price+Shipping+Tax) is Zero
      3. If the aforementioned logic indicates that the item is not needed, it will not be included in the new
        continuity order

  3. How do I add the Delivery Fee to an order via Order Import or API Order Import?

    1. We have handled everything for you. There are no special settings that need to be taken into consideration when importing an order with the Delivery Fee. Just make sure:
      1. the offer name matches the offer setup in OLX
      2. the price is set to $0
      3. the shipping price is set to $0 
      4. tax value is added in the following fields:
        1. TAX_PROD##
        2. PAID_TAX_PROD##
        3. ORDER_STATE_SALES_TAX
        4. ORDER_TOTAL
    2. You will receive an acceptance message when an order is received with this offer attached:
      1. Fee as tax item detected (Delivery Fee). Skipped calculation and used provided tax for this item.
        ---------------------------------------------------------------------
        Orders in import file: 1
        Orders imported: 1
        Duplicate orders: 0
        New customers: 0
        Errors Encountered: 0

Setup

The base item must be created first, followed by the product offer, and global script rule. The fee can then be added to continuities already created in the system.

Base Item

It's important to remember that Base Items must be associated to one Client in the system. This means if your system handles multiple clients you will have to repeat these steps per client.
  1. Create your base item as you normally would (instructions can be found here). 
    1. It is not required but recommended to create a product group specific for Delivery Fees to help keep reports clean.
    2. It is also recommended to start with an underscore _ when naming the product group to be used for the Delivery Fees so that they will post at the top of the order entry screen.

  2.  Check the Non Refundable box on the Options tab.
    1. "The Department’s official guidance can be found on the Current Rules web page, in Rule 43-4-218 (9)(d) which states, “Returned Retail Deliveries. A retail delivery that is returned to the retailer for a full refund of the purchase price and any applicable sales tax is not eligible for a refund or credit of the retail delivery fees collected and paid on such retail delivery.”"
  3. Navigate to the Tax Categories tab
    1. Set the Tax Provider
    2. Select the Category
      1. Default (OLX internal tax tables) = Delivery Fee (as Tax)
      2. If you use an external tax provider, make sure to check with the vendor to determine the correct category to use here.
        1. **You will need to notify OLX of the tax category to be used as you may require an update to your external tax providers tax tables within OLX
        2. What you need to know about the Colorado retail delivery fee now (avalara.com)



Product Offer

  1. Create your product offer as you normally would (instructions can be found here). 
  2. Offer Name MUST = Retail Delivery Fees
  3. Unit Price MUST = 0.00
  4. Shipping MUST = 0.00
  5. Rush Fee MUST = 0.00
  6. Select the Delivery Fee base item created above.


Continuity

New

When creating new continuities navigate to Per-Order Offers. Select the delivery fee offer created above and click Add. Save the Continuity Sequence Manager Popup.

Existing

When updating existing continuities, navigate to Per-Order Offers. Select the delivery fee offer created above and click Add. Check the box for Update existing customers. Click Yes or No to Please Confirm popup (will depend if other adjustments were made to the continuity in question - if only adding Delivery Fee you can select No). Save the Continuity Sequence Manager Popup.


Add Offer to Script/s

Don't forget to add the offer to the scripts for that client

Global Script Rule

  1. Set Rule Name
  2. Check box Use for order entry
  3. Check box Use for imports
  4. Action = Reject Order
  5. Client = None
  6. Error Memo - this is the message that will display to your agents during manual order entry
  7. IF Condition = 
    1. Shipping Address Match
    2. Match Y/N = checked
    3. Address = *
    4. City = *
    5. State = CO
    6. County = *
    7. Zip = *

  8. THEN Condition =
    1. Condition = Required Fee
    2. Product Offers = Retail Delivery Fees
    3. Selected = checked

  9. From the Scripts tab you can select any or all scripts to add the Global Script Rule to


Attachments


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