Order Add-ons

Add-ons are extra charges or options you attach to an order on top of your products — things like a delivery surcharge, crating, hardware upgrades, a rush fee, or installation. TimberCloud supports two ways of attaching them, and you choose which one fits how your shop quotes work.

Note: Add-ons are managed in your catalog under Settings → Products → Add-ons, and then applied to individual orders from the order screen. This page covers both. To create and price the add-ons themselves, see Product Settings.

What add-ons are

An add-on is a named line of additional cost with a price, an optional description, and a set of products and/or categories it applies to. You build your standard add-ons once in your catalog, and they become available to attach to orders that contain matching products.

You can also create custom, one-off add-ons directly on an order for charges that don't exist in your catalog — handy for a special request that only applies to that one order.

The two add-on scopes

TimberCloud add-ons can attach at one of two scopes:

Both scopes draw from the same catalog of standard add-ons — the difference is only where they're applied (on each item vs. once for the order).

Setting the default scope

The scope is a company-wide default that you set once:

1. Go to Settings → Products → Add-ons.
2. In the Addon Settings panel near the top, find Addon Scope.
3. Choose Per Product or Order-Wide.
4. Click Save Settings.

When set to Per Product, the description reads "Addons are selected per product on each order item." When set to Order-Wide, it reads "Addons are selected once for the entire order, filtered by the products in the order."

Tip: Switching to Order-Wide reveals the Order Add-ons section on the order screen. Existing orders that already have item-level add-ons keep them, so changing the default scope is non-destructive.

The same panel has a few related settings worth knowing about:

• Apply Discounts to Add-ons — when on, order-level percentage discounts apply to add-on prices, not just product prices.
• Show Quantity on Build Sheets — when on, add-on quantities are printed on build sheets.
• Show Add-ons on Build Sheets — sets the default for whether a newly created add-on (catalog, custom, or AI-extracted) is marked Show on Buildsheet. You can still override this per add-on.

Adding order-wide add-ons to an order

When your default scope is Order-Wide, an Order Add-ons section appears on the new-order and edit-order screen.

1. Add your products to the order first — add-ons are filtered by what's in the order.
2. Open the Order Add-ons section (click the header to expand it).
3. You'll see every standard add-on whose products or categories match the items in the order. Add-ons that don't apply to anything in the order are hidden automatically.
4. Use the search box to find an add-on by name, then use the quantity stepper (− / +) or type a number to add it. Setting a quantity of 0 removes it.
5. Use Match Qty to instantly set the add-on quantity to the total number of units across all line items in the order — useful for per-unit charges like crating per piece.

As you add items, the section shows a running Order Add-ons Total, and the header shows how many add-ons are currently selected.

Note: If no add-ons are available, you'll see "No add-ons available for the products in this order" (the order has products, but none of your add-ons match them) or "Add products to the order to see available add-ons" (the order is still empty). Make sure your add-on is assigned to the right products/categories under Settings → Products → Add-ons.

Creating a custom, one-off add-on

For a charge that isn't in your catalog and only applies to this order:

1. In the Order Add-ons section, click Add Custom Add-on.
2. Fill in:
   • Name (required)
   • Price (required)
   • Description (optional)
   • Quantity (use Match Qty to match the order's total units)
   • Show on Buildsheet (whether it prints on build sheets — defaults to your company setting above)
3. Click Add Custom Add-on.

Custom add-ons are marked with a Custom badge and apply to that order only — they aren't saved back to your catalog. You can edit a custom add-on (pencil icon) or remove it by setting its quantity to 0.

You can also tweak a standard add-on for a single order — change its name, price, or description on the order and it's flagged Edited, again without affecting the catalog version.

How add-ons appear on documents

Order-wide add-ons are included in the order's pricing and tax, and they render on the order's customer- and shop-facing PDFs:

• Invoices — listed so the customer sees exactly what they're paying for.
• Packing slips — included with the shipment paperwork.
• Cut sheets / build sheets — shown to the shop floor; the Show on Buildsheet flag on each add-on controls whether it appears, and the Show Quantity on Build Sheets setting controls whether quantities print.

This means an order-level charge like crating or a delivery surcharge shows up once on the order's documents rather than being duplicated on every line item.

Pricing, quantity, and auto-pruning

• Pricing — each add-on's line total is its price × quantity, summed into the Order Add-ons Total, which rolls into the order total (and into tax, where applicable).
• Quantity — defaults to 1; adjust with the stepper or Match Qty. Setting quantity to 0 removes the add-on.
• Auto-pruning — add-ons are tied to the products in the order. If you later remove a product so an add-on no longer matches any item, that standard add-on is automatically dropped from the order to keep things consistent. Custom one-off add-ons are never auto-pruned — they stay until you remove them.

Permissions

Adding and editing add-ons on an order requires an internal user role with order-edit permission; customer-role accounts can see selected add-ons but can't add or edit them. Editing is also blocked when an order is locked, unless your role can override the lock.

Related

• Product Settings — create, price, and assign your standard add-ons, and set the default scope.
• Creating an Order — where you add products and attach order-wide add-ons.
• Orders Overview — the full order lifecycle.
• Payments — how add-on totals factor into the order balance and Stripe checkout.