Deposit rule

Deposit and Fee Rule

A deposit and fee rule defines the rules by which a refundable deposit or a fee can be connected to the purchase of specific items. The deposit and fee rule describes the amount of deposit that shall be added to the receipt when a specific item is sold during checkout.

E.g. a bottle of water has a deposit for the plastic bottle and an amount (price + VAT) that is added to the transaction, when the empty bottle is returned to the same or any other store the deposit amount is returned to the customer.

Extenda Retail has chosen to not follow the exact standard for deposits according to GS1, where the specification expects a price entity. We find it more precise to be specific and use a Deposit And Fee Rule entity instead. This entity contains the needed information to make the deposit, and to apply the correct deposit amount during a sales transaction.

Also see GS1 Returnable Package Deposit Details

Deposit And Fee Rules are considered as global and must not be defined per Business Unit.

A Deposit And Fee Rule is related to the Item and must be referenced in the depositAndFeeRuleId property on the Item entity.

Example: A Deposit And Fee Rule of $0.10 with type: REFUNDABLE_DEPOSIT is created for the US market and has an id: us-010; this id must then be referenced on all Items sold in the US which should provide a deposit amount of $0.10.

Equally a Deposit And Fee Rule for €0.50 might be created for the EU region. This Deposit And Fee Rule should then be referenced for all Items with this deposit amount in the EU.

A Fee like Eco Tax on rubber tires would use type: FEE and have an id: PT-eco-tax which would be referenced on all Items containing a product covered by this Eco Tax.

Types

The type defines what the deposit and fee rule should do.

Type	Description
REFUNDABLE_DEPOSIT	Refundable deposit type is the default. It should be used to for example when bottle deposit for different sized bottles or refundable deposit for electronic items or packaging must be applied to specific Items.
FEE	Fee typically used for additional fees that are applied for every Item sold where the amount is never returned to the customer. For example Eco Tax on rubber tires, where a fixed amount must be collected per tire sold.

Statuses

The Status is used to manage the lifespan of a Deposit And Fee Rule. If a Deposit And Fee Rule is to be active and part of the retail business, it has a status for it called ACTIVE.

Deleted Deposit And Fee Rules are typically kept for historical reasons. An Item Category that has status DELETED is considered no longer in service, and should be ignored by most systems - except for reporting perhaps.

Status	Description
ACTIVE	Active means the entity is active and available for normal operation. It can be used, processed and displayed as expected.
DELETED	Deleted indicates that the entity is deleted and should not be used. It may be displayed but it should never be part of active results or part of business logic unless it actually is to return it to an active state.