Q. Why is a charge in my order not recalculating or updating automatically?
A. Charge recalculation failure is typically caused by a specific workflow status or a missing prerequisite. Addressing these points systematically will resolve most automatic recalculation issues.
1. Check Order Status and Recalculation Setting
The first step is to confirm the order is eligible for automatic charge recalculation:
Ensure the 'Recalculate price if order changes' setting is active on the order detail page. If this is set to 'DONT recalculate price if order changes', the price will not update regardless of any changes.
Finalised Statuses: Orders that are 'Ready to invoice', 'Invoice posted', or previously cancelled are automatically set to 'Don't recalculate price if order changes'. To apply new pricing, this status must be manually overridden on the order.
2. Verify Pricing and Rate Card Conditions
If the status is correct, the issue is likely rooted in the rate card configuration or the data flow:
Manual Charges: If a charge is configured as manual, it will not automatically recalculate. The user will need to change the price manually.
Conditional Charges: If a charge is configured as conditional, it will only show a price or recalculate if the condition is met. For instance, if a surcharge has a condition that the order needs to have 5 stops to be effective, and the number of stops is currently below that minimum, the surcharge will not recalculate.
Outdated Orders: When updating rate card charges, orders older than one month are not automatically updated. By default, only recent, non-invoiced orders auto-recalculate; older ones are marked as outdated unless a bulk or manual recalculation is run .
📚 For more details, see our articles on calculation methods and manual price recalculation for older orders.
3. Postcode Zone Changes Not Applied
If the price list is configured with postcode zones as metrics, changes made within the postcode zone configuration will not automatically trigger an update in the price list, and consequently, the orders will not update.
To push the changes from the updated postcode zones to your price lists and subsequently to applicable orders, the following action is required:
Trigger an Update: Go into the relevant price list and simply click Save. This action manually triggers an update, which will then flow to the orders where the charges are applicable.