Add A Surcharge

This outlines How To Add A Surcharge in Back Office.

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Subjects      ▼

• What Is Required?
• How To Add A Surcharge?

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What Is Required?      ▲ ▼

• A Surcharge PLU exists. Refer to How To Add A Surcharge PLU for more information.
• The appropriate Clerk Security Group permissions required to add and edit Surcharges in Back Office.

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How To Add A Surcharge?      ▲ ▼

Do as follows:

• In Back Office:
  • Locate and access the Surcharges Setup screen.
  • Confirm that a Surcharge does NOT already exist and can be used for the purpose intended.
  • To add a new Surcharge:
    • In the Surcharge Setup screen, select the New button. This will result in the Surcharge Setup Edit screen being displayed.
    • Enter an appropriate Name for the Surcharge in the Name field.
    • If the Surcharge is to only be applied to a Family of Products, then select the appropriate Family using the Family selection button.
    • Using the Assigned PLU selection button, select the Surcharge PLU to be assigned to the new Surcharge.
    • Select the Enabled option.
    • If the Surcharge it to be enabled an available via the Web API, then ensure the Web Enabled option is selected.
    • Configure the Dates/Times the Surcharge will be active.
    • Ensure any Filters required are configured as is appropriate.
    • Configure the Surcharge Settings required for the new Surcharge.
    • Consider any Taxes to be applied to the new Surcharge.
    • Select the Save button to save the changes.
    • Select the Close button to exit the Surcharge Setup Edit screen.
  • The new Surcharge should now be listed in the Surcharges Setup screen.

End of article.      ▲