Add A Surcharge

Back Office - How To

This outlines How To Add A Surcharge in Back Office.

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.

In Back Office do as follows:

Locate and access the Surcharges Setup screen.
Confirm that a Surcharge does NOT already exist and can be used for the purpose intended.
In the Surcharge Setup screen, select the New option to display 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 option.
Using the Assigned PLU option, select the Surcharge PLU to be assigned to the new Surcharge
Select the Enabled option.
If the Surcharge it to be enabled and 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 Save to save the changes.
Select the Close to exit the Surcharge Setup Edit screen.
The new Surcharge should now be listed in the Surcharges Setup screen.

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