Add A Surcharge
Back Office - How To
This outlines How To Add A Surcharge in Back Office.
Subjects ▲ ▼
About ▲ ▼
What Is Required? ▲ ▼
- Refer HERE for what is required in Back Office.
- Refer HERE and HERE for what is required for Touch POS.
How To? ▲ ▼
How To Add A Surcharge? ▲ ▼
In Back Office do as follows:
- Locate and access the Surcharges Setup screen.
- Confirm that a Surcharge does NOT already exist and is configured 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.
- Ensure the Auto Apply option:
- Is SELECTED, to ensure the surcharge is automatically applied to those items/products that qualify.
- Is NOT SELECTED, to ensure the Surcharge (#80) POS Key is selected to apply the 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.
End of article ▲