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Add A Surcharge PLU / Product

Back Office - How To

This outlines How To Add A Surcharge PLU/product in Back Office.

 

Subjects      ▲ ▼

 

What Is Required?      ▲ ▼

  • Authorised access to add/edit items/products in Back Office via the Clerks Security Group screen HERE.

  • Before creating an item/product check whether a dedicated Surcharge item/product already exists. In Product Records, search for descriptions such as:

    • Surcharge
    • Card Surcharge
    • Merchant Fee
    • Service Fee

    Reuse an existing item/product only when its tax, reporting and Location configuration is appropriate for the intended surcharge.

 

How To Add A Surcharge PLU/product?      ▲ ▼

In Back Office, do as follows:

  • Locate and access the Product Records screen.
  • Confirm that a surcharge item/product has NOT already been created. To do this, do as follows:
    • In the Product Search Filters section enter the text Surcharge, Merchant Fee or Service Fee in the Description field.
    • Select the Apply option.
      • If items/products are returned, identify which one of these can be used for the purposes of a surcharge item/product, if any.
        • If an item/product already exists, then confirm it's its tax, reporting and Location configuration is appropriate for the intended surcharge. Note the PLU number of the one that is found to be appropriate, so that it can be used when configuring surcharges.
        • If no item/product was identified, then continue as per below.
  • To add a surcharge item/product, do as follows:
    • Select the New option to add a new item/product. This will result in the Product Full Edit screen being displayed.
    • Using the example below, configure the surcharge item/product and ensure the Save is selected to save the changes.

 


 

  • To add a surcharge item/product continued ...
    • Give it an appropriate Description. For example, Card Surcharge or Public Holiday Surcharge.
    • Ensure the appropriate Report Group is selected.
    • Ensure the item/product the Active option is selected for all Locations that will be applying the surcharge.
    • Ensure the item/product is assigned to a Sell Category that is configured with the appropriate tax configuration.
    • Save the new item/product.

 

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