IMPORTANT
This screen configures order/sale surcharges. It does not configure card payment or EFTPOS surcharges. Refer to HERE for more information.
Subjects ▲ ▼
About ▲ ▼
What Is Required? ▲ ▼
- The appropriate Clerk Security Group permissions required to add and edit Surcharges in Back Office.
- The appropriate Clerk Security Group permissions required to add and edit Families in Back Office.
- A Family if items/products the are eligible for the surcharge to be applied to.
- The appropriate Clerk Security Group permissions required to add and edit Surcharges in Back Office.
- A Surcharge PLU. Refer to HERE for more information.
What To Consider? ▲ ▼
- Once configured, ensure a Full Update is sent to all the Touch POS devices that will be used to apply the Surcharge. Refer HERE for more information.
When Is It Used? ▲ ▼
Used to create and configure order surcharges that can be applied to eligible items/products in an order/sale. For example, public holiday, service and corkage surcharges.
Screens ▲ ▼
Surcharge Setup Screen ▲ ▼
To access, select Surcharge Setup option in the Vouchers/Discounts menu.
Grid Section
The grid displays a list of Surcharges along with their ID, Name, Start Date, End Date, Start Time, End Time, Auto Apply, Enabled and Web Enabled indicators.
Footer Section
- New - Select to open the Surcharge Edit screen to create a new Surcharge.
- Edit - Select to open the Surcharge Edit screen to edit the selected Surcharge.
- Delete - Select to remove the selected Surcharge.
- Move Top/Bottom or Up/Down - Select to re-order the surcharges listed in the grid. The order determines how the surcharges are applied. That is, the first Surcharge listed is applied first, then the second and so on.
Notes ...
Avoid configuring multiple overlapping Auto Apply surcharge rules for the same items/products and active period. The displayed list order should not be relied upon as the sole method of determining which overlapping surcharge will apply.
- Close - Select to exit.
Surcharge Setup Edit Screen ▲ ▼
To access, select either the New or Edit buttons in the Surcharges Setup screen.
- Name - Displays/Enter the name of the Surcharge. A maximum of 50 characters is allowed to be entered.
- Family - Select to open the Search Families screen to select the Family of items/products eligible for the surcharge. To apply a Surcharge to ALL items/products enter a zero (0) in this field. This will result in the ALL Family being selected.
- Assigned PLU - Select to open the Search Products screen to select the Product the Surcharge will be assigned to.
- Enabled - Select to ensure the surcharge is enabled and availabe to be applied in Touch. An enabled rule can be selected by a Predefined Surcharge POS key even when Auto Apply is cleared.
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Enabled – Select to make the surcharge rule available for use. An enabled rule can be selected in the drop-down list of the Predefined Surcharge option of the Surcharge (#80) POS key's settings, even when an Auto Applied surcharge is cleared using the Clear All Surcharges (#23) POS Key.
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Web Enabled - Select to ensure the Surcharge is activated and enabled to be applied in OrderAway and TouchMini v2 via the Web API.
Notes ...
For an up to date overview of the availability of features in relation to orders/sales placed and/or Vouchers redeemed, refer HERE.
Displays/Set the period the Surcharge is active. This is done by setting the following:
- Start/End Dates - Select the overall period for which the Surcharge will apply.
- Start/End Times - Select the Start/End time in which the Surcharge will be applied on the Days selected.
- Days - Select the Days on which the Surcharge will be applied.
Notes ...
Surcharges will ONLY be applied between the Start/End Times set and ONLY on the Days selected and ONLY if those Days fall within the Start/End Dates.
Use the Filters as required to further restrict the application of the selected Surcharge.
- Price Levels - Select to limit the application of the Surcharge to the Price Level selected. The default is all.
- Locations - Select to limit the application of the Surcharge to the Location(s) selected. No Locations selected represents all Locations.
- Member Only - Select to ensure the rule is only triggered when an order/sale is placed by a Customer/Member.
- Classifications - Only available when the Member Only option has been selected. Select to limit the application of the Surcharge to the Classification selected. The default is all.
- Age Range - Only available when the Member Only option has been selected. Used to restrict the application of a Surcharge to an age range. For example, Senior Citizens - A Venue may decide NOT to apply the Surcharge to Customers/Members whose age is 65+. To do this they would configure a range from 0 to 64.
Surcharge Settings Section ▲ ▼
Determines the type and value of Surcharge to be applied.
- Auto Apply - Select to ensure the Surcharge is applied automatically when all the conditions (Family, Locations, Price Levels, Member, etc) are met. That is, a Surcharge (#80) POS Key does not need to be selected. When an Auto Applied surcharge is cleared using the Clear All Surcharges (#23) POS Key, an enabled surcharge can still be applied using a Surcharge POS key configured as Predefined Surcharge.
- Offer Surcharge Options - Select one of the following options:
- Surcharge Value - Select to specify the dollar amount to be applied as the Surcharge.
- Surcharge Percentage - Select to specify a percentage of the value of the items/products that qualify. to be applied as the Surcharge
Determines the Taxes to be applied to the Surcharge incurred in an order/sale.
- Surcharge Tax On Items Only - Select to ensure the Surcharge applied to Items/Products is also Taxed. Once selected, select 1 or more of the 4 Taxes available.
- New - Select to Add a new Surcharge.
- Save - Select to save changes.
- Undo - Select to undo changes made.
- Close - Select to exit.
End of article ▲