This outlines How To Add A Surcharge in Back Office.
Subjects
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.
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.
This completes HOW TO ADD A SURCHARGE in Back Office.