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Surcharge (#80)

Touch - POS Keys

 

pos-key-surcharge-80-1

 

This provides an overview of the Surcharge (#80) POS Key.

 

Subjects      ▲ ▼

 

About      ▲ ▼

 

What Is Required?      ▲ ▼

  • Swiftpos v10+
  • Ensure this POS Key is added to the appropriate Keyboard Layout using the Designer. Refer HERE for more information.
  • Ensure a Surcharge is configured in Back Office HERE.

 

What To Consider?      ▲ ▼

  • If required, access to this POS Key can be restricted by the Clerk Security feature.
  • The description of the Surcharge (Service Charge) displayed in the sales grid can be customised. This can be done by selecting the Surcharge/Service Charge Display option in the Sales settings.
  • Surcharges (Service Charges) are applied to all applicable items in an order/sale when:
    • The Auto Apply option is not selected.
    • Or, if all Surcharges (Service Charges) have been cleared from an order/sale using the Clear All Surcharges (#23) POS Key.
  • The Surcharge (Service Charge) is calculated based on the gross value of orders/sales and not the net value (after discounts, etc.). This feature does not offer a reduced Surcharge (Service Charge) on Discounts or Mix n Match promotions.
  • To apply a Surcharge (Service Charge) on an order/sale that already has a Surcharge (Service Charge) on it, then first clear all existing charges by selecting the Clear All Surcharges (#23) POS Key. Otherwise, a Surcharge (Service Charge) will be charged on top of the existing charge.

     

    When Is It Used?      ▲ ▼

    Used to apply a Surcharge (Service Charge) to items/product in an order/sale, or to an entire order/sale in Touch POS.

     

    How To?      ▲ ▼

         

        GET STARTED?      ▲ ▼

        • Review About and ensure the steps outlined HERE are addressed.
        • In Keyboard Designer, ensure the Surcharge (#80) POS Key is added to a Layout.
        • Ensure it is given an appropriate Caption. For example, 15% Public Holiday Surcharge.
        • Select the More Settings option to display the Settings screen and configure the POS Key as required.
        • Once configured, ensure a Full Update is sent to all the Touch POS devices that will be using the POS Key. Refer HERE for more information.

         

        Screens      ▲ ▼

         

        Settings Screen      ▲ ▼

         

        tpos-pos-keys-surcharges-80-2-1

         

        To access, select the More Settings option in Keyboard Designer. Used to configure the settings for this POS Key.

        • Predefined Surcharge - Select to enable the drop-down list and select a surcharge. Refer HERE for more information.
        •  Custom Surcharge - This is a legacy option and is no longer recommended. Use the Predefined Surcharge option instead.
          A Custom surcharge is used directly on the POS key and does not use a Back Office Surcharge.

          Configure the applicable:

          • PLU Number.
          • $ Value or Percentage.
          • Category filter.
          • New Table Items Only setting.

          A percentage surcharge is calculated from the qualifying lines. A $ Value applies the configured amount once.

         

        End of article      ▲