Configure Merchant Fees

This outlines How To Configure Merchant Fees in conjunction with the Finalise (#2-30) POS Key in Touch POS.

Subjects ▲ ▼

About
How To?
Troubleshooting

About ▲ ▼

What Is Required?
What To Consider?
When Is It Used?

What Is Required? ▲ ▼

IMPORTANT

Before applying a Merchant fee, it is recommended to review whether the payment provider, pinpad or PC-EFTPOS surcharges by Card rules already apply a surcharge before enabling Merchant fees. Multiple surcharges can apply to the same payment.

Authorised access to Price Level and Media Set-up and Keyboards via the Clerks Security Group screen.
Ensure a surcharge PLU/product exists and is active in every applicable Location with the required tax and reporting configuration. Refer HERE for more information.
The media used by the Finalise (#2-30) POS Key.
Confirmation of whether the payment provider already applies a surcharge.

What To Consider? ▲ ▼

Merchant Fees options

Option	Behaviour
% of Total	Applies the entered percentage to the amount being tendered.
$ Value	Adds the entered fixed value to the tender.
Conditional Charge	Uses the first saved fee band whose inclusive Min and Max values contain the amount being tendered. Each band can apply a Percentage or Value.
Display merchant fees before Finalising	Displays a Yes or No confirmation showing the subtotal, fee and total when a fee will be added. Selecting No abandons that tender attempt.

When Is It Used? ▲ ▼

Merchant fees is a surcharge calculated by Touch POS when a Finalise (#2-30) POS Key is selected. It can apply a percentage, fixed value or conditional fee to the amount being tendered.

Touch POS calculates the fee before an integrated EFT payment request and records it as a separate item/product line using the PLU/product assigned to the selected media.

How To GET STARTED? ▲ ▼

Assign The Surcharge PLU/Product To The Media?
Configure Merchant Fees?
Test Merchant Fees?
Merchant Fees Are Recorded?
Deactivate Merchant Fees?

How To Assign The Surcharge PLU/Product To The Media? ▲ ▼

In Back Office:

Select the Medias tab in the Price Level and Media Set-up screen.
Locate the Media used by the applicable Finalise (#2-30) POS Key.
In it's PLU column, enter the number of the surcharge PLU/product.
Save the changes.

Notes ...

Merchant fees use the PLU/product entered against the Media used. It does not use Card Surcharge PLU configured for the Touch POS EFTPOS peripheral.

If the PLU/product entered is zero or blank, the Merchant fees surcharge is not recorded.

How To Configure Merchant Fees? ▲ ▼

In Back Office:

Locate the Finalise (#2-30) POS Key in the Keyboard Layout using the Designer.
Select the More Settings option to display the Settings screen.
Locate the Merchant Fees section (NOT the EFT tab).
Select % of Total, $ Value or Conditional Charge, whichever is appropriate.
Configure the required fee.
Select Display merchant fees before Finalising option to ensure the Touch POS operator can review and accept the fee before the payment proceeds.
Save the changes.
Send a Full Update is sent to all the Touch POS devices that will be using the POS Key. Refer HERE for more information.

How To Configure A Conditional Charge? ▲ ▼

Select Conditional Charge option in the Settings screen.
Select Set option to open the Conditional Fees screen.
In the Conditional Fees screen select the Add option to add a row to the grid.
Enter the inclusive Min Threshold and Max Threshold amounts.
Select either the Percentage or Value option in the Type column.
Enter the fee value in the Value column.
Add any additional Min Threshold and Max Threshold ranges and place them in the required order. Touch uses the first matching range.
Select OK to save the changes and exit the screen.

How To Test Merchant Fees? ▲ ▼

Use a sale amount that makes a percentage easy to distinguish from a fixed value.
Test full and partial tenders because the fee is calculated from the amount being tendered.
For conditional fees, test the minimum, maximum, a value inside each band and values outside every band.
Confirm the confirmation prompt, Touch POS total, EFTPOS amount, surcharge item/product line and receipt all agree.
Confirm only the intended surcharge is applied.
Where refunds are supported, confirm that the fee is reversed correctly.

How Merchant Fees Are Recorded? ▲ ▼

When the tender succeeds, Touch POS adds the media PLU/product to the order/sale at the calculated fee value.
For integrated EFTPOS, the fee forms part of the amount sent for EFT authorisation.
If the integrated EFT transaction fails, the fee is removed from the running order/sale totals and the surcharge product is not added to the completed order/sale.
Non-EFT Finalise (#2-30) POS Key can also use Merchant fees where the setting is available.

How To Deactivate Merchant Fees? ▲ ▼

For every affected Keyboard.
- For every Finalise (#2-30) POS Key:
  - Set Merchant fees to zero.
  - Remove or disable Conditional Charge configuration where applicable.
- Save the changes.
Send a Full Update is sent to all the Touch POS devices using the Keyboards changed. Refer HERE for more information.
Test to ensure the Merchant fees are no longer applied.