During a Sale

How to Activate Surcharging

Surcharging relates to adding or subtracting a fixed percentage or dollar amount to each product added to the sell screen within a scheduled period and register.

Typically this surcharging method is used to increase their sell prices on a public holiday or after hours. It could also be useful for stores that want to discount all products for happy hour.

Surcharging for a payment method is handled through the integrated payment method provider such as Linkly or Tyro and is not covered in this article.

 

Setting up Surcharging

Surcharges are defined per-register and are set per-day. Different surcharge rates can be setup for different times and days.

  1. Open the Menu
  2. Select Setup
  3. Select Surcharging
  4. Press the Select Register and select the register you wish to activate surcharging on
  5. Select Add Schedule
  6. Enter the Start Time and the End Time
  7. Name your surcharge (by default this is Surcharge).
  8. Select whether the Surcharge Type should be a Percentage of the total sale price or a Fixed dollar amount
  9. Specify the tax rate that should be used for the surcharge
    • In Australia, surcharging attracts GST
  10. Select Add Surcharge
  11. Enable the Schedule Active toggle if you would like the scheduled period(s) for the selected register to be active for surcharging
  12. Select Save located at the bottom right of the screen to complete the surcharge set-up

If you have multiple registers, you will need to select Add Schedule for each register and make each Schedule Active if required.

 

Remove or Edit a Surcharge

  1. Open the Menu
  2. Select Setup
  3. Select Surcharging
  4. Press the Select Register and select your register
  5. You can either select Remove Surcharge or edit the details and select Modify to update your changes

Note: Schedules and the Schedule Active toggle is unique for each register. 

 

For further information regarding how Surcharging will react in each situation within the sell screen please read our Surcharging Frequently Asked Questions article.