Surcharge (Service Charge) Operation

 

Touch > Function Surcharge (#80) and Clear All Surcharges (#23) POS Keys

 

Description

 

This feature is used to apply a Surcharge (Service Charge) to a sale at the SwiftPOS Touch terminal.
 

To Be Considered

 

  1. If required, restricting access to these POS Keys can be managed by Clerk Security.
  2. 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 button in the Sales settings.
  3. Surcharges (Service Charges) are applied to all applicable items in a sale when:

    1. Auto Apply is not selected.
    2. Or, if all Surcharges (Service Charges) have been cleared from a sale using the Clear All Surcharges POS Key.


  1. The Surcharge (Service Charge) is calculated based on the gross value of 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.
  2. To apply a Surcharge (Service Charge) on a sale that already has a Surcharge (Service Charge) on it, then first clear all existing charges by selecting the Clear All Surcharges POS Key. Otherwise a Surcharge (Service Charge) will be charged on top of the existing charge.

 

Pre-Requisites

 

  1. Ensure the Function Surcharge and Clear All Surcharges POS Keys are added to the appropriate Layout using the Keyboard Designer.
  2. Predefined Surcharges are setup in the SwiftPOS Back Office here.

 

Operation

 

  1. Apply a Surcharge (Service Charge) to a sale item


    1. At the SwiftPOS Touch terminal, sell multiple items.
    2. Select one of the items in the sales grid, and then select the Surcharge POS Key.
    3. A Surcharge Amount will appear in the sales grid, below the selected item. If no Surcharge is applied, then more than likely the item does not qualify. Refer to the Surcharge Setup in the SwiftPOS Back Office.
    4. Repeat for any other items as required.
    5. Finalise the sale.


  1. Apply a Surcharge (Service Charge) to an entire sale


    1. At the SwiftPOS Touch terminal, sell multiple items.
    2. Select Subtotal POS Key.
    3. Select the Surcharge POS Key.
    4. A Surcharge Amount will appear in the sales grid, above the Subtotal. The amount charged will only be based on those items that qualify. Refer to the Surcharge Setup in the SwiftPOS Back Office. Note : If staff find it difficult to remember to press the Subtotal POS Key first, then we recommend using a Multi Link (Macro) POS Key.
    5. Finalise the sale.


  1. Clear all Surcharges (Service Charges)


    1. Once Surcharges (Service Charges) have been applied to a sale, select the Clear All Surcharges POS Key to remove the applied charges. Note : The Clear All Surcharges POS Key only works with Predefined Surcharges, and not when Predefined Discounts are used.

 

Surcharge POS Key Settings

 

 

This screen is accessed from here.

 

  • Predefined Surcharge - Select to enable the drop down list and select a predefined Surcharge.  Predefined Surcharges are setup in the SwiftPOS Back Office here.
     

Note : This is the recommended way to setup Surcharges (Service Charges).


  • Custom Surcharge - This should only be selected if it is already in use.
     

Note : This is a legacy setting and is not recommended. Use the Predefined Surcharge setting instead.

  • PLU Number - You must assign an Open Priced PLU to the key. This could be in a Non-Sale Category if you don't want to record surcharges in the SwiftPOS Back Office. (Tips)
  • $ Value - Enter the value here
  • Percentage - Enter the percentage here
  • Include Instructions - If your instructions sometimes include prices, you can apply the surcharge to these as well. (E.g. Side Salad for additional $4)
  • New Table Items Only - If items are charged to tables then the surcharge is applied to the new items only.
  • Selected Categories - Select the list of Categories here that you want the Surcharge applied to.


  • OK - Select to save any changes and exit.
  • Cancel - Select to exit without saving.

 

Surcharge Settings

 

Surcharges (Service Charges) can be setup in a number of ways:

 

  1. Using a Predefined Surcharge and a Surcharge POS Key

 

  1. In SwiftPOS Back Office using Surcharge Setup, create a Surcharge. Make sure the Auto Apply option is not selected.
  2. Ensure the Function Surcharge POS Key is added to the appropriate Layout using the Keyboard Designer.
  3. Select the Predefined Surcharge option and select the Surcharge created in step 1 from the drop down list. Note : Using this option means the Surcharge (Service Charge) will only be applied to the item currently selected in the sales grid (ie. if it qualifies (refer to the Surcharge Setup in the SwiftPOS Back Office)). To apply the charge to the entire sale make sure the Subtotal POS Key is selected before applying the Surcharge (Service Charge). Alternatively, to do this all with one POS Key, make use of the Multi Link POS Key. An example of this is below:
     


  1. Using a Predefined Surcharge and Automatically Applying it


    1. In SwiftPOS Back Office using Surcharge Setup, create a Surcharge and make sure the Auto Apply option is selected.
    2. This will ensure that the Surcharge (Service Charge) will be automatically applied to those items that qualify, without having to select a Surcharge POS Key.


  1. Using a Predefined Discount and a Discount POS Key

 

Note : The Clear All Surcharges POS Key will not function when using this option.

  1. In SwiftPOS Back Office using Discount Setup, create a Discount and name it as either a Surcharge or Service Charge. Make sure the Auto Apply Discount option is not selected.
  2. Ensure the Percentage to be charged is entered as a negative value. For example -10.00%.
  3. Ensure the Enabled option is selected.
  4. Ensure the Function Discount POS Key is added to the appropriate Layout using the Keyboard Designer.
  5. Select the Pre Defined option and select the Discount created in step 1 from the drop down list. Note : Using this option means the negative Discount (Surcharge (Service Charge)) will only be applied to the item currently selected in the sales grid (ie. if it qualifies (refer to the Discount Setup in the SwiftPOS Back Office)). To apply the charge to the entire sale make sure the Subtotal POS Key is selected before applying the Surcharge (Service Charge). Alternatively, to do this all with one POS Key, make use of the Multi Link POS Key. Refer to the example above and instead of adding the Surcharge function (LinkID 80) replace it with the Discount function (LinkID 6). OR, ensure the setting Apply Discount as a Sale Discount setting is selected. This will mean the Surcharge (Service Charge) applied will appear above the Subtotal in the sales grid as a positive Sale Discount amount.


  1. Using a Predefined Discount and Automatically Applying it


    1. Note : The Clear All Surcharges POS Key will not function when using this option.
    2. In SwiftPOS Back Office using Discount Setup, create a Discount and make sure the Auto Apply Discount option is selected.
    3. This will ensure that the negative Discount (Surcharge (Service Charge)) will be automatically applied to those items that qualify, without having to select a Discount POS Key.

 

Related Topics

 

  1. POS Configuration Index - Sales Configuration
  2. POS Operation
  3. POS Operation Index - Sales Features
  4. Touch Toolbar and Tools
  5. Surcharges
  6. Terminal Settings

 

Published 28 Mar 2024