How to Set Up a Date-Based Surcharge

Step 1: Access the Configuration Menu

1. Navigate to the Setup menu located on the right-hand side of the interface.
2. Select Configuration from the options.

Step 2: Create a New Surcharge

1. On the left-hand side, click on Sundry Name and then press New.
2. Name the surcharge (e.g., Public Holiday Surcharge).
3. Press Done to save the surcharge name.

Step 3: Define Surcharge Details

1. Select Sundry Type as Date Surcharge.
2. Specify whether the surcharge is a:
   • Percentage (e.g., 15%) or
   • Fixed amount.
3. (Optional) Set conditional limits:
   • Apply the surcharge only if the sale total is less than or greater than a specified amount.
4. Define what the surcharge applies to (e.g., products, services, or both).
5. Select the days the surcharge applies to:
   • For example, choose Public Holidays or Sundays.
6. Press Save and then Done.

Step 4: Mark Public Holidays in the Roster

1. Go to Tools > Roster.
2. Locate and select the relevant date(s) on the calendar.
3. Enter the holiday name and tick the box for Public Holiday.
4. Press Done to save the changes.

Step 5: Verify the Surcharge in Point of Sale (POS)

1. On a designated surcharge date, go to the POS system.
2. Perform a sample checkout:
   • The surcharge should automatically apply to the transaction.
3. Complete the sale as usual by processing the payment and rebooking if necessary.

Key Takeaways

• You can customize surcharges to apply on specific days or under defined conditions.
• Properly marking public holidays in the roster ensures seamless surcharge application.
• Verify setup by simulating a transaction on the applicable date.