Surcharges


As the name suggests, Surcharge is an additional charge or fee or tax added to the cost of services or goods. Surcharge is added to an existing tax and may not be included in the price of the goods or services. It may be a temporary charge to defray the cost of increased goods/service pricing or it may be a permanent charge.




Adding a Surcharge


1.  Navigate to INTEGRATION > POINT OF SALE > Your POS Store.

2.  Click Surcharge option in the left navigation menu.


The Surcharge page will be displayed.



3.  Click +Surcharge button.


The Add Surcharge to POS dialog box will be displayed.




4.  Enter the name of the Surcharge that will be shown in the POS, in the Name text box.

5.  Select the type of the Surcharge from the Type dropdown list. There are two types of surcharges:


  • Percentage – This calculates the surcharge in percentage of the total amount of the invoice in the POS.
  • Amount – This adds a fixed amount to the total amount of the invoice in the POS.


6.  Based on the type of the surcharge, enter the value to be calculated/added in the Value field.

7.  Specify whether or not the surcharge amount will be refunded on exchange or return of item in the Refund Surcharge field.

8.  Specify whether or not the surcharge is active in the POS.

9.  Click Add.


The new surcharge will be successfully added and you can view that the Surcharge is shown in the POS Grid.

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Editing a Surcharge


1.  To edit a surcharge, click the field of the surcharge you want to edit. 


You can do in-line editing in the fields.




2.  Make the necessary changes and then press Enter. 


The changes you made will be saved.

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Deleting a Surcharge


1.  To delete a surcharge, click on the Delete icon in the row of the surcharge you want to delete. 


A confirmation box asking you to confirm the deletion of the surcharge will be displayed.



2.  Click Yes to delete the surcharge.

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Applying Surcharge to a Credit Card Sale



1.  Click https://pos.dearsystems.com and login to DEAR POS.



2.  Enter the name of the DEAR POS Outlet in the DEAR POS Name field.
3.  Enter the Login ID and Password in the respective fields.

4.  Click Login


The Sell page will be displayed.



5.  Search for the product that you want to sell in the Search for products... field.

6.  Click the required product to add it to your sale.



7.  Click Pay


The Sale Summary page will be displayed.


8.  Click Credit Card. The dialog box to select the surcharge fee will be displayed.

9.  Select the surcharge that you want to add to the sale. 


The payment will be completed with the surcharge being applied to the sale and the Sale Summary page will be displayed.


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Viewing Sale History

 

1.  To view the sale history, navigate to the menu icon on the top left corner > Sell > Sales History. 


The Sales History page will be displayed, with the total surcharge amount applied to each sale.


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Refunding Surcharge for Return of Products


1.  Navigate to the menu icon  on the top left corner > Sell > Sales History. 


The Sales History page will be displayed.


 

2.  On the left column, select the sale from which you want to return products.

3.  Click Return


The Add a customer to the sale window will be displayed.


4.  Select a customer name from the existing customers list or add a new customer on the go. 


The Refund page will be displayed.


5.  Check the box to select the product that you want to return and then click Refund If the surcharge is refundable (specified while creating a surcharge), the cost of the product along with the surcharge amount is refunded to the customer. If the surcharge is not refundable, only the cost of the product is refunded to the customer without the surcharge amount. 


The Refund is successfully completed window will be displayed.


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Viewing Surcharge Report


1.  Navigate to the menu icon  on the top left corner > Reports > Surcharge Report. 


 


2.  The Surcharge Report page that shows all surcharges charged to customers in the outlet will be displayed.


 

3.  Select the outlet for which you want to view the surcharges from the Outlets drop down list.

4.  Select the period for which you want to view the surcharges in the From Date and To Date fields.


The Surcharge Report for the selected outlet and period will be displayed.



NOTE To export the Surcharge Report, in .csv format, click Export.


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Emailing Surcharge Report


1.  To email the Surcharge Report, click Email


The Email report dialog box will be displayed.




2.  Enter the email address to which you want to email the report to in the Email field.

3.  Enter the subject for the email in the Email Subject field. 

4.  Click Send Email.


The Surcharge Report will be emailed. 


NOTE : 


1.  To view the DEAR POS menu, click on the menu icon on the top left corner of the page.
2.  To go to the sale register, click on the R icon  on the top right corner of the page.


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Viewing Surcharges in Register Closure Report


1.  Navigate to the menu icon  on the top left corner > Reports > Register Closure.




2.  The Register Closure page will be displayed.



3.  Select the outlet for which you want to view the surcharges from the Outlets drop down list.

4.  Select the period for which you want to view the surcharges in the From Date and To Date fields. 

5.  Click Refresh. 

The Register Closure Report for the selected outlet and period with the surcharges will be displayed.

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