Overview
The surcharge feature in the POS is designed to add an additional fee to a transaction when a customer uses a credit or debit card for payment. Below are the key components involved in setting up and managing the surcharge in the POS configuration under General Menu:
Surcharge percentage value %
- This is the rate at which the surcharge is calculated. It is a percentage of the total transaction amount, and it determines how much extra the customer will pay when using a credit card.
- This term typically refers to the actual dollar amount that is added to the transaction as a result of the surcharge percentage.
- Example:
- If the total transaction on a credit or debit card is $100 and the surcharge rate is 2%, the surcharge amount would be $2. This means the customer will pay a total of $102, including the fee.
- If the customer splits the payment with 50% on card and 50% in cash, only the 50% paid by credit/debit will incur a 2% charge.
- Example:
Surcharge attribute name
- This is an attribute custentity_xxxx_cust_ccsurcharge_exempt that the system uses to detect whether the customer will incur a surcharge fee. This information comes from NetSuite with a value true or false.
- False - the customer will get a surcharge fee
- True - the customer will not get a surcharge fee
- How to know if the customer has the surcharge attribute.
Surcharge product value
- This is the specific product code assigned to the surcharge within the system. It represents the surcharge as a distinct product in the transaction. This allows the surcharge to be tracked, reported, and managed like any other product in the system.
- This product will automatically be added to the shopping cart if the customer has the attribute value FALSE and is paying by card. As a result, they will be charged a fee based on the percentage value of the card transaction.
