Surcharge Workflow - Erply Wiki

Overview

This workflow outlines how surcharges are calculated, applied, tracked, and managed for credit/debit card payments.

This refers to the surcharge configuration that is applied across a specific client or customer base. The settings are designed to a particular client code, which means that all transactions associated with this client code will follow the specified surcharge rules.

Definition: This is the percentage rate that will be added to the total transaction amount when a customer uses a credit card or debit card.
Example: If the surcharge percentage value is set to 2%, and the total bill is $100, an additional $2 will be charged as a surcharge, making the total $102.
Configuration: This percentage is configurable.

Definition: This attribute is used to determine whether a particular customer should be exempt from the surcharge. It is a specific field (e.g., custentity_xxxx_cust_ccsurcharge_exempt) associated with a customer’s profile.
Function:
- If the attribute is set to true, the customer is exempt from the surcharge.
- If the attribute is set to false, the surcharge will apply when the customer pays using a credit card.
How to know if the customer has the surcharge attribute.

Definition: This refers to the product code that represents the surcharge in the system. The surcharge is treated as a specific product or item within the transaction, which allows it to be tracked and reported separately.
Function: When a surcharge is applied, it is added to the transaction as this specific product. This product code helps in accounting that the surcharge is correctly documented in the transaction history.
Example: If the product code for the surcharge is Credit Card Surcharge, this code will appear on the sales receipt as a separate line item with the surcharge amount.

The surcharge is automatically added to the transaction if the customer pays with a credit card or debit card, and if their profile does not have the exemption attribute set to true.

The surcharge is non-refundable, meaning if the customer returns an item and receives a refund, the surcharge amount will not be refunded.

Customer pays part of the amount in cash and the rest by card. The surcharge fee applies only to the card payment, not the total payment.

Customer Action: Walks into the store and adds products totaling $100 to the basket.
Cashier Action: Processes the split payment of $50 in cash and $50 by card.
Surcharge: A 1% surcharge applies only to the card payment ($50 x 0.01 = $0.50). Assuming that the surcharge rate is 1%.
Print the receipt showing the breakdown of payments and the surcharge applied only to the card transaction.