Surcharge & Levy Manager

Surcharge & Levy Manager

New to 2605.1, the Surcharge & Levy Manager allows for multiple automatic surcharges to be applied to transactions performed in Retailer, based on various criteria.
This can be used for Fuel and Environmental levies, After Hours or Call Out fees and Public Holiday surcharges.
NotesThis is separate to Surcharges by Payment Type. See EFTPOS Surcharges

Activate the Surcharges & Levies Module

To use the Surcharges & Levies feature, the Surcharges & Levies module must be enabled. To check this:
  1. On the top menu bar of Retailer, click on Help → Register.
  2. The Surcharges & Levies tick-box needs to be ticked. If it isn't, Email support@towersystems.com.au
  3. If you cannot see the tickbox, Update Retailer to the latest version.

Setup

Idea
In a rush? Check out the Quick Setup Guide section below that covers only the minimum steps.
You can always edit the additional options later
To Setup a Surcharge or Levy:
  1. From the Main Screen of Retailer, click Setup → General.
  2. Click the Surcharge Levies tab.
    The following Surcharge/Levy templates are included, but Disabled by Default:
    1. After Hours / Call Out Fee
    2. Environmental Levy
    3. Fuel Levy
    4. Public Holiday Surcharge
    5. Small Order Surcharge
  3. To create a new Surcharge/Levy, click Add New in the bottom left, the Surcharge/Levy Settings will open.
  4. To edit an existing Surcharge/Levy, select the Surcharge/Levy then click Edit in the bottom left, the Surcharge/Levy Settings will open.

Surcharge/Levy Settings

The following settings are available for a Surcharge/Levy:
  1. Identification
    1. Name: The name of the Surcharge/Levy.
    2. Short Code: The Short Description to show on Receipts/Invoices (requires Setup > System > Receipts, Receipt Type = Short Description)
    3. Department: The department the Surcharge/Levy should appear under for End of Shift and Reporting purposes.
  2. Rate
    1. Type
      1. Percentage: Apply a percentage based on Sale Total, Department total or specific item total.
      2. Flat Amount: Apply a Flat Amount.
      3. User Defined: Enter an amount at time of sale.
    2. Default Rate: The percentage or amount of the Surcharge/Levy
  3. Override & Compliance
    1. Allow Rate Override: Allow a Surcharge/Levy amount to be edited or removed at time of sale.
    2. Require ACL acknowledgement before enabling: Untick to hide the Australian Consumer Law warning when enabling the Surcharge/Levy.
  4. Application
    1. Auto-apply at POS When
      1. Always
      2. Below Minimum Order Value
      3. Above Minimum Order Value
    2. Apply to Freight
      1. Included in Freight Total
      2. Separate Line
    3. Min. Order Threshold: Minimum Order Value for the 'Auto-apply at POS When' setting
    4. Levy Basis
      1. Full Sale Total: Calculate Levy based on Sale Total
      2. Matching Items Only: Calculate Levy based on Total of items from Linked Departments and Linked Stock Items (see 7 and 8)
    5. Active From: Start Date of the levy. Can leave blank.
    6. Active To: End Date of the levy. Can leave blank.
  5. Apply to Screens
    1. POS: Apply Surcharge/Levy to transactions performed in Point of Sale.
    2. Quote: Apply Surcharge/Levy to transactions performed in Quote and Invoice Management.
    3. Freight: Coming Soon
  6. Triggers
    1. Public Holiday only
    2. After Hours window, From and To
    3. Days of Week
  7. Scope - Linked Departments: Only apply Surcharge/Levy to items from selected Department(s). Requires Levy Basis in Point 4 to be 'Matching Items Only'
  8. Scope - Linked Stock Items: Only apply Surcharge/Levy to selected stock items. Requires Levy Basis in Point 4 to be 'Matching Items Only'
  9. Enabled: Tick to Enable the Surcharge/Levy

Apply Surcharge/Levy in POS

Each Surcharge/Levy must have 'POS' ticked under Apply to Screens within the Surcharge/Levy settings.
  1. Add the Products and Customer (if applicable) to the Point of Sale screen as normal
  2. End the Sale as you normally would
    1. Click Subtotal POS Button or press F2 on keyboard
    2. Click End Sale POS Button or press END on keyboard
    3. Click Quick Tender Eftpos POS Button
    4. Click Quick Pay Cash POS Button
  3. If a Surcharge/Levy is triggered for this sale, the 'Surcharges Apply to this Sale' prompt appears.
  4. If the Surcharge/Levy has 'Allow Rate Override' enabled, the Surcharge/Levy amount can be edited or removed using the Trash 🗑️ button
  5. Click Proceed to take payment for the sale or click Cancel to return to the POS Screen.

Apply Surcharge/Levy in Quote and Invoice Management

  1. Create a Quote or Proforma.
  2. After clicking Save, the 'Surcharges Apply to this Sale' prompt appears if a Surcharge/Levy is triggered for this Quote/Proforma.
  3. If the Surcharge/Levy has 'Allow Rate Override' enabled, the Surcharge/Levy amount can be edited or removed using the Trash 🗑️ button
  4. Click Proceed to save the Surcharge/Levy to the Quote/Proforma.

Quick Setup Guide

Below are the minimum steps required to setup a Fuel Levy:
Percentage of entire sale
Apply a Levy percentage to all Sales.
  1. From the Main Screen of Retailer, click Setup → General.
  2. Click the Surcharge Levies tab.
  3. Double click the 'Fuel Levy' template.
  4. Under Rate, the Type will default to Percentage. Enter the Levy percentage in the 'Default Rate' box.
  5. Under Application, tick 'Auto-Apply at POS'
  6. Tick 'Enabled' in the bottom left.
  7. Click Save.
Flat Rate per sale
  1. From the Main Screen of Retailer, click Setup → General.
  2. Click the Surcharge Levies tab.
  3. Double click the 'Fuel Levy' template.
  4. Under Rate, change the Type to Flat Amount. Enter the Levy amount in the 'Default Rate' box.
  5. Under Application, tick 'Auto-Apply at POS'
  6. Tick 'Enabled' in the bottom left.
  7. Click Save.
Percentage of items from a Department
For example, add 10% to Bulk Goods or Delivery Fees department.
  1. From the Main Screen of Retailer, click Setup → General.
  2. Click the Surcharge Levies tab.
  3. Double click the 'Fuel Levy' template.
  4. Under Rate, the Type will default to Percentage. Enter the Levy percentage in the 'Default Rate' box.
  5. Under Application, tick 'Auto-Apply at POS'
  6. Under Application, set Levy Basis to 'Matching Items Only'
  7. Under Scope - Linked Departments, type the Department Name to Levy or select from the drop-down. Click Add.
    1. Repeat if there are multiple departments to Levy.
  8. Tick 'Enabled' in the bottom left.
  9. Click Save.

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