Surcharges are setup in the Management Console and the user at the POS can attach it with the product, transaction, fulfillment plan. Surcharges can be added, deleted, the details like surcharge amount, discount amount, tax code of the surcharge attached can be edited.

Item Level Surcharges - Surcharge(s) can be attached to the product being transacted. The user presses F5 or clicks F5 Item Edit to open the “Sale Item Information” Screen and update the surcharge(s).

Transaction Level Surcharges - Surcharge(s) can be attached to the transaction at the POS. The user presses F4 or clicks F4 Sale Edit to open the “Sale Edit” Screen and update the surcharge(s).

Surcharges on Fulfillment - Surcharges can be attached to the Fulfillment plan added to the transaction. The user presses F8 or clicks F8 Fulfillment to open the “Fulfillment Details” Screen and update the surcharge(s).

Handling of Surcharges for Refund - The “Refundable” checkbox in the Surcharge option (Financials→Surcharge Plan) of the Management Console needs to be enabled if the user at the POS wants to refund the Surcharge amount for the “Sale Refund” transaction.