Configuring Surcharges

Taxation surcharges or sales tax are taxes added to the total of an order. These surcharges can be applied as either a percentage or as a fixed amount. For example, you can configure a surcharge to be applied to orders placed on a public holiday for specific regions and stores.

1. Log in and go to the Tools dashboard.
2. Select Surcharges.
3. To add a surcharge:
   1. Click the Create Surcharge button.
   2. Enter the Name and Description.
   3. Select the Surcharge Type:

      • Delivery

      • Holiday

      • General

   4. Select the Surcharge Provider.
   5. (Optional) Select the Client Order Type to which the surcharge applies:

      • All

      • Collection

      • Delivery

      • Drive Thru

   6. Click the Create New Surcharge button.
4. To assign the surcharge to one or more regions:
   1. Click the Edit link adjacent to the surcharge, and then click the Region tab.
   2. Select each region in which the surcharge applies, and then click the Assign Region button.
5. To assign the surcharge to one or more stores:
   1. Click the Edit link adjacent to the surcharge, and then click the Store tab.
   2. Select each store in which the surcharge applies, and then click the Assign Store button.
6. To configure a surcharge rate:
   1. Click the Edit link adjacent to the surcharge, and then click the Surcharge Rates tab.
   2. Click the Create Rate button.
   3. If the amount entered is a percentage, select Amount is Percent. Deselect this option if the amount entered is a fixed amount.
   4. Enter the fixed price or the percentage amount in the Amount (Fixed Price/Percent) field.
   5. (Optional) Enter the Upper Limit and the Lower Limit.
   6. Click the Save Surcharge button.
7. To view all configured surcharges, click the Search button.