POS: Payment Surcharge - Dual Price

POS: Payment Surcharge - Dual Price



Back Office

On an Admin page, under the Store's page the Show Dual Price toggle must be enabled.



Navigation: Log into BO, and for your Store select Settings > Payments > Payment Settings

  1. On the Payment Settings page, ensure the Payment Surcharge toggle is enabled (set to YES).

  2. After enabling the toggle, select the Dual Price option. If the Dual Price toggle is enabled, then Surcharge and Service Charge options will be automatically disabled.


  3. Enter the Name (maximum of 25 characters) then the Dual Price Percentage (up to 3 decimal places).

  4. Select the Dual Price Tax Type from the dropdown (Before Tax will be displayed by default).


Notes

  1. Dual Price applies only to Cash payments.
  2. Gratuity will not apply to Dual Price.
  3. The Dual Price field will appear only when the Show Dual Price toggle is enabled in Admin.


POS

iPad


Dual Price will work like Open discount but will appear on the Order Summary screen while the Sale is created.

  1. When payment is made using Cash or Fast Cash, the Dual Price value will be displayed on the Receipt.

  2. The Dual Price will be deducted from the Total value of the Sale, based on the percentage set in the BO.

  3. The Dual Price value will be displayed as the Cash Price on the Order screen.


  4. The Dual Price Tax will be calculated using the formula below and it will appear only on reports.

    1. Formulas:
      1. Check Total / Total = Subtotal + Tax
      2. Dual Price = Total * Dual Price Percentage [3.837%] (set in B0)
      3. Dual Price Tax = Dual Price * Tax Percentage (%)

  1. The Dual Price will be displayed only once, even though the Customer pays Cash multiple times on the Receipt.
  2. Dual Price is not applied for multi-currencies. It will be calculated based on the store's assigned Currency.
  1. If the Customer pays the total amount using other payments, only the Service Charge will be calculated. The Dual Price will not be applied.
  2. If the Customer pays a partial amount using other payments and the remaining Amount using Cash, the Dual Price will be applied only for the amount paid by Cash.

 

Customer Display Screen (CDS)

The Dual Price will appear on the Customer Display Screen to inform the Customers in advance about the Cash Price. The calculation will be same as iPad.

​


Online Ordering

The Dual Price will be calculated based on the Percentage set in BO, and will appear after Total as Pay with Cash.




Call Center

The Dual Price will be calculated based on the Percentage set in BO, and will appear after Total as Pay with Cash.




Receipts

Itemized Receipt
Cash Receipt
Credit Card Receipt
Email Receipt - Cash






New Changes to Receipts

If the Dual Price toggle is enabled, the Cash Subtotal line item will appear on Receipts, Reprints and the Email Receipt.
  1. Formula: Cash Subtotal = Sub Total ($10.40) – Dual Price ($0.40) = $10

Note: The Cash subtotal line item will not appear on Bill Print or for Credit Card payments.




Impacts to Reports

Sale Recap Report

Navigation: In BO for your Store, select Reports > Sale > Sale Recap

The Dual Price and Dual Price Tax will appear in the Discount section.

The Gross Sales field will follow the new formula for calculation:
  1. Sum of Payments + Discount + Discount Tax + Void Discount + Void Discount Tax + Dual Price Amount + Dual Price Tax - Non Sale Revenue


The Net Sales field will follow the new formula for calculation:
  1. Gross Sale - [Discount + Discount tax + Void Discount + Void Discount Tax + Dual Price amount + sum of tax(es) + Dual price tax]

If the value is more than 0 then it will appear - otherwise it will not show on the report and also not based on the Dual Price toggle.

     


Cashier Out Report

Navigation: In BO for your Store, select Reports > Sale > Cashier Out tab

​
The Dual Price and Dual Price Tax will appear in the Discount section.

In the gross sales field within the sale section the new formula for calculation follows:
  1. Sum of payments + Discount + Discount tax + Void Discount + Void Discount Tax + Dual Price amount + Dual Price Tax - Non sale revenue.

Net sales field within the sale section will follow the new formula:
  1. Gross sale - (Discount + Discount tax + Void Discount + Void Discount Tax + Dual Price amount+ sum of tax(s)+Dual price tax).

      



Weekly Summary Reports

Navigation: In BO for your Store, select Reports > Sale > Weekly Summary tab

The Gross Sales field within the sale section the new formula for calculation follows:
  1. Sum of payments + Discount + Discount tax + Void Discount + Void Discount Tax + Dual Price amount + Dual Price Tax - Non sale revenue.

The Net Sales field within the sale section will follow the new formula:
  1. Gross Sale - (Discount + Discount tax + Void Discount + Void Discount Tax + Dual Price amount+ sum of tax(s)+Dual price tax).






Discount Reports

Navigation: In BO for your Store, select Reports > Discounts. For the Report Type filter, select By Dual Price.

The Dual Price for the Check will be shown in the Total column.
The Dual Price Tax that is calculated from the Dual Price payment will appear along with the Tax calculated for the Dual Price.
The Total Dual Price calculation will be based on the following formula: Dual Price Amount + Dual Price Tax.





Taxes Report

Incl. Tax Section in Sale, Cashier Out and Weekly Summary Reports

Navigation: In BO for your Store, select Reports > Tax Reports > Tax tab

Dual Price Tax will appear in the tax’s Name column. The Net Sales data made from the sale will appear in the Sale column, the Tax calculated will appear in the Tax Amount column and the Tax Percentage should be shown in Tax Percentage column.

Note: The Dual Price Tax will appear below the Rounding Off row.



Taxes Per Service Type

Navigation: In BO for your Store, select Reports > Tax Reports > Tax Per Service Type tab

The Dual Price Tax will appear below the Total row.







Sale Summary Report

Navigation: In BO for your Store, select Reports > Sale > Sale Summary

Upon clicking on an individual Check: the Dual Price will appear under the Check Summary section.




Audit Log Report

Navigation: In BO for your Store, select Reports > Audit Log

The Name of the Dual Price will appear on the Action column.

Note: In this instance - the Dual Price (name) will appear and not the Name defined in the Discount section for Dual Price. The remaining Report will show the Name defined in the Discount section for Dual Price.









Sales Report Changes

In the Department, Category, Subcategory, Menu item, Hourly sale, Daily sale, and Sale Summary reports: there will be a line item added to the report with the Dual Price Tax value, which will be subtracted from the Total Tax.





Comparison Report

The Dual Price Tax will be subtracted from the Tax column, and will appear in the report.

Example: If the Total Tax is $2.63 and Dual Price Tax  is $0.29, then the Tax column will show $2.34.





Enterprise Report

In the Department, Category, Subcategory, Menu item, Hourly sale, Daily sale, and Sale Summary reports: there will be a line item added to the report with the Dual Price Tax value, which will be subtracted from the Total Tax.

Note: If the selected store has Dual Price setup, then it will be consolidated and calculated on the report. If the Store doesn’t have Dual Price, then it will not appear on the report.





Bulk Updating Menu Item Prices for Dual Price

Navigation: Log into BO and for your Store select Product/Items > Bulk Updates

You can increase or decrease the Menu Item Price in the Bulk Update section.

Example: Performing a Bulk Update increasing the Price for Pizza by 10%.

  1. Select the Pizza category then click Bulk Change.



  2. On the Bulk Change pane, select Increase then Percentage. Click Change at the bottom-right.


  3. You are returned to the Bulk Change page, where the Change To field for all Serving Sizes is filled in based on the applied change, with the Change in price reflected (+ and in green indicates an increase).

Before vs After Bulk Update





Label Name Change on Receipts
The Dual Price will be shown on the Receipt based on the name defined in BO, also for Reprint Receipt and Reopen Print Receipt.

Notes

  1. For Dual Price calculation, the Item Service Charge will be included.
  2. If Tax Exempt is performed, the Dual Price Tax will not be calculated.
  3. If Before Tax Discount is applied, the Dual Price will be calculated after excluding the Discount and Discount Tax.
  4. For Non-Revenue values Gratuity, Gift Card, HA Membership (Sold/Recharge) and Delivery Charge - the Dual Price will not be included.
  5. There is a Restriction for Dual Price Tax if the Check has more than 1 Tax - similarly when more than 1 payment is made (Gift Card, Card Payment).
  6. If the same payment is taken more than once, then the Dual Price Tax will be calculated.
  7. When we make Cash and Non-Cash Payment on the same Check, the Dual Price Tax calculation will be restricted regardless of Single/Multiple Tax.

Check Tax
Payment
Dual Price Tax
1 Tax
Multiple Payment
No
2 Tax
One Payment
Yes
1 Tax
One Payment
Yes
2 Tax
Multiple Same Payment
Yes
2 Tax
Different Payment Methods
No

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