POS: Payment Surcharge - Include Dual Price for Other Payments
The Include Dual Price toggle has been added under the Payment Methods page in Back Office.
Implementation in Back Office
Navigation: Log into BO, then select Settings > Payments > Payment Method
The Include Dual Price toggle is being added in the New/Update Payment Method screen.
- Upon enabling the toggle – the Payment Method will include the Dual Price calculation for the select Payment Method. After selecting the Payment Method, The Total Amount will be similar to the Cash Payments calculation.
- If the toggle is disabled, the payment flow will be similar to the CC Payments (the Dual Price reduction will not apply to the select Payment Method).
Dual Price Conditions for Different Payment types
- For Cash Payments - the Include Dual Price toggle will be enabled, and the field will be greyed out.
- For CC Payments - the Include Dual Price toggle will be disabled by default but Enable option will be available.
- For Gift Card, House Account, and Membership - the Include Dual Price toggle will be Enabled by default, but the Disable option will be available.
- For the rest of the remaining payments - the Include Dual Price toggle will be Disabled by default, but the Enable option will be available.
Impacts To Reports
The Dual Price deduction enabled for the select payments will appear in Back Office reports similar to the impacts it has on for the Cash Payments with Dual Price.
Sale Recap Report
Navigation: Select Reports > Sale > Sale Recap tab
Dual price and Dual price tax will appear in the Discount section.
The Gross Sales field will be calculated based on the following formula:
- 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 report will follow the new formula:
- Gross Sale - (Discount + Discount Tax + Void Discount + Void Discount Tax + Dual Price Amount + Dual Price Tax)
If the value is more than 0, then it will appear. Otherwise, it will not appear in the report and also not based on the Dual Price toggle.
Cashier Out Report
Navigation: Select Reports > Sale > Cashier Out tab
The Dual Price and Dual Price Tax will appear in the Discount section.
The Gross Sales field will be calculated based on the following formula:
- 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 report will follow the new formula:
- Gross sale - (Discount + Discount tax + Void Discount + Void Discount Tax + Dual Price amount + Dual Price Tax)
Weekly Summary Report
Navigation: Select Reports > Sale > Weekly Summary tab
The Gross Sales field under the Sales section will be calculated based on the following formula:
- 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 report will follow the new formula:
- Gross sale - (Discount + Discount tax + Void Discount + Void Discount Tax + Dual Price amount + Dual Price Tax).
Discount Reports
Navigation: Select Reports > Discounts. For the Report Type filter choose By Dual Price.
- The Dual Price for the Check will appear in the column.
- The Dual Price Tax calculated from the Dual Price payment will appear along with 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
Navigation: Select Reports > Tax Reports > Tax
The Dual Price tax will appear in the Tax Name column within the Tax reports. 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 will appear in Tax Percentage column.
Note: The Dual Price Tax will appear below the rounding off row.
Tax Per Service Type
Navigation: Select Reports > Tax Reports > Tax, then select the Tax Per ServiceType box.
The Dual Price Tax will appear below the Total row.
Sale Summary Report
Navigation: Select Reports > Sale Summary
Upon selecting an individual Check: the Dual Price will appear under the Check Summary section.
Audit Log Report
Navigation: Select Reports > Audit Log
In the Action column, the name of the Dual Price will appear.
Note: Only in the Audit Log report, 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 following reports, the Dual Price Tax line item will be added to the report and the value will be subtracted from the Total Tax: Department, Category, Subcategory, Menu Item, Hourly Sale, Daily Sale, Sale Summary
Comparison Report
The Dual Price Tax will appear in the report and its value will be subtracted from the Tax column value.
Example: If the Total Tax is $2.63 and the 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: the Dual Price Tax line item will be added, and the value will be subtracted from the Total Tax.
Note: If the selected Store has the Dual Price set up, then it will be consolidated and calculated in the Report. If it doesn’t have the Dual Price, then it won’t show in the Report.
Implementation in POS
For the select payments for which the Dual Price toggle is enabled for the Payment Methods, the Total calculation will be similar to the Cash Payment Methods.
- The Dual Price Tax will be calculated similar to Cash payments for select Payment Methods.
- The Dual Price Tax won’t be calculated with partial payments, such as Cash and Card.
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