- About Service Fees for Credit Card Transactions
- Creating a Flat Rate Service Fee "Product"
- Creating a Variable Service Fee "Product"
About Service Fees for Credit Card Transactions
The means to add a service fee for a credit card transaction is via a "service fee product". This "service fee product" must be originally created in the system, and then once created it will be available for the POS operator to select and add to the transaction amount.
In the Touch Admin software, you can create a flat rate service fee product with its flat fee (e.g., 0.05 cents) and you can create a variable service fee product that allows a custom value to be entered by the POS operator, such as if a percentage calculation is required on the total.
Depending if you want to create a flat rate service fee product or a variable service fee product, refer to the appropriate instructions below.
Creating a Flat Rate Service Fee "Product"
The first step to creating a flat rate service fee product is to create a service fee category, assuming such a category does not already exist. To do so, complete the following steps:
- From Touch Admin, click POS Settings > Categories. The Item Categories screen appears.
- Click the Add a Category button. The Add a Category screen appears.
- In the Product category name field, enter a name for the category, such as Service Fees.
- Select the check boxes for the following:
- This category can be applied to non-food products
- Breakfast
- Lunch
- Dinner
- Click the Create Product Category button to apply your changes.
With the service fee category created, you can then create the flat rate service fee product. Complete the following steps:
- In Touch Admin, select POS Settings > Products. The POS Products screen appears.
- Click the Add a Product button. The Add Product screen appears.
- Enter or select the following:
- Name - enter the name of the product. For example Service Fee - Flat.
- Product Type - select Non Inventoried Product.
- Category - select the service fee category that you created above.
- Click the Create Product button. You are returned to the main screen, where the newly-added product is listed.
With the service fee product created, you can now add its fee. Complete the following steps:
- In Touch Admin, select POS Settings > Pricing. The Price Books screen appears.
- Click the Edit button for the appropriate price book. The Price Book Setup screen appears.
- Click the Products tab.
- Locate the service fee product.
- In the Price Type field, select Fixed Price.
- In the Price field, enter the fee. Ensure to enter 0 before any decimals (e.g., 0.05)
- Click the Save button to apply your changes.
With the fee added to the flat rate service fee product, you can then add the product to the grid as a stand-alone product. Depending if you are adding the product to a Food & Beverages grid or a Products & Services grid, refer to the appropriate set of separate instructions below:
- Adding Product as Stand-Alone Product on a Food & Beverages Grid
- Adding Product as Stand-Alone Product on a Products & Services Grid
How the POS User Applies the Flat rate Service Fee "Product" on the POS
With the service fee product added to the grid, it will be available for the POS operator to tap and add to the ticket, as per screenshot below.
Creating a Variable Service Fee "Product"
The first step to creating a variable service fee product is to create a service fee category for it, assuming such a category does not already exist. To do so, complete the following steps:
- From Touch Admin, click POS Settings > Categories. The Item Categories screen appears.
- Click the Add a Category button. The Add a Category screen appears.
- In the Product category name field, enter a name for the category, such as Service Fees.
- Select the check boxes for the following:
- This category can be applied to non-food products
- Breakfast
- Lunch
- Dinner
- Click the Create Product Category button to apply your changes.
With the service fee category created, you can then create the variable service fee product. Complete the following steps:
- In Touch Admin, select POS Settings > Products. The POS Products screen appears.
- Click the Add a Product button. The Add Product screen appears.
- Enter or select the following:
- Name - enter the name of the product. For example, Service Fee - Variable or Service Fee - Percentage.
- Product Type - select Non Inventoried Product.
- Category - select the service fee category that you created above.
- Click the Create Product button. You are returned to the main screen, where the newly-added product is listed.
With the variable service fee product created, you can now set it as variable pricing (i.e., customizable by the POS operator). Complete the following steps:
- In Touch Admin, select POS Settings > Pricing. The Price Books screen appears.
- Click the Edit button for the appropriate price book. The Price Book Setup screen appears.
- Click the Products tab.
- Locate the variable service fee product.
- In the Price Type field, select Variable.
- Click the Save button to apply your changes.
With the variable service fee product created, you can then add the product to the grid as a stand-alone product. Depending if you are adding the product to a Food & Beverages grid or a Products & Services grid, refer to the appropriate set of instructions below:
- Adding Product as Stand-Alone Product on a Food & Beverages Grid
- Adding Product as Stand-Alone Product on a Products & Services Grid
How the POS User Applies the Variable Service Fee "Product" on the POS
With the service fee product added to the grid, it will be available for the POS operator to tap and add the custom fee (e.g., a percentage that is calculated based on ticket total), as per screenshot below.