Help CenterThis article will explain how to use the tender adjusted subtotal feature using either a discount or a surcharge with a tender. This can be used with the idea of cash discounting, debit card surcharges, or credit card surcharges. This process can be done in either the GoPOS software, or the PCProg software.
NOTE: For further details on how to set up a discount/surcharge functions or tenders, please refer to the APOS help file, PCProg help file, or the chapter of Discounts and Surcharges, or Tenders in our PCProg Comprehensive Training Guide on YouTube through our Dealer Portal.
Setup through GoPOS
To set up the tender adjusted subtotal feature in GoPOS, we must first create a discount or surcharge. In this example, we will set up a 3% surcharge for a credit card tender.
From the Home Screen in GoPOS, select Menu, and then Discounts.
Next, select Add New Discount/Surcharge.
From here, enter the name of the discount or surcharge in the Name field. Enter a numeric value in the Rate field. As per screenshot below, our example is setting up a surcharge where we enable the Surcharge option. The example is also a percentage that will be applied to a tender. Therefore, the Fixed Discount and Subtotal Discount needs to be enabled. Please note the numeric value in the Number field as we will use that later.
Once the discount or surcharge is set up, tap Save, then tap Back, then Back again to go back to the Home Screen Menu.
Next, we will need to set a flag on which Tenders will have the surcharge. Tap on Tenders to continue.
Next, tap and hold the desired tender you want. In this case, we will select a credit card tender, which will be Master Card.
Next in the Options list, enable Use Tender Adjustment, then tap Save.
Next, press Back, then Back again to go to the Home Screen Menu.
From the Menu, select Settings, then Select Options.
In the Options menu, scroll down to Setting 73 - Tender Adjustment ID. In this field, the default value will be 0 where no Tender Adjustment ID is set. For our example, the numeric value to use will be from the Discount/Surcharge list where the Number field is the Tender Adjustment ID. The Tender Adjustment ID to use is the numeric value of 1, where it was set up as the 3% surcharge. Once this Tender Adjustment ID field is set, tap Save, then tap Back to the Home Screen.
To confirm the Tender Adjusted Subtotal is enabled, we can test this by performing a test transaction in Register Mode. You should see in the Running Subtotal line that there are two subtotals. The one on the left is the adjusted subtotal, and the one on the right is the regular subtotal. In the example screenshot below, the regular subtotal has Setting 72 - On Screen Subtotal With Taxes enabled, where it aligns with the Total shown in the on-screen receipt journal.
When the card tender is used, it will apply and display the 3% Surcharge to the tendered transaction.
Setup through PCProg
In PCProg, the steps are very similar to the steps within GoPOS. We will use the 3% Surcharge applied to a card tender as an example.
In the main PCProg window, select Discounts.
Next, add new discount/surcharge (+), then enter the caption field on what you want to call it, and then enter the numeric rate in the Rate field. In the Options field, enable the Surcharge option, Subtotal option, and Fixed option. In our example screenshot below, we are creating the 3% surcharge.
Ensure that you have set your Print On options. By default they are turned on. The Taxes can also be enabled for surcharges. By default, they are turned off.
Once the settings have been made, click Save, then close the window.
Next, click on Tenders from the main PCProg window. Then highlight an existing card tender. In the example screenshot below, we will use the Master Card tender.
In the Options field, enable Use Tender Adjustment. Then click save, and close the window.
Next, from the main PCProg window, click on Settings. From the Settings Maintenance window, scroll down to Setting 73 - Tender Discount/Surcharge. In the drop down box in the Value column, click the drop down box and select the discount or surcharge that was previous set up. In this example, the selection is 3% Surcharge.
Once the selection is made, click on save, then close the window.
NOTE: Prior to the next step below, ensure that the APOS is at the Home Screen.
From the PCProg window, click on Send. Assuming you have entered the IP address of the APOS you're working on, click on Send Connect. Select the APOS model shown in the window, and send the programming changes over to the APOS.
Once upload is complete, perform a test transaction to verify the functionality of the tender adjusted subtotal displayed on both the main touch display and on the customer display of the APOS where applicable.
If you need additional assistance relating to Optima APOS hardware, Optima GoPOS software, or Optima PCProg software, please contact Optima Support.
Toll-Free: 1-888-475-2767
Email: possupport@optimagopos.ca