Create and Manage Surcharges in Multi-Location Management
Description: Learn how to create and customize surcharges in Multi-Location Management, including options to apply the surcharge by order type, revenue class, or specific items, and to calculate using gross or net amounts.
To watch more how-to videos, visit our video section.
Create a Surcharge
To create a surcharge at the Enterprise level:
- Navigate to Shift4 Dine> Accounting > Surcharges.
- Select + Add Surcharge.
- On the Add Surcharge screen, enter the required surcharge name and amount. You can also optionally:
- Set to use gross instead of net
- Apply to order type and revenue class
- Apply to items
- Select Save.
- Changes will need to be published to take effect on the POS.
Applying Surcharge Changes to the POS
Changes, including a new or updated surcharge, are not immediately pushed to Workstations. They are published to the POS through one of the following methods:
- Automatically at the location's configured Start of Business Day. This is the standard method for routine changes.
- Manually triggered by store personnel from the Workstation, if the change cannot wait until start of day.
- Manually pushed from Multi-Location Management by an authorized Enterprise user, using the Publish to POS button, for all locations or a targeted set of locations.
Important: Manually publishing will cause all stations at the targeted locations to perform the action and may affect current open orders.
By default, surcharges are inherited by all locations below this level. For more information, see the "Manage Data Inheritance and Overrides" article.
You can create overrides to accommodate variations at individual locations. To enable this and set the required permissions, refer to the "Configure Location-Level Menu Data and User Permissions" article for details.