📄How to Setup a Basic Weekly Scheduled Surcharge

Overview

While there are a great number of various ways that Weekend surcharges can be set up, this document aims to outline the Basic method.

The Weekly Schedule is used over and above a Scheduled Job as the Weekly Schedule is saved in the POS Local Database and if the POS goes Offline or into Standalone Mode the Schedule will start and stop as normal.

Prerequisites & Versions

Operator privileges to Maintain Weekly Schedules and Maintain Scheduled Jobs

Steps to follow

Step 1. Set up Price Numbers

This is where we set up multiple pricing levels as the backbone of the surcharge setup.
Navigate to System Setup
Navigate to Venue, Stores & Tills
Edit Venue Settings
Navigate to the Names tab
Set Price Names for Sunday Surcharge, etc)
Set the Serv. Chg field to 10 (Service Charge 10%)
NOTE: You should also set a Discount Totaliser if you have set one up in Discounts and Surcharges but this is not necessary. An example might be "Service Surcharges".
Select "OK" to save and close the Edit Venue dialogue box
Note: Repeat the procedure for each Venue in a group for Multi-Venue customers

Step 2. Set up Product Pricing

This needs to be established for all products. It can be set at product or product group level, allowing for some scaling across entire inventory and consistency across types of products.

Note: Investigation should be done before starting to check for any Store Price Redirections on pricing that will affect Surcharging.

The Price Copy function is a very powerful tool but extreme caution needs to be exercised with use. Any mistakes made will be scaled out across all products in groups / stores / venues, causing widespread problems.

Please consult Bepoz Support for guidance

Price Copy

In this Example Scenario, All Products will incur the Sunday Surcharge. Also Member price is copied to create Member Surcharge price, so the Member Food Pricing incurs the Surcharge

In this simple scenario we will copy prices from Normal to Sunday Surcharge price in our Main $$ Store, as all other Stores Redirect prices to the Main $$ Store, All Sizes, at 100%

Navigate to Maintenance >> Product
Highlight the Base Product Group
Right-Click and select Price Copy
Select the From Store and From PriceNumber as Main $$ Store and Normal Price
Select the To Store and To PriceNumber as Main $$ Store and Sunday Surcharge PriceNumber

Use the Preview button, to see the changes BEFORE they are applied. See the Warning, above.

Click OK and wait until Completed.
Click OK to the Complete message but do Not Close.

Step 3. Set up Weekly Schedule

Each weekday schedule requires 2 Events– one to turn ON surcharges and another to turn them OFF again. This is useful for regular Sunday surcharges, etc

NOTE: Weekly schedules must be set for each venue within a Multi-Venue group

To setup a Weekly Schedule:

Navigate to Operational Setup
Click to Weekly Schedules
Select a Venue from the Venue drop-down menu (Green box)
Select Add New Event from the top menu. (Blue) A New Week Schedule dialogue box should appear
Set the Workstation. E.g All Tills
Select the Day of the Week to schedule. E.g Sunday
Select the Time to initiate surcharges. E.g 06:00 AM
Set the Price Number. E.g Sunday

Select "OK" to save and close the New WeekSchedule dialogue box
Now create a new Event with the exact same settings as above, but on the day the Schedule should be turned Off. E.g.Monday
Set the Price Number. E.g Normal (this will stop the surcharge from being applied and return to Standard pricing. )
Repeat the procedure for each Venue in a Multi-Venue group
Click OK and Save All Events.

NOTE: Weekly schedules cannot be copied, so will need to be created for each Venue

Step 4. Update Tills

The last step is to Send the Database to All Local Tills.

from Backoffice:

Click Send
Send Database to All local Tills

If Multi-Venue

Click Send
Send Full Database to All Venues