You can use the Change Product Fees page to batch change some or all POS product fees by percentage or by fixed amount. You can also enter new amounts for individual fees at the same time.
To search for POS products:
Choose one of the following:
Go to Administration > Financial Settings > Change Fees - Product.
Go to Administration > POS Settings > Product - Change Fees.
Select search criteria that correspond to the product fees that you want to modify.
Note: The more search criteria you specify, the shorter the list of product fees to modify will be. To view all product fees, leave all search criteria boxes blank.
Click Search.
If the Batch update scheduled fee changes by transaction date checkbox is NOT selected during the product search:
In the Fee Changes section, to batch apply scheduled fee changes:
To schedule changes by fixed amount, set Charge the scheduled fee by transaction date to Changes by Fixed Amount, enter the Effective Date and the fixed Charge Amount.
To schedule changes by percentage, set Charge the scheduled fee by transaction date to Changes by Percentage, enter a Round to Nearest $ amount to round the fee amounts after changing them, enter the Effective Date. In the Charge Amount field, set the change type to Increase by or Decease by and enter a number in the Percentage field.
Note: To update fees without rounding them, enter 0.01 in Round to Nearest $.
Repeat the above step to add another scheduled fee change.
Click Preview.
Note: The new fee amounts appear in the Proposed column. To go back to the original amounts after previewing, click Revert.
To modify an amount for an individual fee, modify the amount in the Proposed column for that fee.
(Optional) Select the Delete all existing scheduled fee changes and replace with the updates checkbox.
Once you have verified that all new proposed fee amounts are correct, click Save.
If the Batch update scheduled fee changes by transaction date checkbox is selected during the product search:
In the Fee Change section, enter the Percentage Increase that you want to apply to the fees listed.
To round the fee amounts after changing them, enter a Round to Nearest $ amount.
Note: To update fees without rounding them, enter 0.01 in Round to Nearest $.
Repeat the above step to add another scheduled fee change.
Click Preview.
Note: The new fee amounts appear in the Proposed column. To go back to the original amounts after previewing, click Revert.
To modify an amount for an individual fee, modify the amount in the Proposed column for that fee.
Once you have verified that all new proposed fee amounts are correct, click Apply.
Note: For complete descriptions of the options on this page, click here.
Adding or modifying a POS product charge