Use Surcharge Setup to add extra charges that apply automatically — like a 10% service charge or a public holiday surcharge. Once set up, the surcharge is added to every qualifying transaction at the POS.

When to use this: When you need to create or manage additional charges (e.g., service charge, delivery fee, packaging fee).

Prerequisites

• GST Setup completed if surcharge is taxable

Surcharge List

📝 General Description

The list displays all configured surcharges. Use this page to manage automatic charges added on top of the bill total at POS.

⚙️ Configuration Guide & UI Elements

• 🔴 1. Add New — Opens the form to create a new surcharge.
• 🔴 2. Search Bar — Filters by surcharge name.
• 🔴 3. Filter Icon (🔽) — Opens advanced filter (Show Deleted toggle).

📊 Column Descriptions

Add / Edit Surcharge

Click + Add New or click a Surcharge Name link to open the form:

Main Section

🔀 Surcharge Type Comparison

🔀 Toggle Behavior — Is Taxable

[!IMPORTANT] In Singapore, service charges are generally taxable (Is Taxable = ON). GST must be computed on the service charge amount. Check with your accountant for your specific jurisdiction.

Applicable Outlets Tab

How to Edit a surcharge

1. In the Surcharge Setup page, find the surcharge you want to change.

2. Click the blue surcharge name link. The edit form opens — it looks the same as the "Add New" form, but all fields are already filled in with the current values.

3. Change the fields you need to update.

4. Click Save to apply your changes.

Expected Result: The surcharge is saved and available to apply at POS.

[!TIP] To make changes, just click the name of any surcharge in the list — the same form opens with everything already filled in. Change what you need and click Save.

💡 Example

Example 1: F&B 10% Service Charge (Taxable)

Receipt Example:

Subtotal:        $100.00
Service Charge:   $10.00
GST (9%):          $9.90
─────────────────────────
Total:           $119.90

Example 2: Public Holiday Surcharge ($2 fixed, non-taxable)

Receipt Example:

Subtotal:        $50.00
GST (9%):         $4.50
PH Surcharge:     $2.00
─────────────────────────
Total:           $56.50

Example 3: Delivery Fee ($5 fixed, taxable)

Actions

Access & Permissions

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.

How to Delete a Surcharge

1. Navigate to Surcharge Setup from the sidebar menu.

2. Click the name or code link (blue text) of the record you want to delete. 3. In the edit form, scroll down to the bottom.

4. Click the Delete button (red button). 5. A confirmation dialog appears — click Yes to confirm deletion.

Expected Result: The record is soft-deleted — it is hidden from the active list and POS terminals but can be restored later using the "Show Deleted" filter.

[!WARNING] Records linked to active transactions or other modules cannot be deleted. The system will display an error if deletion is not allowed.

How to Add a New Surcharge

1. Navigate to Surcharge Setup from the sidebar menu.

2. Click the + Add New button (green button).

3. Fill in the required fields in the form.

4. Fill in any optional fields as needed.

5. Click Save to create the new surcharge.

✅ Expected Result: The new surcharge appears in the list and is available for use across the system.

FAQ

Q: Why is this payment mode not appearing on the POS? A: Check that the payment mode is marked as Active and assigned to the correct outlet. The POS also needs to sync.

Q: Can I edit a completed sales transaction? A: No. Completed transactions cannot be edited. You can void the transaction and create a new one if correction is needed.

Q: How do I set up a new tax rate without affecting past transactions? A: Create a new GST rate with a future Commence Date. The system will automatically apply the old rate to past transactions and the new rate from the effective date.

Troubleshooting

Related Menus

• Product Setup > Product List — products linked to pricing
• Master Data > Outlet Setup — outlet-specific payment modes
• Master Data > POS Setup — POS terminal configuration
• Setting > Feature Setup — enable/disable sales features

Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

• Exact permission settings depend on your Privileges Setup configuration
• Sync timing to POS terminals depends on network conditions and sync schedule
• Some features may require additional licensing or module activation
• Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.