Back Office: Products/Items - Upcharges
Sign
into the Back Office then select a
Store.
On the left-side Navigation Panel, click Products/Items
then Upcharges.
The
Upcharges page appears. It contains a table of existing Upcharges, along
with functionality for Active, Search, Columns, and Pagination.
Active - By default, the
button will be set to Active and all Active Upcharges
appear.
Select Active
to change to Inactive, and shows deleted Upcharges appear. If no
deleted Upcharges appear, the message Upcharges not found appears
in the body of the table.
Select Inactive
to change back to Active. A pop-up appears which shows ‘Are you sure you want to activate this
item’ with Cancel and Yes, Activate options.
Yes, Activate:
the ‘Adjust Inventory
Reason Activated Successfully’ pop-up appears.
Cancel: the pop-up will be
closed.
Upcharges Table – Contains columns for Name
and Actions.
Name – The name of the upcharge (entered
when creating the upcharge).
Actions – Options to Edit
(pencil icon) or Delete (trash can icon).
On
the Upcharges page, to create a new Upcharge click + New Upcharge
at the top-right of the page, or click the pencil icon of the existing Upcharge
you want to update.
On
the Upcharge page that appears, enter (or update as needed) the below
info:
Enter
the Name (mandatory, maximum of 25 characters).
For
Upcharge, select Dollar [$] or Percentage [%], then enter
the value.
If you select Percentage (%), select
whether to Include Additional Modifiers.
Select
the Level Type:
Category – Select the Categor(ies)
from the dropdown. You can type the name of the Category in the Search
bar to select it faster.
Subcategory – Select the Subcategor(ies)
from the dropdown.
Menu Item - Select the Menu Item(s)
from the dropdown.
Select
the Availability:
Always – The Upcharge will always
be visible.
Days
Of Week
Select
the Days of the week you’d like the Menu Item to be available.
Set
the Restriction Time by toggling it On (YES), then set the
Start and End Times of the Restriction period.
Set
the Available Time by toggling it on (YES), then set the Start
and End Times of the Available Time period. To add a new Available
Time period, click + Add New Time, then enter the Start and End
Times for the new Available Time period.
Days
Of Month
Select from the Days of the Month
(Calendar view).
Select whether there’s Restriction Months,
and if YES select the Month(s).
Select whether there’s Restriction Times,
and if YES enter the Start and End Times.
Date
Range
Select the Start and End Dates.
Select whether there’s Restriction Days,
and if YES select the Day(s).
Select whether there’s Restriction Time,
and if YES enter the Start and End Times.
Specific
Date
Enter the Date (when the Upcharge will be available on Sales Channels).
Select whether there’s a Restriction Time,
and if YES enter the specific Time.
Date
Range with Time
Enter the Date Range with Start
and End Dates.
Enter the Restriction Time with Start
and End Times.
Select whether there’s Restriction Days,
and if YES select the specific Day(s).
Choose
whether to Restrict Visibility by Role. If Yes, select the
Roles that are eligible for this Discount. Click Show All
to view all the Role options.
When
complete, click Save and Publish (or if updating, Update and Publish).
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