3 Cc Fee

Document Version	v.1
Document Last Updated	8/26/24
Software Version Documented	v.10.1.4

Task/Problem Overview

In this document we will cover the different ways to charge your customers a 3% CC fee if you want to forward that cost over to your customers who are paying by Credit Card.

Distributing the Order Total (Option 1)

The first method you could do is more of a manual override of the Order Total itself. Once you’ve added your items to the order, and you know the customer is going to pay by Credit Card, you can go to the summary tab to select the “Margin Manager” button.
Once you have the margin manager open you’ll see at the bottom the last option is to “Distribute Order Total.” This means you can calculate the 3% charge outside of the system and then plug in what the order total should be. It will then distribute that amount as evenly as possible among the items net values. For example this order total is $63.14. I calculate the 3% which is $1.89 so my new order total to distribute is $65.03.
You can now see the order total is updated and then it will calculate the tax after. You’ve now manually added the 3% CC fee and can charge the customer.

Calculating the 3% via formulas (Option 2)

The next non-manual method would be to have an final override formula taxed onto all items in the system for either every customer or specific customers. Then if a customer is paying via cash/check instead you can add a 3% discount item so it subtracts the 3% from the order.

To create a Final Override Value go to Inventory> Pricing Manager > Pricing Rules. Select the Pricing Override Tab, and search for the Account or Account Groups, and Inventory Groups this override will be applied to
In the Final Price Override Column, right-click on the field to select Set Formula.
For this example, we want to charge this specific customer a 3% increase in their order to recoup the credit card transaction fees. This formula will calculate a final sell price regardless of any overrides, contracts, etc that apply.
In the formula module, select ‘New’ to create the ‘Sell Price’ override formula.
- Enter the Formula Name > Sell Price + 3% and create the formula.
  - Drill down within SE system and select Sell Price.
Next in the formula field enter your desired formula. In our example, it will be (Sell Price) * 1.03% for a 3% increase.
Once you’ve saved and accepted the formula the Final Override Value column will now reflect this override. Select ‘Process’ to commit your changes.

NOTE: Sell Price Formulas can only be used within the ‘Final Value Override’’ column. If you try to select this pricing formula in any other pricing column you will receive the following error.

- So in our example, item# 123-abc normally sells for \$16.8168 per this customer’s price class. Using the Final Price Override we set the formula to add 3% onto their sell price for all items. Now when we enter the inventory item onto the order, the Net Price/Sell Price reflects \$17.32.

NOTE: If you’d like to set this up via account groups instead of individual customer accounts that is also an option. You will first have to make an account group called ALL CUSTOMERS and then assign all customers (or only CC paying ones) to that account group. Then when you’re within the pricing override section you can select that account group to set up the formula instead of an account at a time!

Creating 3% Cash Discount Item (Option 2 continued)

The last step here is to create your cash discount item so that way it subtracts the 3% that was added towards the items on the order if the customer is not paying by credit card.

Create a new item and make sure to select the inventory type as Discount
From here give it a part number that will be easy to remember and used by users. My example is “Cash Discount” part number.
Mark this discount as non-taxable so it doesn’t get included in tax calculation. Click Finish.
Now that the discount part is created. The last step is to pull up the item again in item manager and add the 3% discount towards the merchandise.
- Click on the selling tab and you’ll see the discount box. Check off enable and select Merchandise and enter the 3%.
Now that the item is added and the 3% is auto calculating. As soon as a user adds this item to the order it will then discount off 3% of the order total.