Hi. How can we help?

Setting up item fees

The item fees feature is currently available in Retail POS on desktop and Retail Manager mode in the Retail (R) app.

There may be circumstances where you need to add an additional fee to the cost of a good or service, like a special handling, premium service, or regulatory compliance fee.

With Item fees, items and fees are linked based on categories. When items in that category are added to a transaction, the item fee will be automatically added to the transaction as well. For example, e-bikes in the category Green have an environmental item fee of $30.00. When an e-bike is added to a transaction, the environmental fee ($30.00) is automatically added to the sale total alongside the item.

Before setting up item fees

Item fees will be shown on receipts to give customers a clear and transparent breakdown of charges.

If you have custom print templates enabled in Retail POS with templates in the SaleReceipt or WorkorderReceipt fields, you must first update your templates before setting up item fees. See Customizing print templates for detailed steps and updated code. 

SaleReceipt or WorkorderReceipt custom print templates must be updated before setting up item fees or you will get an error message when trying to use the feature. Retail-R-item-fees-warning-error.png
Item fees can only be added after the template updates have been implemented.

If you're using default receipts or you've updated your custom templates as outlined above, continue to the next section to start setting up item fees.

Setting up a new item fee

To set up a new item fee, you’ll need to choose the name and tax settings for your fee and link it to a category.

  1. In Retail POS on desktop, navigate to Settings.
  2. Under Pricing, click Item fees > Add item fee.

    Add Item Fee button on the Item fees page

  3. Under Fee settings, enter the Fee name and a Fixed amount ($) for your fee. If applicable, check the Taxable box. Tax on the fee is based on the item’s tax class.

    Fee name and Fixed amount fields on the New fee page

  4. To have the fee automatically apply to items in a certain category at checkout, click + Add categories.

    Add categories button on the New fee page

  5. Select the appropriate categories then click Ok.

    Select categoires in the pop up window on the New fee page

  6. Click Save changes at the top of the page.

On the Item fees page, your new item fee will be listed as Active.

Managing item fees

To edit the name, value, or tax setting of an item fee:

  1. Navigate to Settings and under Pricing, click Item fees.
  2. Click the name of the item fee you want to adjust.

    List of item fees and statuses on the Item fees page

  3. Update the information as needed and Save changes.

To archive or unarchive an item fee:

  1. Navigate to Settings and under Pricing, click Item fees.
  2. Click the name of the item fee you want to archive or unarchive.
  3. Click Archive if the item fee is no longer needed. To unarchive an item fee, click Unarchive this record.

    Unarchive this record on an existing item fee page

Viewing item fees at the register

Item fees work with all transaction types you support, like sales, refunds, special orders, layaways, and work orders.

To view item fees listed during a transaction:

  1. Navigate to Sales > New sale (or other transaction type).
  2. Add an item to the sale from one of the categories associated with the item fee you created earlier.
  3. The item fee will be listed in the Description under the item. If you add multiple items with item fees, they will be tallied under the Subtotal on the right of the screen.

    When a discount is added to a sale, the item(s) will be discounted but the item fees will remain the same. For example, an e-bike is discounted by 10% but its item fee is still $30 at checkout.

    Breakdown of items and item fees during a sale

Item fees will also be displayed on customer receipts.

Item fees listed on the customer receipt

Item fees can’t be refunded unless the item it’s attached to is being refunded. For example, you can’t refund just the $30 environmental fee, but if the e-bike is returned, you can refund the entire transaction, including the $30 environmental fee.

Viewing item fees in your reports

To view item fees in your reports:

  1. Navigate to Reports > Point of Sale Reports > click the Lines report.
  2. In the Items/charges dropdown, click Item fees.

    Item fees on the Lines report

  3. You can also Include Item Fees Within the Profit Margins in the Totals report.


What's next?

Creating categories and tags

Organize your items into groups and sub-groups.

Learn more

Viewing charges and refunds

Use the Lines report to view items and charges.

Learn more

Was this article helpful?

0 out of 0 found this helpful