Dual pricing and surcharges

Bitta Retail POS can run a dual pricing, cash discount or card surcharge program from one setting on POS Setup. You choose a mode and one percentage, decide which tender methods count as cash, and the register calculates the adjustment once per sale at tender time, discloses it on the tender screen and the receipt, and posts it to a G/L account you choose. Item prices never change: the shelf price stays on every sale line.

Prerequisites

• The BAA POS - Admin or BAA POS - Full permission set, to edit POS Setup and tender methods. See POS user permissions.
• A G/L account for the adjustment that allows direct posting, is not blocked, and has a blank Tax Group Code and VAT Prod. Posting Group.
• Tender methods already set up. See Tender methods setup.

How the price modes work

Price Mode has four values. One percentage, Cash Discount %, drives every mode.

Price Mode	The shelf price is	What the percentage does
Off	the only price	Nothing. This is the default, and every flow behaves as if the feature did not exist.
Dual Pricing	the card price	Cash price = shelf price x (1 - percent / 100). Both totals are shown at tender and on the receipt.
Cash Discount	the card price	Same math as Dual Pricing. The tender screen shows both totals, but the receipt shows only a cash discount line when the discount applies, not both totals.
Surcharge	the cash price	The percentage is added as a fee on the part of the sale settled on tenders that are not cash-priced.

The adjustment is calculated once for the whole sale, at the sale total, never per line. It is stored on the sale as Price Adjustment Amount and Price Adjustment Mode, so changing the setup later never re-prices a completed sale. Returns never receive an adjustment: a refund is made at the price actually paid.

Set up a price mode

1. Search for POS Setup and open it.
2. On the Dual Pricing FastTab, fill in the fields:
   • Price Mode: Dual Pricing, Cash Discount or Surcharge.
   • Cash Discount %: the discount off the card price, or the surcharge added on card tenders. The value can be from 0 to 100 with two decimals.
   • Price Mode Disclosure Text: the line printed on every receipt and shown on the tender screen. When you first turn on a mode and the field is blank, it is filled with "A discount is available for cash payments. Card price shown." Edit it to the wording your program requires.
   • Price Adjustment G/L Account: the account the cash discount or card surcharge posts to. Choose an account with a blank Tax Group Code and VAT Prod. Posting Group; otherwise completing a sale stops with "Frozen price adjustment G/L account ... must have blank Tax Group Code and VAT Product Posting Group."

In Surcharge mode, a percentage above 3 shows a warning message about card network caps. It is a warning only: the value is saved.

3. Search for POS Tender Methods, open each tender method, and set Settles At Cash Price on the General FastTab. Turn it on for tenders that get the cash price and off for card tenders.

The default CASH tender is created with the switch on; CARD and VOUCHER are created with it off. Whether a non-cash tender such as a check is cash-priced is your decision.

4. Open the register and start a sale. Add an item and choose Tender. The tender screen shows both totals as "Cash price ... / Card price ...", each tender button carries a Cash price or Card price badge from its Settles At Cash Price switch, and your disclosure text appears below the keypad.

The cashier tenders the sale as usual. The amounts the tender screen sends still add up to the shelf total; the adjustment is applied when the sale completes.

Which part of a sale is adjusted

• Dual Pricing and Cash Discount: the discount is calculated on the share of the sale paid with tenders that have Settles At Cash Price on. On a split between cash and card, only the cash share is discounted. The discount goes back to the customer as extra change on the cash line.
• Surcharge: the fee is calculated on the share of the sale not paid with cash-priced tenders. It is added to the largest card-priced payment line, which is the amount the cashier keys into an external card terminal.

Payments already captured by a card processor through Stripe Terminal, Stripe QR or the Simulated provider are never changed after capture. When the integrated card charge takes the whole remaining amount in Surcharge mode, the fee is included in that charge. If a captured line cannot absorb the adjustment, the stored adjustment is reduced to match the money actually collected.

On the receipt and the sale

While a price mode is stamped on the sale, the receipt adds:

• a "Cash discount: ..." or "Card surcharge: ..." line and an AMOUNT DUE line when the adjustment is not zero;
• in Dual Pricing mode, a "Card price total: ... / Cash price total: ..." line, even on a card-settled sale;
• your disclosure text, centered.

Print a test receipt on your real printer to check the disclosure wraps the way you expect. See Print and reprint receipts.

On the POS Sale card, the Tax and Pricing FastTab shows Price Adjustment Amount, Price Adjustment Mode and Frozen Price Adj. G/L Account (these are additional fields; choose Show more if they are hidden).

Posting the adjustment

The adjustment posts as its own G/L account line on the invoice the sale creates: negative for a cash discount, positive for a card surcharge. If Price Adjustment G/L Account is blank when a sale needs it, completion stops with "A non-taxable Price Adjustment G/L Account is required in POS Setup." See Consolidated posting.

To review adjustments across sales, run the POS Pricing and Rounding Audit report, which can be filtered by Price Adjustment Mode. See All POS reports.

What's next

Send preparation slips to the kitchen when a sale completes: Kitchen tickets and labels.