User is prompted with message: “Public holiday surcharge added. OK”.
Additional row is added to the sale, with item name set as per the configured value of Public holiday surcharge name setting.

Surcharge calculation will be percentage based on ALL items in the final sale, as per % value of Public Holiday Surcharge % setting, at the time that the payment request was made.
Subtotal of the sale will reflect the updated amount and is applied for the selected payment request when POS User proceeds.
If POS User cancels payment and returns to the sale, the surcharge conditions will be assessed again on next payment request.

IMPORTANT NOTE: If user adds items to the sale and does not remove the holiday surcharge from the sale, the surcharge amount already in the sale will not be automatically updated.

Polygon POS Management Configuration

Enabling the Public Holiday Surcharge

To enable the setting to have automated surcharges applied to sales at the POS on public holidays:

Access the POS Location Settings (Default Location Settings if you which to apply as a HQ setting or apply to All Locations, otherwise the POS Location Settings for a specific location).
Access POS Terminal Settings | Sale Settlement from the menu on the left.

Enter the Public Holiday Surcharge Name – the name you enter here will be the label used at POS when the surcharge is applied.
Enter the Public Holiday Surcharge Amount.
Choose OK to save the setting.

location settings

The Public Holiday File

For the POS to determine if a Public Holiday Surcharge is to be applied the configuration of Public Holiday records must be accurate.

The Public Holidays File should be maintained on an annual and ongoing basis. The holiday dates are configured as dd/mm values only and are not year specific. Therefore, if the date of a holiday changes from one year to the next (such as Good Friday) it will need to be updated in the relevant database.

For POS, the Public Holiday records are controlled in:

HQ BOH for both Company Owned AND Partner Owned Locations

To access the Public Holidays File:

Choose Payroll | Public Holidays from the main menu in the Polygon Back Office database.
Use the New, New From, or Change button to create or amend a public holiday record.
Enter the Holiday Date in dd/mm format.

Enter the Holiday Name.
Choose the relevant State.
To assign the public holiday to a specific location only, or a list of specific locations, choose Custom from the State dropdown. This will envoke a Location field and allow the selection of one or more POS Locations using the pick list.

public holiday file

POS Location STATE Assignment

For state-based holidays to correctly operate at POS, the STATE assigned to the POS Location on the Store Details tab in the POS Location Update Form must be correctly configured.

For POS, the POS Locations are controlled in:

POS Network in HQ BOH for Company Owned locations.
POS Network in Franchise BOH for Partner Owned locations.

To check | set the state assignment for a POS Location:

Choose the POS Network button on the toolbar.
Highlight the relevant location record in the network tree and use the Change button.
Navigate to the Store Details tab.
Check that the correct State is entered under the Business Address section.

pos location state

Keypad Button - Disable Public Holiday Surcharge

It may be desirable to process some transactions on a programmed public holiday without the automated surcharge applied. This could be true for wastage entries, or perhaps for staff meal transactions.

To facilitate this, a Disable Public Holiday Surcharge button can be programmed on the product keypad.

To do this:

Access the Product Keypad File using the Product Keypads button on the toolbar.
Select the relevant keypad and choose Change.
Click on the desired button, and choose Keypad Button Type Other.
From the Keypad Button Types File highlight Disable Public Holiday Surcharge and choose Select.
Adjust the First Line | Second Line text and button background | foreground colours as desired, and choose OK to save the button.

first and second line

When used, this button will only apply until the end of the current sale. If a restaurant wants to disable the Public Holiday surcharge for the entire day, the holiday record active for the location must be removed or unmapped at the BOH.

Operation at POS

Operationally at POS, the surcharge will be auto triggered by pressing the Pay button or using a Fast Finaliser.

operation at pos

Remember, if the POS User cancels the payment and returns to the sale to add more items the Holiday Surcharge should be first cleared from the sale. Surcharge conditions will be reassessed on the next payment request. If the POS User does not remove the original surcharge from the sale the surcharge amount will NOT be automatically updated.

Excluding the Public Holiday Surcharge

POS Users will require training or instruction as to when the Disable Public Holiday button should be used.

As a general rule, this might be explained as:

“When serving a customer, Surcharge will be added.

When entering non-customer orders, Surcharge can be excluded.

exclude surcharge

ie. Serving a staff member, entering wastage or manually entering an external Delivery order”

To exclude the automated public holiday surcharge from the sale the POS User must use the Disable Surcharge button PRIOR to proceeding to finalise the sale.

The POS will prompt Disable public holiday surcharges for the current sale? and require a Yes or No response.

Contacts

For any assistance or feedback regarding this information please contact the Customer Support Team on support@redcat.com.au or 1300 4 REDCAT (option 3).

Article Change Log

Date	Record of Changes	Author
June 2023	Effective early April 2023 changes were made to have all POS installations read the public holiday file from the HQ BOH database negating the need for Franchise Partners to maintain the public holiday file in their own BOH database.	STB