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Setting Up Credit Card Surcharge in Vista Material Sales

Overview​

This guide outlines the process for setting up a credit card surcharge in Vista Material Sales. The surcharge will be applied only to credit card payments, while cash payments will not incur any additional fees.

Steps to Configure Credit Card Surcharge​

  1. Add a Default Surcharge Group to MS Company Parameters.
  2. Check the option Calculate Surcharge on Cash Sales in the MS Surcharge Codes form. Note that this option applies to both cash and credit card payment types.
  3. Set up two surcharge sequences in the MS Surcharge Code:
    • Zone 1: 3% surcharge rate
    • Zone 2: 0% surcharge rate
  4. During MS Ticket Entry, the Surcharge code will automatically appear when the Payment Type is either Cash or Credit Card. Use the Zone field to determine if the surcharge should be applied.
  5. Changing the zone value will update the Rate on the Surcharges tab accordingly.

Example Setup​

The following image illustrates the setup for the surcharge code:

![Surcharge Code Setup]([NEEDS DETAIL: Image URL for surcharge code setup])

Material Setup for CCFEE​

Below is an example of the HQ Material setup for the CCFEE used by the surcharge code:

![HQ Material Setup]([NEEDS DETAIL: Image URL for HQ Material setup])

Assumptions​

  • The user has access to MS Company Parameters and MS Surcharge Codes.
  • The user understands how to navigate the MS Ticket Entry process.

Screenshots​

  • ![Surcharge Code Setup]([NEEDS DETAIL: Image URL for surcharge code setup]) - Surcharge Code Setup
  • ![HQ Material Setup]([NEEDS DETAIL: Image URL for HQ Material setup]) - HQ Material Setup