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Administration
Updated on 11/23/2018
Direct link to topic in this publication:
iikoOffice 6.2
Service Fee

The Service Fee reference includes two types of fees:

  • Rounding in guest’s favor ‒ rules for accounting cents that are dropped when an order price is rounded to the whole number. This is an automatic fee; you cannot remove it.
  • Service Charge ‒ rules for accounting an extra charge when you don’t need this amount to be taxed. This depends on the applicable tax laws. You may add the fee manually.

If an order contains both fees, the Service charge applies first and then the Rounding in guest’s favor.

The fee specifies a discount (or surcharge) and a corresponding service. If you add a discount to an order, the system generates a service acceptance record for a corresponding service; in the case of surcharge—service provision record. An account specified in the fee settings will be used in the record accumulating fee amounts.

The Retail salesService fee item is available to employees that have the “Work with service fee” (B_SCH) and «Work with retail sales» (B_SALE) permissions.

Rounding in Guest’s Favor

The Rounding in Guest’s Favor fee is created automatically and has the following settings:

  • Name name of the fee.
  • Service ‒ Rounding in Guest’s Favor service. It is auto-created in the service reference book, and you cannot select another one. A Service Acceptance Record will be created for this service in the amount of the dropped cents at the time of closing a till shift. The comment specifies which terminal it was created at and when. You are able to edit the record after closing a till shift.
  • Discount ‒ Rounding in Guest’s Favor discount in the discounts and surcharges directory; you cannot select another one. In iikoFront, an order amount might be a fractional number. To round it off, a discount specified in this fee parameters applies.
  • Account ‒ account accumulating cents dropped at rounding. The Discounts Granted account is set by default, but you are able to create any account in the Chart of Accounts and use it. A DISCOUNT transaction with attributes D (Discounts Granted account or any other) and C (Trade Revenue Without Discounts account) is generated based on the Service Acceptance Record. 
  • Calculation method ‒ by default, an order amount is rounded down to the nearest whole number. You cannot select another calculation method.

 
Rounding in Guest’s Favor service fee

Service Charge

This service fee is used when VAT is included in the cost of items and you don’t need to impose it on the service charge. To learn how to set it up, keep reading this article.

Service charge settings:

  • Name is auto-generated, but you can change it.
  • Account to register charge amounts. By default, it is Current Settlements With Employees. You can create a separate account for service charges and specify it in this field.
  • The “Change order total according to discount/surcharge settings” Calculation Method is set by default; you cannot change it.
  • In the table, specify which service a charge corresponds to:
    • In the Discount or Surcharge column, you can choose any surcharge created in iikoOffice or iikoCard
      Each row contains different charges. You cannot add a charge which is used in another service fee. 
    • Service. You cannot choose any service which is not used in another service fee. You can use the same service for different surcharges. It has a Service Provision Record generated in the amount of the service charge. You are able to edit the record after closing a till shift. 

 
Service Charge

Example of a Service Fee

Let’s consider a service fee when VAT is included in the cost of items but must not be imposed on the service charge.

Suppose a restaurant uses two service charges: 10% and 12.5%. A 12.5% charge applies automatically. If a guest doesn’t want to pay this much, you can change it to 10%. If a guest doesn’t like your service very much, you can remove the charge.

To set it up, you have to create two different percentage charges, two services, a surcharge account, and a service fee.

Setup

  1. Create “12.5% Service Charge”
    1. Go to Discount System > Discounts and Surcharges and click Add.
    2. Enter Surcharge name and Name on guest bill. Click Next.
    3. Check the Set automatically and Can be specified manually items. Click Next.
    4. Select “To the full amount of order” in the Method of application block, “Surcharge” in the Type block, and enter 12.5% in the Percentage field.  Click Next.
    5. Check Activate discount and click OK.
  2.      
    12.5% Service Charge Setup

  3.   Create “10% Service Charge”
    1. Go to Discount System > Discounts and Surcharges and click Add
    2. Enter Surcharge name and Name on guest bill. Click Next
    3. Check the Can be specified manually item. Click Next
    4. Select “To the full amount of order” in the Method of application block, “Surcharge” in the Type block, and enter 10% in the Percentage field. Click Next
    5. Check Activate discount and click OK.
  4.       
    10% Service Charge Setup

  5. Create two services in the stock list reference 
    1. Click Add in the stock list reference.
    2. Enter “12.5% Service Charge” in the Name field.
    3. Select “Service” as a Stock list type. You don’t need to specify the service price.
    4. Click Save and close.
    5. Create another service called “10% Service Charge.”
  6.  
    Services to register service charges

  7. Create an account to register service charges
    1. Go to Finances > Chart of Accounts and click New account.
    2. Select Revenue in Type field and enter Service Charge in the Name field.
    3. In the Is the sub-account field, select Trade Revenue.
    4. Click Save.
  8.  
    New account to register service charges

  9. Create Service Fee 
    1. Go to Retail sales > Service fee and click Add. You don’t have to enter the name, it is filled up by the system.
    2. Select the Service Charge Account, which you have just created.
    3. In the first table row, select the “12.5%” surcharge and “12.5%” service.
    4. In the second row, “10%” surcharge and “10%” service. In iikoFront, these surcharges are linked: 10% surcharge is not available while an order has a 12.5% surcharge added and vice versa. 
    5. Check Activate and click Save.

 
Service fee to register service charges

This service charge will be automatically added to an order. For how to change it or remove it, please refer to the Discounts and Surcharges article.

Documents & Reports

Once an order containing a service charge is closed, the system creates a service provision record. The system uses the account specified in the fee settings ‒ “Service Charge.”

 
Service provision record with all service charges per till shift

You can view service charges in the OLAP Sales Report.

 
Service charges in the OLAP Sales Report