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Toast POS: Dispatch Fee and Tip Setup


Audience:

Technical Teams, Customer Success Specialists, Client's POS programmer      

Description of task:

Olo can send the Dispatch Fee (as quoted by the DSP) and/or the Dispatch Tip (as indicated by the guest) down to Toast POS. Both can either be sent down as Service Charges, or Open Menu Items. Service Charges will have the Dispatch Tip and Fee show in Toast Net Sales. Using Open Menu Items would allow you to configure the items to NOT show in Net Sales. This article is to define those options to assist the DBA on the brand side with the setup in POS. This is for "Dispatch" and is not applicable to "Own Fleet Delivery", though they have some similarities. 

Solution:

Service Charges

Dispatch Fee via Service Charge

Use a Service Charge to send down the Dispatch Fee to Toast POS.

  • This Service Charge needs to be set up and flagged as follows:
    • Charge Type = Open Amount
    • Apply After Amount Threshold = $0
    • Assign to check owner (Gratuity)? = No
    • Taxed = Dependent on Tax laws per location
    • Delivery = No
  • Name it 'Dispatch Fee'

Dispatch Tip via Service Charge

Use a Service Charge to send down the Dispatch Tip to Toast POS.

  • This Service Charge needs to be set up and flagged as follows:
    • Charge Type = Open Amount
    • Apply After Amount Threshold = $0
    • Assign to check owner (Gratuity)? = No
    • Taxed = Dependent on Tax laws per location
    • Delivery = No
  • Name it 'Dispatch Tip'

Dispatch Tip and Fee via Open Menu Items

Here is an article on how to add a Menu Item in Toast. Be sure to set the Pricing Strategy to "Open Price":

https://central.toasttab.com/s/article/Creating-Menu-Items-1492809350239#Adding_new_menu_items

Please add a note when submitting the Item GUID if the amount needs to be included in Net Sales. By default, the item will not be included in Net Sales. 

Steps to implement:

Copy the "GUID" and Name from the Creation screen for each Service Charge or Open Menu Item, and send it to your Toast Technical POS Specialist to update for your brand.

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