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MICROS POS: Custom Fees for Olo in POS


Audience:

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

Description of task:

Olo released a feature to add custom fees to orders.  These custom fees can be added for any reason determined by the brand to the body of the check/order.  These can be enabled for all orders or for specific hand-off modes for 1 to many vendors (stores).  There is a taxable setting in Olo for these custom fees but the POS returns the order's tax information according to the POS configuration upon validation.

Solution:

The solution to implementing custom fees is to create an open priced menu item or an open dollar amount service charge that will be leveraged in sending the fee to the POS within the order. The tax setting in the POS will determine the tax charged/no charged to the end user for this custom fee.  This new item, or service charge, record is where Olo will send the amount of the Olo custom fee to your POS.  This new item, or service charge, is agnostic as to whether the Olo configuration type for this fee is set to amount or percentage.  If set as a percentage fee in Olo, Olo will calculate the percentage on the subtotal of the order before the fee is added to the order.

 

Steps to implement as an Open Priced Menu Item:

Step 1

Login to MICROS POS Configurator on store’s MICROS Server.

Step 2

Add a MICROS menu item to your database.  Typically, there are many of these in your micros database that you can copy/paste (F5/F6).  Some common menu items to copy for this would be Open Food, Open Liquor, Open Miscellaneous.  Here is an example POS configuration for this.  Please make note of the POS Object number (9011002 in the example below).  This is the POS Reference ID you will add into the Olo Dashboard for this Custom Fee.

mceclip7.png

The Menu Item Class that is selected determines the taxability of this item. 

Here are some example configuration screenshots of MI Class for a non-taxable custom fee.

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Here is an example if the custom fee is taxable:

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If you do not want this custom fee to go into Net Sales, you can suppress this custom fee from Net Sales by this option bit in MICROS.

mceclip11.png

 

Steps to implement as an Open Dollar Amount Service Charge:

(Note: Please reach out to Oracle, or your POS Provider, should you require any POS report modifications.) 

Step 1

Login to MICROS POS Configurator on store’s MICROS Server.

Step 2

Click on the Service Charges tab. Add a new record or copy/paste (F5/F6) from an existing record. 

Here is an example POS configuration for this.  Please make note of the POS Object number (102 in the example below).  This is the POS Reference ID that you will add into the Olo Dashboard for this Custom Fee.

mceclip0.png

The Tax Class that is selected determines the taxability of this item. 

Here are some example configuration screenshots of the Tax Class for non-taxable and taxable custom fees. 

mceclip3.png  mceclip4.png

On the Options tab, checkmark the "Amount" field.

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NOTE: A service charge Custom Fee set up does require a configuration change on the Olo side. Once you have completed the POS changes, please reach out to Olo Support to place the request.  If you accept tips for Olo orders or you use service charges for Dispatch, please make sure that you have a ZeroPricedItemId configured in your Olo POS configurations.  If not, please let us know what menu item to us for this as it is required when there are multiple service charges on an Olo order.

 

Examples of the Olo Custom Fee Setup using an open priced menu item:

Example 1:

Using Open Retail (57005) for Percentage Custom Fee:

(Olo Dashboard: Brand | Custom Fees)

mceclip12.png

(Olo Dashboard: Settings | Custom Fees)

mceclip13.png

(Olo Order)

mceclip14.png

(POS Check)

mceclip15.png

 

Example 2:

Using Open Retail (57005) for Flat Fee Custom Fee:

(Olo Dashboard: Brand | Custom Fees)

mceclip16.png

(Olo Dashboard: Settings | Custom Fees)

mceclip17.png

(Olo Order)

mceclip18.png

(POS Check)

mceclip19.png

 

Examples of the Olo Custom Fee Setup using an open dollar service charge:

Example 1:

Using Custom Fee (102) for Percentage Custom Fee:

(Olo Dashboard: Brand | Custom Fees)

mceclip20.png

(Olo Dashboard: Settings | Custom Fees)

mceclip25.png

(Olo Order)

mceclip1.png

(POS Check)

mceclip29.png

 

Example 2:

Using Custom Fee (102) for Flat Fee Custom Fee:

(Olo Dashboard: Brand | Custom Fees)

mceclip26.png

(Olo Dashboard: Settings | Custom Fees)

mceclip21.png

(Olo Order)

mceclip0.png

(POS Check)

mceclip30.png

 

NOTE: A service charge Custom Fee set up does require a configuration change on the Olo side. Once you have completed the POS changes, please reach out to Olo Support to place the request. 

 

EXTRA TIP: If you set the Custom Fee in the Dashboard to NOT be taxed, please make sure that the POS Menu Item or Service Charge is also NOT taxed. If the menu item or service charge is set up as taxable and the Custom Fee is set up to not tax, at checkout, the Custom Fee will be taxed as the POS is ALWAYS THE FINAL TAXING authority. 

 

Reference:  Custom Fees

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