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.
The solution to implementing custom fees is to create an open priced menu item in your POS for Olo to leverage in sending the fee to the POS within the order. The tax setting in POS will determine the tax charged/no charged to the end user for this custom fee. This new item record is where Olo will send the amount of the Olo custom fee to your POS. This new item 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:
Login to MICROS POS Configurator on store’s MICROS Server.
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
The Menu Item Class that is selected determines the tax ability of this item. Here are some example configuration screenshots of MI Class for a non-taxable custom fee.
Here is an example if the custom fee is taxable:
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.
Same micros checks and Olo Custom Fee Setup:
Using Open Retail (57005) for Percentage Custom Fee:
Using Open Retail (57005) for Flat Fee Custom Fee: