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XPIENT/IRIS 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 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:

Step 1

Open up the Item Master Editor. 

Step 2

Select "New" to add a menu item to your database. Please make note of the POS Object number (1000002 in the example below).  This is the POS Reference ID you will add into the Olo Dashboard for this Custom Fee.

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All of the settings can be left as Default for Pages 1-11, unless the item needs to be taxed according to specific tax rules, or show up under a specific category etc. 

It is not recommended to add a Price for the item, since Olo will be overriding the Item Price as part of the fee.

Example 1

Using Open Item (1000002) for Percentage Custom Fee

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Example 2:

Using Open Retail (1000002) for Flat Fee Custom Fee:

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