Back to Olo.com

SIMPHONY 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:

Set up an Open $ Amount Menu Item within Simphony EMC:

  • Create an open priced menu item in Simphony that is available at all locations that will use the Olo Custom Fees feature. 
  • Name it 'Custom Fee' or some variation that suits you as it will be on guest checks.
  • Set up Tax on the Menu Item as is appropriate for the store.
  • This Fee will live in the body of the guest check that Simphony prints after the commitment to POS.

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.) 

Set up an Open $ Amount Service Charge within Simphony EMC:

  • Create an open dollar amount service charge in Simphony that is available at all locations that will use the Olo Custom Fees feature. 
  • Name it 'Custom Fee' or some variation that suits you as it will be on guest checks.
  • Set up Tax on the service charge as is appropriate for the store.
  • This Fee will live in the body of the guest check that Simphony prints after the commitment to POS.

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. 

 

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.

 

Reference:  Custom Fees

Didn't find what you need?

Submit a request to our Help Team and someone will
get back to you shortly.

Submit a request

Copyright © 2020 Olo. All rights are reserved.