Technical Teams, Client'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 a check/order. They can be enabled for all orders or for specific hand-off modes and for specific or all stores. There is a taxable setting in Olo for 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 settings in POS will determine the tax charged/not 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 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. POS will calculate tax according to what is set in POS and POS will send that to Olo in the validation call.
Steps to Implement
Open Menu Editor or QuickMenu in POSitouch
Add a POSitouch menu item to your database and assign it to the appropriate Major and Minor Categories (Olo Fees, Custom Fees, whatever is used by your brand to track fees). Price 1 must be zero dollars ($0.00). assign the appropriate tax rates, and assign the appropriate Major/Minor Categories for Fee tracking by your brand. Example screenshot Below:
On a POSitouch Screen, add the item to a Cell Type 1 - Primary Item. Example screenshot below: