In this article, you will learn how to apply surcharges to your Online, UberEats or Doordash menus via the Orders app.
How Surcharges work for Online ordering:
While the Online Store used to be a part of the core OolioPOS that was managed through the Back Office, it has since evolved, and is now managed through the Orders App. Surcharges and Discounts are set up through Orders, and automatically apply to orders within the rules you set up, and remain active until you edit or delete them.
Setting up a Surcharge
- We are going to start with surcharges, and for our example, we'll use Public Holidays. From the Back Office, click the 9 dots in the far upper right hand corner
- Click on Orders. This will open a new tab in your browser launching the Orders app.
- Once in Orders, you'll see your location, or locations, and the active channels they are connected to. In the lefthand menu, below Adjustments, click on Surcharges.
- From the Surcharges page, click Create+ This opens the Surcharge Details page.
- Now we'll enter the name of the surcharge, the amount, and then choose from the dropdown to decide if it will be charged by dollar amount or percentage.
- Select the stores and order types your surcharge will apply to, and for our Public Holiday surcharge, we're going to toggle Schedule Surcharge to On
- We'll also toggle Set Date Range to On so that we can enter the dates this surcharge will apply to.
- You can select multiple dates at once to save yourself extra work in the future. Once you are satisfied with the date ranges you've entered, click Create Surcharge in the lower right corner. Your surcharge will now be visible from the main Surcharges screen.
- From the details page, you can also choose specific days and times for a surcharge to be implemented, ie Sundays. This option is directly below Set Date Range, and is labeled Set Time Period. Once again, these surcharges are separate to any that you have set up for your in-house POS and must be managed through Orders as needed.