In this article, you will learn how to set up a surcharge for your POS.
How Surcharges Work within Oolio
Pre-set surcharges can be set up within Oolio Back Office for use in Front of House POS. They are displayed as buttons within the Function Map under Surcharges and can be varied values of either dollar amounts or percentages. You can apply permissions to these buttons so only staff members of a certain level may access them.
How to Create A Surcharge
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Start by navigating to Settings and selecting 'Locations'
- If there are multiple venues, they will all be listed under 'Locations'
- Click on the Settings cog of the bold location you want to set up a surcharge for.
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Once in the Store Settings, select the Surcharges Tab from the options across the top of the screen
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To begin, select the Create+ Button
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This will open the Surcharge Details Page. Begin by entering the relevant name of the surcharge you wish to add. For our example, we are going to create a Public Holiday Surcharge.
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Enter the name as you would like for it to be shown on the receipt
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Under Amount, enter the desired amount of the surcharge.
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Use the dropdown to choose whether you want the surcharge to be a ‘Dollar’ amount or ‘Percentage’
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Next, click Store, and tick the boxes next to every location you wish to apply the surcharge. Just below that, you can choose which order types(ie Delivery, Dine-In, etc) you want the surcharge applied to.
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To finalise the newly added surcharge select Save
Scheduling a Surcharge
Oolio Platform also has the ability to schedule surcharges on a yearly calendar, along with scheduling by time and day of the week. We'll use our previous example, Public Holiday surcharge, to show you how.
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Within the Surcharge Details, scroll down to Schedule
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Toggle the Set Date Range function to On, and then click the green + sign to begin adding dates.
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Enter each day of the year that surcharges may need to be automatically applied i.e. Public Holidays
You can also set a recurring surcharge for certain days or times, Sunday surcharge for example.
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If the surcharge is only needed for a specific time frame, select the Set Time Period Toggle
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This will enable the below table to be edited
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To ensure a surcharge is applied automatically to the desired time period, select the Automatic Toggle
To ensure a surcharge is applied automatically to the desired time period, select the Automatic Toggle
To finalise the scheduled surcharge, select save
You do not need to delete the surcharge if it can be used for future events.
Other Settings
There are a few additional settings that can be toggled on or off
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Scroll further down to Other Settings
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Selecting Allow on Payment Type, allows for the surcharge to only apply to specific payment types.
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Reach out to our Support Team if you would like assistance in setting this up
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If the adjustment does not need to be included in the product sales, enable Do not include Sales Amount
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Advance Rules will allow for surcharges to be added to specific guest counts
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To finalise the surcharge, select save
Custom Surcharges From the POS
In the event a surcharge is needed but hasn't been created, Oolio POS allows users to enable a customer surcharge from the Front of House.
This will apply a surcharge to all orders automatically.
Ensure the surcharge is turned off before the next day of trade as it will carry on until disabled.
