Automatic Fee
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To create a fee that is applied automatically at the POS:
From the upper-right of the Fee List screen, select New Fee.
From the menu pane on the left, select a page and define the respective settings.
The following introduces the pages of the Fee List editor.
Page
Description
Define general settings about a fee including the calculation method and the revenue GL account.
Define availability settings by POS screen, order source, order destination, and event type.
Define the criteria an order must meet at the POS to qualify for the fee.
Define application criteria, including the particular item sources and/or items to use when calculating a percentage-based fee.
Note
The Apply Criteria page is only available for the following Fee Methods:
Fixed Percentage
Range
Custom Percentage
General
From the General page of the Fee List editor, define the following settings for an Automatic fee:
Field | Description |
|---|---|
Name | Type a name for the fee. |
ID | Type a code to identify the fee. |
Application Method | Select Automatic to indicate the fee is automatically applied to qualifying orders. |
Allow Fee Removal | From the dropdown, select the applicable option:
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Fee Method | Select the calculation method for the fee:
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Fee Method: Fixed Amount
The following describes the fields to define when Fixed Amount is selected from the Fee Method field.
Field | Description |
|---|---|
Amount | Type the currency amount of the fee. Multi-site users: To the right of the field, select the globe icon to define values for each site. |
Tax Group | From the dropdown, select the tax group for the fee. Multi-site users: To the right of the field, select the globe icon to define values for each site. |
Revenue GL Account | From the dropdown, select the general ledger account for the fee. |
Fee Method: Fixed Percentage
The following describes the fields to define when Fixed Percentage is selected from the Fee Method field.
Field | Description |
|---|---|
Discount Consideration | From the dropdown, select the applicable option:
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Percentage | Type the percentage amount of the fee. Multi-site users: To the right of the field, select the globe icon to define values for each site. |
Maximum Amount | Type the maximum currency amount for the fee. If a value is not defined for this field, then a limit is not set on the fee amount. Multi-site users: To the right of the field, select the globe icon to define values for each site. |
Tax Group | From the dropdown, select the tax group for the fee. Multi-site users: To the right of the field, select the globe icon to define values for each site. |
Revenue GL Account | From the dropdown, select the general ledger account for the fee. |
Fee Method: Range
The following describes the fields to define when Range is selected from the Fee Method field.
Field | Description |
|---|---|
Discount Consideration | From the dropdown, select the applicable option:
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Tax Group | From the dropdown, select the tax group for the fee. Multi-site users: To the right of the field, select the globe icon to define values for each site. |
Revenue GL Account | From the dropdown, select the general ledger account for the fee. |
Range Sets | To add and configure order total range sets:
Add as many ranges to the range set as needed. |
Availability
From the Availability page of the Fees editor, define availability settings for a fee, including:
The active status of the fee at each site.
Any conditions that affect the availability of the fee, including the order source, order destination, and/or event type.
Active Status
From the Availability page of the Fee List editor, define availability settings for a fee:
From the Availability page, locate the Availability section.
Toggle Active to Active if the fee is available for use at the site.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
Availability Conditions
From the Availability Conditions section, define availability settings for the fee by order source, order destination, and event type.
Order Source
Identify the order sources that are eligible for the fee:
From the Availability Conditions section, locate the Order Sources line.
To the far-right of the Order Sources line, select Edit from the 3-dot menu.
From the Condition dropdown, select the applicable option:
Option
Description
All
(Default) The fee is available for all order sources.
Only the Following
The fee is only available for the selected order sources.
Select Add Order Sources.
From the Add Order Sources window, select the order sources.
From the lower-right, select Add # Order Sources.
From the lower-right, select Add Condition.
Excluding the Following
The fee is available for all order sources EXCEPT for the selected order sources.
Select Add Order Sources.
From the Add Order Sources window, select the order sources.
From the lower-right, select Add # Order Sources.
From the lower-right, select Add Condition.
Destinations
Identify the order destinations that are eligible for the fee:
From the Availability Conditions section, locate the Destinations line.
To the far-right of the Destinations line, select Edit from the 3-dot menu.
From the Condition dropdown, select the applicable option:
Option
Description
All
(Default) The fee is available for all order destinations.
Only the Following
The fee is only available for the selected order destinations.
Select Add Destinations.
From the Add Destinations window, select the order destinations.
From the lower-right, select Add # Order Destinations.
From the lower-right, select Add Condition.
Excluding the Following
The fee is available for all order destinations EXCEPT for the selected order destinations.
Select Add Destinations.
From the Add Destinations window, select the order destinations.
From the lower-right, select Add # Order Destinations.
From the lower-right, select Add Condition.
Event Types
Identify the event types that are eligible for the fee:
From the Availability Conditions section, locate the Event Types line.
To the far-right of the Event Types line, select Edit from the 3-dot menu.
From the Condition dropdown, select the applicable option:
Option
Description
All
(Default) The fee is available for all Event Types.
Only the Following
The fee is only available for the selected Event Types.
Select Add Event Types.
From the Add Event Types window, select the Event Types.
From the lower-right, select Add # Event Types.
From the lower-right, select Add Condition.
Excluding the Following
The fee is available for all Event Types EXCEPT for the selected Event Types.
Select Add Event Types.
From the Add Event Types window, select the Event Types.
From the lower-right, select Add # Event Types.
From the lower-right, select Add Condition.
Qualify Criteria
From the Qualify Criteria page of the Fees editor, define the criteria the guest's order must meet to qualify for the fee, including:
Items that are required to be present on the order to qualify for the fee.
Items that disqualify an order for the fee if they are present on the order.
Exclusive Criteria
From the Exclusive Criteria section of the Qualify Criteria page, identify the product tags to exclude from the fee.
From the Tags dropdown, select the applicable product tags. If a guest's order contains an item that is associated with one or more of the selected tags, then the fee is NOT applied to the order.
Required Items
From the Required Items section of the Qualify Criteria page, identify the items that are required to be present on the guest's order to qualify for the fee.
From the Condition dropdown, select the desired condition:
Condition | Description |
|---|---|
None | The application of the fee does NOT require the order to include specific items. |
Any of the Following | To qualify for the fee, the order must include specific items and/or items that are associated with specific tags.
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Any Except the Following | To qualify for the fee, the order must NOT include specific items and/or items that are associated with specific tags.
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Apply Criteria
Note
The Apply Criteria page is only available for the following Fee Methods:
Fixed Percentage
Range
Custom Percentage
From the Apply Criteria page of the Fees editor, define application criteria for a fee, including the particular item sources and/or items to use when calculating a percentage-based fee.
Application Conditions
From the Application Conditions section of the Apply Criteria page, define the following:
Condition | Description |
|---|---|
Apply to Liability Items | Toggle No if the fee is not applicable to gift cards or gift certificates. Toggle Yes if the fee is applicable to gift cards or gift certificates. |
Apply To Item Sources | Toggle No to not enforce order item source conditions. Toggle Yes to only apply the fee to specific order item sources regardless of the overall order source. From the Item Sources section, select Add Item Sources to select the specific order item sources for the fee. |
Applicable Items
From the Applicable Items section of the Apply Criteria page, identify the items to use when calculating a percentage-based fee.
From the Condition dropdown, select the desired condition:
Condition | Description |
|---|---|
All | All items on the order are used when calculating the percentage-based fee. |
Any of the Following | When calculating the fee, only use the specified items and the items associated with the specified tags.
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Any Except the Following | When calculating the fee, do NOT include the specified items or items associated with the specified tags.
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