Setting Up A Surcharge

In this article are the steps to set up an ad hoc or scheduled surcharge within Oolio Back Office.

How Surcharges Work within Oolio

Pre-set surcharges can be set up within Oolio Back Office for use within the Front of House. They are displayed as buttons within the Function Map under Surcharges and can be varied values of either dollar amounts or percentages.

 

How to Create A Surcharge

• Start by navigating to Settings and selecting 'My Store'

  • Note: For Multi-Venue setups, this will say 'Venues & Stores'

Start by navigating to Settings and selecting 'My Store'

• Note: For Multi-Venue setups, this will say 'Venues & Stores'

Note: For Multi-Venue setups, this will say 'Venues & Stores'

• Once in the Store Settings, select the Adjustments Tab across the top of the screen

Once in the Store Settings, select the Adjustments Tab across the top of the screen

• Within the Adjustments Tab, surcharges can be configured using a positive value under the Amount

• To begin doing so, select the Create Button

Within the Adjustments Tab, surcharges can be configured using a positive value under the Amount

To begin doing so, select the Create Button

• This will direct you to the Adjustment Settings Page, enter the relevant name of the surcharge wished to be added

• Enter the name that is desired to be shown on the receipt

• Enter the desired amount of the surcharge

• Choose to create a ‘Dollar’ amount or ‘Percentage’ amount surcharge from the drop-down menu

• If relevant, select which Order Types that require a surcharge

This will direct you to the Adjustment Settings Page, enter the relevant name of the surcharge wished to be added

Enter the name that is desired to be shown on the receipt

Enter the desired amount of the surcharge

Choose to create a ‘Dollar’ amount or ‘Percentage’ amount surcharge from the drop-down menu

If relevant, select which Order Types that require a surcharge

• To finalise the newly added surcharge select Save

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.

• Within the Adjustment Settings, scroll down to Schedule

• Select the Set Date Range toggle

• Enter each day of the year that surcharges may need to be automatically applied i.e. Public Holidays

Within the Adjustment Settings, scroll down to Schedule

Select the Set Date Range toggle

Enter each day of the year that surcharges may need to be automatically applied i.e. Public Holidays

• If the surcharge is only needed for a specific time frame, i.e. Sunday Surcharge, select the Set Time Period Toggle

• This will enable the below table to be edited

If the surcharge is only needed for a specific time frame, i.e. Sunday Surcharge, select the Set Time Period Toggle

This will enable the below table to be edited

• 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

It is not required 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

• Scroll further down to Other Settings

• Selecting Allow on Payment Type, allows for the surcharge to only apply to specific payment types.

  • Reach out to our Support Team if you would like assistance in setting this up

• If the adjustment does not need to be included in the product sales, enable Do not include Sales Amount

• Advance Rules will allow for surcharges to be added to specific guest counts

Scroll further down to Other Settings

Selecting Allow on Payment Type, allows for the surcharge to only apply to specific payment types.

• Reach out to our Support Team if you would like assistance in setting this up

Reach out to our Support Team if you would like assistance in setting this up

If the adjustment does not need to be included in the product sales, enable Do not include Sales Amount

Advance Rules will allow for surcharges to be added to specific guest counts

• To finalise the surcharge, select save

To finalise the surcharge, select save

 

Custom Surcharges From the POS

In case a surcharge has been forgotten to be set up, 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.