Service Charges - Fixed Charge or Percentage

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Service Charges - Fixed Charge or Percentage

This article will show you how to create a service charge to be added to all orders within a designated menu. It is imperative that the correct menu allocation is chosen as the item cannot be 'switched off' and must be deleted by our team if it is applied to the incorrect menu.

A service charge can take the form of either a fixed rate which will be added to the bill or as a percentage of the bill (calculated on the total of items, including other charges).

Fixed Charge

Step 1

Navigate to F&B > Global Items, scroll to the bottom of the page and select Create Items

Create_Items.png

Step 2

Create the item using the name you wish to have shown on the bill

The amount should reflect the fixed amount you wish to charge

We suggest using VN001 as the SKU unless this is already used

Select the 'Special Type' of "Delivery Fee"

As previously advised be sure to select the correct Location and Menu you wish to add this charge to as this cannot be undone without escalation to the support team.

 

Create_New_Items_-_Delivery_Fee.png

Step 3

Once submitted you are done, the fee will be added to all orders placed on the selected Menu

 

Percentage Charge

Step 1

Navigate to F&B > Global Items, scroll to the bottom of the page and select Create Items

Create_Items.png

Step 2

Create the item using the name you wish to have shown on the bill

The amount should be set as Zero

We suggest using VN001 as the SKU unless this is already used

Select the 'Special Type' of "Service Charge"

As previously advised be sure to select the correct Location and Menu you wish to add this charge to as this cannot be undone without escalation to the support team.

 

Create_New_Items_-_Service_Charge.png

 

Step 3

 Once Submitted, you will need to navigate back to Global Items and the item itself to click on 'Details'

Global_Items_-_Details.png

Step 4

Click on the 'ITEM DETAILS' Edit button

Details_-_Item_Details.png

Step 5

In the next screen click on 'ADD MORE DETAILS'

Item_Details_-_Add_More_Details.png

 

Step 6

In the Metadatum name text box input - item_special_type_rate

In the Metadatum value text box input the percentage amount you wish to add in it's decimal format

i.e. for 20% use 0.20, for 5% use 0.05 or for 7.5% use 0.075

Add_More_Details_-_Data.png

Once complete click on the UPDATE button to save the changes.

This percentage will now be added to any order placed on menus which this item is added to. As previously advised if the item is added to the incorrect menu it will need to be deleted with help from the Support team.

 

Tax Note 

If you need the item to be taxable, it should be named "taxable service charge". It will only work if "tax on items" is set to "No" for the menu. No tax on items, so if there are different tax rates for different items in that menu, the service charge will not apply a tax to it. 

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