Configuring Delivery and Pickup Fees to be Automatically Added to To Go Orders

• About Delivery and Pickup Fees
• Creating a Delivery Fee to be Automatically Added to Delivery Orders
• Creating a Pickup Fee to be Automatically Added to Pickup Orders
• FAQs
  • What reports show delivery and pickups fees?

About Delivery and Pickup Fees

For POS locations that support delivery and pickup orders (i.e., to go orders), and for pickup and delivery orders placed through the Portal app, a delivery fee can be configured to be automatically added to a delivery order, and a pickup fee can be configured to be automatically added to a pickup (i.e., takeout) order. 

Creating a Delivery Fee to be Automatically Added to Delivery Orders

1. If not already created, create a "Fee Category" and apply it to the breakfast, lunch and dinner meal services (see Creating a Non-Menu Category).
   
   
2. If not already created, create a "Delivery/Pickup Fee" product with a Product Type of Non Inventory Product, and assign it to the "Fee Category" (see Adding a Single Product in the POS System). 
   
   
3. Click POS Setting > Locations. Click the Edit button of the POS location.
   
   
4. Scroll to the Pickup/Delivery Fee section.
   
   
5. Click the Add Another Pickup/Delivery Fee button. The section expands accordingly. 
   
   
   
   
6. From the Fee Type drop-down, select Delivery. 
   
   
7. From the the Product drop-down, select the delivery/product fee product created in step 2 above.
   
   
8. In the Fee Amount field, enter the delivery fee amount. 
   
   
9. Scroll to the bottom of the screen and click the Save Location button to apply your changes. 

Creating a Pickup Fee to be Automatically Added to Pickup Orders

1. If not already created, create a "Fee Category" and apply it to the breakfast, lunch and dinner meal services (see Creating a Non-Menu Category).
   
   
2. If not already created, create a "Delivery/Pickup Fee" product with a Product Type of Non Inventory Product, and assign it to the "Fee Category" (see Adding a Single Product in the POS System). 
   
   
3. Click POS Setting > Locations. Click the Edit button of the POS location.
   
   
4. Scroll to the Pickup/Delivery Fee section.
   
   
5. Click the Add Another Pickup/Delivery Fee button. The section expands accordingly. 
   
   
   
   
6. From the Fee Type drop-down, select Pickup. 
   
   
7. From the the Product drop-down, select the delivery/product fee product created in step 2 above.
   
   
8. In the Fee Amount field, enter the pickup fee amount. 
   
   
9. Scroll to the bottom of the screen and click the Save Location button to apply your changes. 

FAQs

What reports show delivery and pickups fees?

The Sales Details reports in the POS Dashboard will list the delivery and pickup fees that have been charged in transactions.