How To Create a Fee

In this article we will cover how to create a fee within the same rules engine as discounts & coupons.

Order rule fees may not be used as a method of surcharging guests for credit card fees. This is against the law. If you'd like to know more about credit card surcharging, please read this article and reach out to your dedicated GoTab account manager to setup credit card surcharging. 

Tagging & Segments Before Creating Fee

If our fee is applicable to only certain products, then we first would want to navigate to the Product Catalog in the manager dashboard and tag corresponding products with a tag. 

If the fee isn't for just specific products and maybe it's a fee only for a Takeout Zone, we don't necessarily need to tag the products as shown above. If limiting to specific zones, no tag is needed on the product. 

If this is a fee we want a server to manually apply, we also need to create a segment. Adding a segment to any order rule ensures that a guest in QR flow needs to be part of that segment for the rule to apply, as well as in the POS a server would manually have to apply that order rule. If you would like this fee to automatically apply on the POS and QR ordering without a server having to do anything, no segment would be needed.

Create a Fee

Navigate to the Rules Page in your manager dashboard. 

• Steps 1 and 2 are simply naming the fee in how it's displayed internally and externally for guests.
• Step 3 is most likely going to be setting the fee to apply to the entire tab. 
• Step 4 is YES if our fee is applying to specific product(s)and no if it's a fee that may just apply to a certain zone or has no limitations at all.
• Step 5 is where we set either a % or specific $ amount for our fee.
• Step 6 is if a certain product needs to trigger the fee to occur. If we want the fee to take place on an entire tab but only when a specific product is ordered, we would say yes and use tag made previously. Generally a NO for fees here.
• Step 7 is simply if we want the fee to only occur once a certain subtotal is met.
• Step 8 limits the number of times on a tab/order the fee can apply.
• Step 9 determines if other rules can apply while this rule is on. If NO here, then any other discounts/coupons that are higher in the list of your order rules will prevent this fee from being applied. For fees, generally want YES.
• Step 10 is how we can limit by zones. If it's a Takeout Fee, we can say yes and choose our Takeout Zone(s) that the fee applies in.
• Step 11 is whether this fee is limited to any segments. As previously mentioned, if we don't want this automatically applying in QR/POS orders, then we need a segment created and limit this fee to that segment. 

Create and toggle on your fee. We default to any order rule as toggled off, so be sure to toggle this on.