Configure fees and donations in the Dutchie POS Backoffice

With Dutchie POS, you can use Fees & donations to collect delivery fees or apply other fees and optional donations at the point of sale.

Things to know

  • Fees and donations are different from payment fees.
  • Fees and donations are an optional feature. If you don't see Settings > Fees & donations in the Backoffice, contact Dutchie Support to have it enabled for your location.bo_settings menu_fees & donations.png

Create a fee or donation

  1. Go to Settings > Fees & donations. 
  2. Click Add fees/donation
  3. From the Type dropdown, select whether this is a Delivery Fee or General Fee or Donation.
  4. Fill out the fields. All fields are required.
     
    Settings Notes
    Name Provide a specific name.
    Active Toggle this to Enabled. Fees and donations cannot be deleted but can be Disabled.
    Calculation method Flat Amount, Percent of Sub-Total, Round Up To Next.
    Calculation value Enter a dollar amount or percentage depending on the calculation method. For Round Up To Next, enter 1 to round up to the nearest dollar, 5 to the nearest $5 increment, etc.
    Application type Select Automatic or Manual.
    Is revenue?

    Select Yes for fees that should be considered revenue for reporting purposes.

    Select No for fees or donations that will be passed on to a third party and, therefore, should not be considered revenue for reporting purposes, such as charitable donations or bottle and can deposits.

    Taxable? Is the fee or donation taxable? If yes, select the Tax rate(s) that should be applied to the fee or donation.
    Product category (Automatic fees only) Automatically apply the fee to any order that contains the selected product category.
    Dollar minimum (Automatic fees only) The minimum order subtotal to which the fee should apply.
    Dollar maximum (Automatic fees only) The maximum order subtotal to which the fee should apply.
    Applies to all zones? (Automatic delivery fees only) Select whether the delivery fee should apply to all delivery zones. If no, select the applicable zone(s).
  5. Click Save.

Apply fees & donations at the Register

Automatic fees are automatically added to carts that meet the specifications you configured. To apply a manual fee to a cart, click the ellipsis button and select Fees & donations, see Apply / Modify fees and donations at the register.

reg_cart_ellipsis button_fees and donations.png

Reports for fees & donations

You can access and run the following  reports in the Backoffice that allow you to see all fees and donations collect:

  • Fee / Donation Summary report - This is a Marketing report that provides the summary of fees and donations in the date range selected. Use this report to validate all fees and donations created and collected in the POS.
  • Fee / Donations Transaction report - This is Sales report  that details all transactions in the selected time period with fees and donations collected. Use this report to validate the fees and donations collected on a per order basis.
  • Fee / Donations by employee - This Employee report gives the sum collected per fee / donation for each employee. You can run this report for all of your locations and see data for each. Use this report to validate the fees and donations per Budtender order.

What's next?

Was this article helpful?