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How to Setup Dynamic Delivery Fees

This article will provide the necessary steps to set up dynamic delivery fees in Incentivio, as well as setting up service fees in our external POS partners. For a general overview of this feature, please refer to this guide: Dynamic Delivery Fees - Feature Overview

As a reminder, this feature is confirmed to work with:

  • Toast
  • Revel
  • Square
  • Incentivio Tablet

 

Contents

  1. How to Setup Dynamic Delivery Fees
  2. External Service Fees
    1. Toast
    2. Revel
    3. Square

 

How to Setup Dynamic Delivery Fees

The Dynamic Delivery Fee feature will live on the Store Ordering Setup page under the Taxes & Charges section. To configure this feature, follow the steps below:

  1. In the Admin Portal, navigate to the Setup > Store Ordering Setup > Edit > Taxes & Charges.
  2. In the Taxes & Charges section, select the Add Charge button. This will open a new pop up, where you will configure the charge settings.
    Screen Shot 2023-10-09 at 11.15.02 AM.png
  3. On the Add Charge pop-up, select Delivery as the Applicable Order Type.
  4. After selecting Delivery, a new field called Dynamic Delivery? with a checkbox will be displayed. To enable this field, click the checkbox.
    Screen Shot 2023-10-09 at 11.17.33 AM.png
  5. Once you enable Dynamic Delivery, the Dynamic Delivery Charge section will be displayed under the Charge Type field. Update the Charge Type to Amount or Percentage, depending on what the client would like to set up.
    For most point of sale systems, it will be necessary to link each tier to a service charge in their POS. Please refer to the below sections for instructions on setting up service fees in each POS.
    Please note: If no external fee is setup and it is required by the POS, the delivery order will fail - not just for that delivery radius, but for all deliveries.

    Screen Shot 2023-10-09 at 11.19.01 AM.png
  6. The first tier in this section will automatically populate 0 miles. This means that customers who are farther than 0 miles from the restaurant will be charged this amount. 
    For each tier, the "Farther Than" distance should be the minimum distance required to be charged that fee. For example, if a client wants to set up three tiers (0-5 miles, 5-8 miles, and 8-10 miles), you would set up two additional tiers - Farther Than 5 Miles and Farther Than 8 Miles.
    To add a second charge tier, select the "Add Distance" button. This will allow you to set a minimum distance and charge amount for this tier, as well as the respective external charge ID.


    Screen Shot 2023-10-09 at 11.19.40 AM.png

  7. Repeat step 7 as many times as necessary and then complete the rest of the Add Charge popup. When you are finished, select the "Add" button at the bottom and the Dynamic Delivery Fee will be saved.

    Screen Shot 2023-10-09 at 11.20.16 AM.png

Note: This feature does not affect the delivery radius. This means if the radius is only 10 miles wide, and you set up a charge as farther than 20 miles, then the radius will still remain 10 miles wide and the charge will be ignored in the delivery fee calculation at checkout.

 

External Service Fees

Toast

  1. On toasttab.com, navigate to Payments > Service Charges.
  2. Select + Add to create a new service fee.
  3. Enter the service fee Name and set the Charge Type to either Fixed Amount or Fixed Percentage, then enter the Charge Amount. The setting Apply After Amount Threshold should remain set at $0.00, meaning that all orders over $0.00 will be charged for delivery.
    When naming the fee, it is recommended to name it in a way that specifies the delivery tier for clarity.
    Note: If the client is using Toast Multi-Location Management (MLM), it is also necessary to set the Target and Owner of this service fee at this stage.
    Screenshot 2024-05-15 at 11.12.04 AM.png
  4. For the remaining settings, Assign to check owner (Gratuity)? should be set to No. Assign the fee to the restaurant. Whether it's taxed is state-dependent, so work with the client to determine if that applies to them. All dining options should be set to No, including Delivery.
    This is because it will automatically apply any fees set to Delivery for orders using that dining option; since dynamic delivery fees require multiple fees to be set up, setting this to Yes would cause ALL of these fees to be applied to a single delivery order.
    Screenshot 2024-05-15 at 12.13.14 PM.png
  5. Repeat this process and create a new service fee in Toast for each tier.
  6. To link this service fee to the delivery tier set up in Incentivio, copy the service fee GUID that appears after saving this service fee:Screenshot 2024-05-15 at 12.16.13 PM.png
  7. Paste this service fee in the corresponding External Charge in Incentivio:
    Screenshot 2024-05-15 at 12.18.22 PM.png
  8. Repeat this with each tier.

 

Revel

No external service fee is needed for Revel clients. However, dynamic delivery fees have been tested and confirmed to work as expected, including mapping to the appropriate reporting in Revel, without linking to an external fee.

If you do want to map to a specific service fee in Revel, here is Revel's guide on creating service fees: Revel Systems - Service Fee Guide

 

Square

No external service fee is needed for Square clients. Square only allows the setup of a single service fee and does not support open amount/percentage fees. However, dynamic delivery fees have been tested and confirmed to work as expected, including mapping to the appropriate reporting in Square, without linking to an external fee.

 

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