Menu
To create a Xenial Ordering menu:
From the Xenial Portal homepage, select Data Management.
From the Ordering Settings menu, select Menu Layout.
From the Menu Layout menu, select Menu.
From the upper-right of the Menu homepage, select Create Menu.
From the menu pane on the left, select a page and define the respective settings.
The following introduces the pages of the Menu editor.
Page
Description
Define general settings including the menu name and sort order.
Define the availability of the menu based on order source, order destination, and time period.
Add menu categories to the menu.
From the upper-right of the screen, select Save.
General
→ → → →
From the General page of the Menu editor, define general settings for a menu.
In the Name field, type a name for the menu.
In the Sort Order field, type the sequence number for this menu.
The Sort Order defined for each menu determines the order in which the menus are sorted on the POS.
Availability
→ → → →
From the Availability page of the Menu editor, define availability settings for a menu, including:
Availability - Define the product's availability at a site.
Order Sources - Define availability restrictions by order source.
Destinations - Define availability restrictions by order destination.
Time Periods - Define availability restrictions by time period.
Availability
To define a menu's availability at a site:
From the Availability page, locate the Availability section.
Toggle Active to Active if the menu is available for use at the site.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
Order Sources
To define a menu's availability by order source:
From the Availability page, locate the Order Sources section.
Toggle Allow Order Source Restriction to On to restrict the menu's availability to specific order sources.
Toggle Available to Yes for each order source where the menu is available.
Destinations
To define a menu's availability by order destination:
From the Availability page, locate the Destinations section.
Toggle Allow Destination Restriction to On to restrict the menu's availability to specific order destinations.
Toggle Available to Yes for each order destination where the menu is available.
Time Periods
To define a menu's availability by time period:
From the Availability page, locate the Time Periods section.
Toggle Allow Time Periods Restriction to On to restrict the menu's availability to specific time periods.
Toggle Available to Yes for each time period where the menu is available.
Priority Level for Menu Availability
If more than one menu is configured as the default menu for the same time period, the menu with the most defined restrictions is given priority.
A date range restriction has the highest priority.
If more than one menu has a date range restriction:
The shorter date range has the highest priority.
If the date ranges match, then the day of the week is given the highest priority.
If the days of the week match, the shorter time range is given the highest priority.
If all restrictions match, then the menus are prioritized alphabetically by menu name.
Menu Categories
→ → → →
From the Menu Categories page of the Menu editor, add the menu categories to include on a menu.
From the Menu Categories section, select Add Menu Categories.
From the Add Menu Categories window, select the menu categories.
Select Add # Menu Categories.
From the Menu Categories section, select and drag the control to the left of the listed categories to sort them in the desired sequence.
Menu Actions
To perform an action on a menu:
From the Menu editor homepage, select the menu.
From the right of the Type column, select the 3-dot menu.
From the dropdown, select an action:
Action
Description
Edit
Edit the menu properties.
Remove
Delete the menu.
Duplicate
Create a copy of the menu.
Add Menu Category
Create a new menu category and link it to the menu.
In the Name field, type a name for the menu category.
(Optional) To open an editor and define the properties of the menu category immediately, select Open in editor after creation.
Select Done.
Menu Category Actions
To perform an action on a menu category:
From the Menu editor homepage, select the menu.
From the left of the menu name, select the plus sign + to expand the menu components.
From the list of menu components, select the menu category.
From the right of the Type column, select the 3-dot menu.
From the dropdown, select an action:
Action
Description
Edit
Edit the menu category properties.
Remove
Delete the menu category.
Unlink
Remove the association between the menu category and its menu.
Duplicate
Create a copy of the menu category.
Move Up
Move up one level on the list.
Move Down
Move down one level on the list.
Move to Top
Move to the top of the list.
Move to Bottom
Move to the bottom of the list.
Add Menu Item Group
Create a new menu item group and link it to the menu category.
In the Name field, type a name for the menu item group.
(Optional) To open an editor and define the properties of the menu item group immediately, select Open in editor after creation.
Select Done.
Menu Item Group Actions
To perform an action on an existing menu item group:
From the Menu editor homepage, select the menu.
From the left of the menu name, select the plus sign + to expand the menu components.
From the list of menu components, locate the menu category that contains the menu item group.
From the left of the menu category name, select the plus sign + to expand its components.
From the list of menu category components, select the menu item group.
From the right of the Type column, select the 3-dot menu.
From the dropdown, select an action:
Action
Description
Edit
Edit the menu item group properties.
Remove
Delete the menu item group.
Unlink
Remove the association between the menu item group and its menu category.
Duplicate
Create a copy of the menu item group.
Move Up
Move up one level on the list.
Move Down
Move down one level on the list.
Move to Top
Move to the top of the list.
Move to Bottom
Move to the bottom of the list.
Product Actions
To perform an action on an existing product:
From the Menu editor homepage, select the menu.
From the left of the menu name, select the plus sign + to expand the menu components.
From the list of menu components, locate the menu item group that contains the product.
From the left of the menu item group name, select the plus sign + to expand its components.
From the list of menu item group components, select the product.
From the right of the Type column, select the 3-dot menu.
From the dropdown, select an action:
Action
Description
Edit
Edit the product properties.
Remove
Delete the product.
Unlink
Remove the association between the product and its menu item group.
Duplicate
Create a copy of the product.
Move Up
Move up one level on the list.
Move Down
Move down one level on the list.
Move to Top
Move to the top of the list.
Move to Bottom
Move to the bottom of the list.