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Company Settings

Xenial Portal Settings and Tools Company Settings

Use the Company Settings editor to:

Setup the Company Profile

To setup the company profile:

  1. From the left menu pane of Company Settings, select General.

  2. From the General page, define the following settings:

    Setting

    Description

    Name

    Type the company name.

    Type

    From the dropdown, select the company type (e.g. Production, Lab).

    Business Class

    From the dropdown, select the applicable business class: Enterprise or SMB (small or midsize business).

    Address

    Company address.

    City

    City where the company is located.

    State

    From the dropdown, select the state where the company is located.

    Zip / Postal Code

    Company zip or postal code.

    Country

    From the dropdown, select the country where the company is located.

    Time Zone

    From the dropdown, select the time zone where the company is located.

    Preferred Language

    From the dropdown, select the preferred language for UI components to enable users to more efficiently interact with the application.

    Support Phone Number

    Type the phone number to contact support. The site manager calls this number in the event issues arise that require assistance.

Setup Product Subscriptions

To setup product subscriptions for the company:

  1. From the left menu pane of Company Settings, select Subscriptions.

  2. From the Subscriptions list, select the product subscription.

  3. From the product window, toggle Enabled to Yes to enable the product subscription.

  4. From the lower-right of the product window, select Done.

Anmerkung

See Online Ordering Settings for instructions on how to configure the Online Ordering service.

Messaging

When the Messaging product subscription is enabled, define the following settings:

Setting

Description

Core Services

Enable the desired messaging services. At least one Core Service selection is required.

Company Type

From the dropdown, select the applicable business class: Enterprise or SMB (small or midsize business).

Primary Contact Name

Type the name of the primary contact for this product subscription.

New Messaging UI Enabled

Toggle Yes to enable the user interface for the new messaging service.

Toggle No to use the legacy messaging service.

The New Messaging UI Enabled toggle is only available when the selected company type is Enterprise.

Setup Service Subscriptions

To setup service subscriptions for the company:

  1. From the left menu pane of Company Settings, select Services.

  2. From the Services homepage, select the service.

  3. From the Edit service window, toggle Enabled to Yes to enable the service subscription.

  4. Configure the service settings, if applicable. See Service Settings.

Service Settings

The following table describes the configuration settings for each service.

Service

Settings

Avalara

  • Contact email - Email address for contact at Avalara.

  • Contact first name - First name of contact.

  • Contact last name - Last name of contact.

  • Link to Avalara Terms and Conditions - Avalara legal terms.

  • Agreements - Select the check boxes to acknowledge agreement to the terms and conditions.

Citcon

  • Transaction URL - The authentication URL for the Citcon payment merchant.

Deputy

  • Access API Link - Link to the service API.

  • Access Token - Token for the service API.

These credentials are used by default if credentials are not specified at the site-level.

Food Delivery Service

Toggle on the delivery services used at the company and define the following settings:

  • Delivery Service URL - The delivery service link for the company. This link is required by some Valued Partners.

  • Callback URL - (Optional) The Menu Engine link for Web site validation.

  • Order Source - From the dropdown, select the order source to associate with the delivery provider.

    This provides the ability to filter out orders from the provider on reports and designate specific menus for the provider.

Wichtig

Contact the Xenial EngOps team to setup the tokens for both links.

Loyalty

From the Loyalty Provider dropdown, select the loyalty provider to enable.

Configure the settings for the loyalty provider:

Macromatix

Specify the target FTP server credentials. The data is sent and retrieved from the server.

  • Host - The host name of the FTP server.

  • Username - The username to access the FTP server.

  • Password - The password to access the FTP server.

  • Port - The port number of the FTP server.

  • Directory - The root folder route of the FTP server.

Select Validate to determine if the provided credentials are valid.

PayPal QR Code

  • Connect Merchant to PayPal - Connect and link to PayPal.

  • Environment - From the dropdown, select the type of environment where the service is run.

  • Polling Timeout (s) - Specify the number of seconds to keep a request open before timing out. The minimum is 30.

  • Polling Interval (ms) - Specify the number of milliseconds to wait between requests to the payment service. The minimum is 1500.

  • Enable Tips - Toggle on to allow guests to add tips. Define the custom tip percentages to provide to the guest.

Data Exclusions

If a delivery provider service does not support one or more Xenial Ordering data keys (e.g. nutritional data, modifier collections), exclude the data keys from the delivery service configuration.

Delivery services include a Data Exclusions page where the data keys to exclude from the service are identified.

To exclude a data key collection from a delivery service:

  1. From the left menu pane of the Edit service window, select Data Exclusions.

  2. From the upper-right of the Data Exclusion List window, select Add Data Exclusions.

  3. From the Add Data Exclusions window, select the data keys to exclude.

  4. From the lower-right of the Add Data Exclusions window, select Add # Exclusions.

To exclude a custom data key from a delivery service:

  1. From the left menu pane of the Edit service window, select Data Exclusions.

  2. From the upper-right of the Data Exclusion List window, select Add Custom Data Exclusion from the dropdown.

  3. In the Value field, type the data key to exclude.

  4. From the lower-right of the Add Custom Data Exclusion window, select Add Custom Exclusion.

Paytronix Settings

Setting

Description

Provider Merchant ID

ID for the loyalty provider merchant.

Username

The username for the loyalty provider service.

Password

The password for the loyalty provider service.

Environment

From the dropdown, select the environment to use.

When Custom is selected, additional fields are displayed:

  • In the Custom Merchant URL field, type the custom merchant URL.

  • From the Mapping Style, select the desired environment for mapping.

Validate

Select Validate to validate the provided credentials

Punchh Settings

Setting

Description

Environment

From the dropdown, select the environment to use.

When Custom is selected, additional fields are displayed:

  • In the Custom Merchant URL field, type the custom merchant URL.

  • In the Custom Data Sync URL field, type the custom Data Sync URL.

Xenial Loyalty Settings

Setting

Description

Provider Merchant ID

ID for the loyalty provider merchant.

Username

The username for the loyalty provider service.

Password

The password for the loyalty provider service.

Environment

From the dropdown, select the environment to use.

When Custom is selected, additional fields are displayed:

  • In the Custom Merchant URL field, type the custom merchant URL.