Ordering Settings
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The following describes how to configure the Ordering application using Data Management.
The editors used to configure the Ordering application are located in the Ordering Settings menu of Data Management. The Ordering Settings menu includes the following categories.
Category | Description | Editors |
|---|---|---|
Products | Configure products and product properties. Product properties include inventory locations and reporting categories. | |
Modifiers | Configure individual modifiers, and modifier groups and collections. | |
Pricing | Create and manage price point records. Update product and modifier pricing, including site-specific pricing, and child item pricing rules. | |
Menu Layout | Configure Ordering menus and menu components including menu categories and item groups. | |
Discounts & Fees | Configure item and order-level discounts, coupons, promotions and fees. | |
Taxes | Configure tax settings including tax rates, product tax groups, and tax jurisdictions. | |
Donations | Setup a donation for a charitable cause to which customers can make contributions at the Ordering application. | |
Hardware | Configure hardware settings including terminal schemes and peripheral devices. | |
House Accounts | Create and configure House Accounts. Tendering orders with a House Account enables a customer to accrue a balance for products sold that can be billed and paid at a later date. | |
Settings | Configure company and site-specific Ordering settings including email and receipt templates. |
About the Site Selector
Use the Site Selector to navigate and filter the list of company sites and select the specific sites to update.
After selecting sites, the record list of a Data Management editor only includes records that are mapped to those sites. For example, the Product List editor only lists product records that are mapped to the selected sites.
From the upper-right of the Data Management editor homepage, select Select Sites to open the Site Selector.