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Add Company

Xenial Cloud Portal → User Name Dropdown → Admin

Important

Only Admin users have the ability to add a company to the Xenial Cloud Portal.

To add a company:

  1. From the left menu pane on the Admin homepage, select All Companies.

  2. From the upper-right of the Company List homepage, select Add Company.

  3. From the left menu pane, select a page and define the respective settings.

    The following introduces the pages of the New Company editor.

    Page

    Description

    General

    Define company profile settings.

    Brands

    Add related brands and child companies by brand (if applicable).

    Subscriptions

    Enable product subscriptions.

    Services

    Setup company services.

    Identity Providers

    Add Identity Providers for user authentication.

General

From the General page of the Company editor, define the following company profile 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.

Event-Based Accounting

Toggle Yes to enable event-based accounting (if applicable).

Toggle Yes if the Suite Catering feature is used.

Events are configured through Xenial Cloud Portal and Data Management. To create or edit an event, see Events. For information about Event Types, see Event Types.

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.

Brands

From the Brands page of of the Company editor, add related brands and child companies.

To add related brands:

  1. From the upper-right of the Brands section, select Add Brands.

  2. From the Add Brand window, select the brand(s).

  3. From the lower-right of the Add Brand window, select Add # Brands.

To add child companies by brand:

  1. From the Brands page, locate the Child Companies by Brand section.

  2. From the upper-right of the Child Companies by Brand section, select Add Child Company.

  3. From the Add Child Company window, select the child companies.

  4. From the lower-right of the Add Child Company window, select Add # Child Companies.

Subscriptions

From the Subscriptions page of the Companies editor, enable product subscriptions:

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

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

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

Messaging Settings

When the Messaging subscription is enabled, define the following:

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.

Online Ordering Settings

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

Xenial Back Office Settings

When the Xenial Back Office subscription is enabled, define the following:

Setting

Description

Domain

Type the domain value that is used to identify the company in Xenial Back Office.

Services

Xenial Portal → Username Dropdown → Admin → Settings and Tools → Company Settings → Services

From the Services page of the Companies editor, configure the company services:

  1. From the Services homepage, select the service.

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

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

  4. From the lower-right of the services form, select Done.

Service Settings

The following table identifies the configuration settings for select services.

Service

Settings

Altametrics

  • Application URL - Paste the Application URL.

  • Partner ID - Type the partner identifier provided by Altametrics.

  • Partner Key - Paste the Partner Key.

  • Client ID - Type the client identifier provided by Altametrics.

  • eRest Site Number - Type the identifier for eRestaurant client.

  • Calculation Values - From the dropdown, select the set of Calculation Values that corresponds with the reporting data set.

  • Active - Toggle Yes to enable the service.

Analytics

  • Business Owner Name

  • Merchant Legal Name

  • Merchant Name

  • Merchant Category Code

Avalara

  • Contact email

  • Contact first name

  • Contact last name

  • Link to Avalara Terms and Conditions

  • 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

The following credentials are used by default if credentials are not specified at the site-level:

  • Access API Link - Link to the service API.

  • Access Token - Token for the service API.

Esper

  • Service URL - The Esper Console service link.

Food Delivery Services (DoorDash, GrubHub, Uber Eats)

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.

Important

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

FreedomPay

  • Environment - From the dropdown, select the environment where the service is installed.

  • Enhanced Security Key - Type the enhanced security key provided by FreedomPay.

  • Device Management Activation Key - Type the device management key provided by FreedomPay.

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.

Xenial Payment Router

Note

This service is only available at the site-level. It is not available at the company-level.

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

  • Merchant Name

  • Merchant Site ID

  • Apple Pay Merchant ID

  • Google Pay Merchant ID

  • Merchant Key

  • Web Checkout Key

Data Exclusions

If a delivery provider service does not support one or more Xenial Cloud POS 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.

BK Loyalty 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.

Location Key

In the provided field, type the location key.

Order-Source Mapping

Map POS order sources to the order source values required by the loyalty provider.

Add Destination Mapping

Map POS order destinations to the order destination values required by the loyalty provider.

Send all orders

When toggled Yes, receipt printing is allowed for non-Loyalty orders.

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.

Send all orders

When toggled Yes, receipt printing is allowed for non-Loyalty orders.

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

Send all orders

When toggled Yes, receipt printing is allowed for non-Loyalty orders.

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.

Send all orders

When toggled Yes, receipt printing is allowed for non-Loyalty orders.

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.

Identity Providers

From the Identity Providers page of the Companies editor, add identity providers for user authentication:

  1. From the upper-right of the Identity Providers page, select Add Identity Provider.

  2. From the Identity Providers window, define the following settings:

    Setting

    Description

    Name

    Identity provider name.

    ID

    Identity provider ID.

    Identity Provider Type

    From the dropdown, select the authentication protocol for the specified email domains.

    Email Domains

    Comma-delimited list of email domains that provide the identity to the Portal.

  3. From the lower-right of the Identity Provider window, select Save.

See also: