Restrict Payment Type Availability by Order Source

Xenial PortalData ManagementBack Office SettingsPaymentsPayment Type

Restrict payment type availability by order source (e.g. Mobile App, Web Site, Restaurant Terminal). For example, the ability to use a credit card to tender an order is restricted to orders placed on the Web Site.

A toast notification is displayed on the terminal when the cashier attempts to apply a payment type that is not accepted.

To restrict payment type availability by order source:

  1. From the pane on the left, open the Availability page of the payment type record.

  2. On the Availability page, locate the Availability Conditions section.

  3. Locate the Order Sources line on the grid.

  4. On the right of the Order Sources line, select the vertical blue ellipsis, and then select Edit from the dropdown.

  5. From the Condition dropdown on the Order Source Availability dialog, select the desired option:

    • All - (Default) The payment type is available for all order sources.

    • Only the Following - The payment type is only available for select order sources. Select Add Order Sources to select the order sources where the payment type is available.

    • Excluding the Following - The payment type is available for all order sources EXCEPT for select order sources. Select Add Order Sources to select the order sources where the payment type is NOT available.

Note

Order source records are created using the Order Source editor, which is accessible from the following menu:

Xenial PortalData ManagementOrdering SettingsSettings