Ordering Settings

Xenial PortalData ManagementOrdering Settings

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.

Menu Layout

Configure Ordering menus and menu components including menu categories and item groups.

Discounts

Configure item and order-level discounts, coupons, and promotions.

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.

In the upper-right of the Data Management editor homepage, select Select Sites to open the Site Selector.