Define General Ordering Application Settings

Xenial PortalData ManagementOrdering SettingsSettingsPreferencesSet company defaults


Fields with a red asterisk are required.

To define general Ordering application settings:

  1. Open the General section (if necessary).

  2. From the Money Precision dropdown, select the number of decimal places to use when displaying money values:

    • Zero Decimal Places (e.g. $1, $8, $20)

    • Two Decimal Places (e.g. $1.00, $8.25, $20.09)

    • Three Decimal Places (e.g. $1.005, $8.251, $20.098)

  3. From the Rounding Method dropdown, select the desired method for rounding numbers.

    • Up - Numbers are rounded up to the specified number of decimal places.

    • Down - Numbers are rounded down to the specified number of decimal places.

    • Nearest - Numbers are rounded to the nearest whole number.

  4. In the End of Business Day Time field, type the time of day to run EOD automatically.

  5. Select Settle Batch During Terminal EOD to settle the current credit card batch during EOD.

  6. From the Default Item Type dropdown menu, select the type of item that is sold at the store by default: Product (restaurant) or Retail Item.

  7. From the Default Weight Format dropdown, select the default weight format to use when a cashier weighs a product. The available values include:

  8. Select One Day Ahead Of System Date to advance the business date one day ahead of the system (calendar) date when automated EOD is processed.

    • Advancing the business date ahead of the system date is valuable in store environments where the business date advances during business hours. 

    • In environments where EOD is processed in the early morning hours, the default behavior is to advance the business date to equal the calendar date.

  9. Select Seamless End of Business Day to enable the Seamless EOD feature.

    • This is an optional feature that enables cashiers to continue entering orders and processing transactions without interruption when EOD is executed.

    • This feature is valuable in stores that are open 24 hours and in stores where the business date advances during business hours.

    • Select Auto Count Closed Drawers to automatically count closed drawer sessions during EOD.

  10. Select Print Drawer Report on Terminal EOD to automatically print the Drawer Report on End of Business Day for each terminal.

  11. In the Starting Drawer Amount section, configure the dollar amount that is used to start each drawer session.

    • Set the Include in Counts toggle to On to include the Starting Drawer Amount in cash counts and cash total calculations. The Starting Drawer Amount is displayed on the Count Drawer - Variance screen.

    • In the Starting Amount field, type the dollar amount that is used to start each drawer session.

  12. From the NTP Server dropdown, select the NTP server that the company uses to synchronize clocks between computer systems over data networks.

  13. Open the Order Purge section to access the Hours field. In the Hours field, type the number of hours to retain committed orders before purging them from the terminals to avoid system overload.

  14. Open the Order Rules section and define the following values:

    • From the Order Number Calculation Method dropdown, select the method to use to determine order number length.

      • Order Number Length - All order numbers have the same length.

        In the Order Number Maximum Length field, type the maximum order number length in digits.

      • Sequence Number Length - The length of the order number depends on the Terminal Number. This method assures that an order number is never duplicated across terminals.

        In the Sequence Number Maximum Length field, type the maximum length of the sequence number to append to the terminal number.

    • In the Order Number Prefix field, type the desired number to prefix each order number. Maximum length is 3 digits.

    • In the Order Number Filler field, type the desired number to use as filler for order numbers (when necessary). Maximum length is 1 digit.

    • In the Order Source Configuration field, associate order source records (e.g. mobile app, website) with specific origins.

      From the Default Order Source dropdown, select the default order source to associate with each origin listed in the Origin column.


      The Default Order Source dropdown is populated with the records created using the Order Source editor, which is available from the Ordering Settings > Settings menu.

    • From the Determine Day Part By dropdown, select the method for determining the day part for an order.

      • Order Created - The order is assigned to the day part when the order was created.

      • Order Closed - The order is assigned to the day part when the order was closed.

  15. Open the User PIN Length section to access the following settings:

    • Select PIN Length Limitations Option to enforce minimum and maximum character length limitations on employee PINs. When this setting is selected, the following fields are displayed:

      • In the PIN Length Min Value field, type the minimum number of digits for employee PINs. Default is 4.

      • In the PIN Length Max Value field, type the maximum number of characters for employee PINs. Default is 8.