Define General Settings for a Product

Xenial PortalData ManagementOrdering SettingsProductsProduct List

Open the General page of the Product List editor to define general settings about a product, including:

  • Product Naming - Define how the product is identified by name in the Ordering application.

  • Reporting Categories - Assign product records to reporting categories to group associated products together on reports.

  • Tags - Tag products with descriptive terms to group similar products together.

  • Tax Groups - Assign a tax group to a product to define the tax rate that is applied to the product price during the order taking process.

  • Additional Information - Provide more descriptive information about the product and define alternate price lookup codes (PLUs).

Product Naming

Xenial PortalData ManagementOrdering SettingsProductsProduct List

Define how the product is identified by name in the Ordering application.

  1. Locate the Naming section of the General page of the product record.

  2. In the Formal Name field, type the default name of the product.

  3. In the ID field, type a price lookup code (PLU).

    • The PLU is an identification code used to improve the accuracy of inventory control.

  4. From the Item Type dropdown, select Product.

Product Reporting Categories

Assign product records to reporting categories to group associated products together on reports.

To assign the gift certificate to reporting categories:

Xenial PortalData ManagementOrdering SettingsProductsProduct List

  1. Locate the Reporting section of the General page of the product record.

  2. From the Major Category dropdown, select the primary reporting category.

  3. From the Minor Category dropdown, select the secondary reporting category.

Note

The dropdown menus are populated with records created using the Reporting Categories editor, which is accessible from the Xenial PortalData ManagementOrdering SettingsProducts menu.

Product Tags

Tag products with descriptive terms to group similar products together. Examples of product tags include: Entree, Beverage, Vegetable, Condiment.

Identify a group of products by their tag when configuring bundled components, modifier groups, pricing rules, and other record types.

To assign tags:

Xenial PortalData ManagementOrdering SettingsProductsProduct List

  1. Locate the Product Tags section of the General page of the product record.

  2. Select the tags from the Tags dropdown list.

Tip

To quickly locate an existing tag, type the name in the Tags field.

To add a new tag:

  1. In the Tags field, type the tag name.

  2. Select (Add New).

Note

Review the existing tags to ensure that the new tag is necessary and that it confirms with the naming convention of other tags.

Assign a Tax Group to a Product

Assign a tax group to a product to define the tax rate that is applied to the product.

To assign a tax group to the product:

Xenial PortalData ManagementOrdering SettingsProductsProduct List

  1. Locate the Taxation section of the General page of the product record.

  2. From the Product Tax Group dropdown, select the tax group.

Note

The dropdown is populated with records created using the Product Tax Groups editor, which is accessible from the Ordering Settings>Taxes menu.

Define Additional Information about a Product

Provide more descriptive information about the product and define alternate price lookup codes (PLUs) in the Additional Information section of the General page of a product record.

In the Item Description field, type a detailed description of the item. This detailed item description is provided to customers when placing an order online. The Item Description field accepts up to 1024 alphanumeric characters.

Create Alternate PLUs

Follow these steps to allow an order taker to add this product to an order using alternate PLUs.

Xenial PortalData ManagementOrdering SettingsProductsProduct List

  1. Locate the Alternate PLUs section of the General page of the product record.

  2. Select Create to create a new Alternate PLU.

  3. Scan or type the PLU barcode information.

  4. Select Done.