Define Ordering Options for a Product

Open the Ordering Options page of the Product List editor to define general ordering options for a product, including:

Enable the Product Quantity Prompt

Some products require the order taker to specify the quantity when it is added to an order.

To enable the quantity prompt for a product:

Xenial PortalData ManagementOrdering SettingsProductsProduct List

  1. Locate the Quantity section on the Ordering Options page of the product record:

  2. Set the Prompt for Quantity toggle to On to enable the quantity prompt.

Define the Item Count Value for a Product

The Item Count on customer receipts and sales reports indicates the number of items included in an order.

To include a product in the Item Count when it is added to an order:

Xenial PortalData ManagementOrdering SettingsProductsProduct List

  1. Locate the Item Count section of the Ordering Options page of the product record.

  2. Set the Include in Item Count toggle to On to include the product in the item count.

  3. When Include in Item Count is toggled On the Include In Item Count Value field is displayed.

    • Type the value that is added to the item count when this product is added to an order.

    • Optionally adjust the item count value using the +/- buttons.

Define Customization Options for a Product

Xenial PortalData ManagementOrdering SettingsProductsProduct List

To define whether a product is expected to be modified when it is added to an order:

  1. Locate the Modification section of the Ordering Options page of the product record.

  2. From the Modify Item dropdown, select the desired option.

    • Use Company Preference - Respect the Modify Items After Adding setting value defined in the Company and/or Site Preferences editor. This is the default option.

    • Modify On Add - Automatically open the modifier menu for the product when the product is added to an order.

    • Do Not Modify - Do NOT automatically open the modifier menu for the product when the product is added to an order.

Define the Guest Count for a Product

Xenial PortalData ManagementOrdering SettingsProductsProduct List

The Guest Count indicates the number of guests to associate with an order when this product is added to an order.

To define the Guest Count for a product:

  1. Locate the Guest Count section of the Ordering Options page of the product record.

  2. In the Guest Count field, type the number of guests to associate with an order when this product is added to an order.

    • Optionally adjust the guest count value using the +/- buttons.

Define External Identifiers for a Product

External identifiers are product references used by external third-party systems, such as an accounting system.

To define an external identifier for a product:

Xenial PortalData ManagementOrdering SettingsProductsProduct List

  1. Locate the External Identifiers section on the Ordering Options page of the product record.

  2. Select Create to define an external identifier.

  3. On the Create form, type an identifier in the External Identifier field.

    Valid values:

    • Alphanumeric characters only (No symbols)

    • Maximum of 40 characters

    • Case-sensitive

  4. Select Done.