Define Pricing for a Product

Open the Price page of the Product List editor to define pricing settings for a product including:

Define the Standard Product Price

To specify the price of the product at the Ordering application when it is added to an order:

Xenial PortalData ManagementOrdering SettingsProductsProduct List

Single-Site User

  1. Locate the Pricing section of the Price page of the product record.

  2. In the Price field, type the product price.

  3. Set the Tax Inclusive toggle to Yes if all applicable taxes are already included in the standard price. Tax will not be applied again when the product is added to a guest's order.

  4. Set the Open Price toggle to On to prompt the order taker to specify the product price at the Ordering application when it is added to an order.

Multi-Site User

  1. Locate the Pricing section of the Price page of the product record.

  2. To the right of the Price field, select the globe icon to open the Edit Price for Item editor.

  3. In the New Price field for each listed site, type the standard price of the product. If the price is the same at all sites, type the price in the Set All field.

  4. Select Review Changes to review the price change(s).

  5. Select Confirm and Close to confirm the price change(s).

    Select the down arrow next to Confirm and Close for additional options:

    • Confirm and Return to View and Edit – Confirm the changes and return to the previous screen to make additional changes.

    • Confirm and Duplicate – Confirm the changes and duplicate them for additional sites.

  6. Set the Tax Inclusive toggle to Yes if all applicable taxes are already included in the standard price. Tax will not be applied again when the product is added to a guest's order.

  7. Set the Open Price toggle to On to prompt the order taker to specify the product price at the Ordering application when it is added to an order.

Define Time-Based Pricing for a Product

The time-based pricing feature enables the site to charge a different price for a product based on the time of day. For example, the "Combo Meal" product is $7.99 during lunch hours and $9.99 during dinner hours.

To enable the time-based pricing feature:

Xenial PortalData ManagementOrdering SettingsProductsProduct List

  1. Locate the Pricing section of the Price page of the product record.

  2. Set the Time-Based Pricing toggle to On.

When the Time-Based Pricing toggle is turned on, the Time-Based Pricing table is displayed.

  1. Select Add to define a time-based price for the product.

  2. Complete the following fields on the form.

    • Name - Type a name for the pricing record.

    • Tax Inclusive - Enable this option if tax is already included in the defined price.

    • Amount - Type the price of the product during this time period.

    • Time Periods - Using the arrow controls, move the time period(s) when the pricing is in effect from the Available column to the Included column.

  3. Select Save.

Repeat these steps to add additional time-based prices, if necessary.

Note

  • If a customer's order is entered and saved at the Ordering application during one time period and tendered in another, the product pricing defined for the time period when the order was originally entered is used during the tender process.

  • Time periods are defined using the Time Period editor, which is available from the Ordering Settings > Settings menu.

Define Child Item Pricing for a Product

A product can be priced differently when it is ordered as a child item versus when it is ordered à la carte.

For example, the "Medium French Fries" product is $0.99 when ordered à la carte and $0.79 when ordered as a child item of the "Hamburger Combo Meal".

To define a child item pricing rule:

Xenial PortalData ManagementOrdering SettingsProductsProduct List

Name the Pricing Rule

  1. Locate the Child Item Pricing section of the Price page of the product record.

  2. Select Add Set. The Child Item Pricing Set Options form opens.

  3. In the Name field, type a name for the rule.

Choose the Eligible Parent Products

  1. Locate the Choose Products section of the Child Item Pricing Set Options form.

  2. From the Select Product dropdown menu, select the desired option.

    • Specific Product – Define the price of the product when it is a child of one or more specific products.

    • Group of Products (tags) – Define the price of the product when it is a child of any product tagged with one or more specific tags.

    • Tags and Specific Products – Define the price of the product when it is a child of one or more specific products OR any product tagged with one or more specific tags.

  3. Select the applicable products and/or tags for this child item pricing rule. The available fields are determined by the option selected in the previous step.

    • From the Individual Products dropdown list, select the specific products. When the product is ordered as a child of any of the selected products, the child item pricing rule is applied.

    • From the Parent Tag(s) dropdown list, select the tags. Every product associated with the selected tags is an eligible parent item. When the product is a child of any of these items, the child item pricing rule is applied.

Define the Child Item Pricing

  1. Locate the Pricing section of the Child Item Pricing Set Options form.

  2. Set the Tax Inclusive toggle to On if the child price includes all applicable taxes. When this option is selected, tax will not be applied again when the product is added to a customer's order.

  3. Set the Quantity Based toggle to On to enable the Pricing by Quantity feature. When enabled, the price of the product is determined by the quantity that is added to the customer's order.

    For example, the first slice of garlic bread provided with an order is free, but each additional slice is $1.99.

    • For additional instructions on this feature, see Configure Pricing by Quantity below.

  4. From the Price Adjustment dropdown list, select the desired method for adjusting the standard item price.

    • Replace – Replace the standard price with a specified price.

    • By Amount - Adjust the standard price by a specified amount when the quantity ordered is within this range.

  5. Select the Adjustment Value field to specify the price/amount by which the standard price is adjusted.

Note

When the Quantity Based toggle is set to On, the Price Adjustment dropdown list and Adjustment Value field are removed from the form.

Configure Pricing by Quantity (optional)

When the Quantity Based toggle is set to On to enable the Pricing by Quantity feature, additional fields are displayed.

  1. From the Child Product Type dropdown list, select the desired option.

    • Specific Product – Define the price of the product when it is a child of one or more specific products.

    • Group of Specific Products – Define the price of the product when it is a child of any product tagged with one or more specific tags.

    • Both – Define the price of the product when it is a child of one or more specific products OR any product tagged with one or more specific tags.

  2. Select the applicable products and/or tags for this pricing rule. The available fields are determined by the selected option in the previous step.

    • From the Child Products dropdown list, select the child products for this pricing rule.

    • From the Child Tag(s) dropdown list, select the tags. Every product associated with the selected tags is included in this pricing rule.

  3. Under the Pricing by Quantity section, select Create to define a new pricing by quantity rule. Repeat the following steps to add each quantity range and its respective price.

    • Use the +/- buttons to set the Range Start to the lowest product quantity in the range.

    • Use the +/- buttons to set the Range End to the highest product quantity in the range.

    • From the Price Adjustment dropdown list, select the desired option.

      • Replace – Replace the standard price with a specific price when the quantity ordered is within this range.

      • By Amount - Adjust the standard price by a specific amount when the quantity ordered is within this range.

    • Select the Adjustment Value field to specify the price/amount by which the price is replaced/adjusted.

Save & Close the Record

Select Save & Close to save the child item pricing rule and return to the Price page for the product.

  • The Save & Close dropdown menu includes the option Save & Assign Sites. Select this option to assign the pricing rule to one or more sites.

Define the Vendor Cost of a Product

To define how much the product costs when purchased from a vendor:

Xenial PortalData ManagementOrdering SettingsProductsProduct List

  1. Locate the Cost section on the Price page of the product record.

  2. In the Cost field, type the vendor cost.