Define Available Functions for a Terminal Scheme

Xenial PortalData ManagementOrdering SettingsHardwareTerminal Scheme

The following describes how to enable functions for a terminal scheme. The enabled functions will be accessible from the Functions screen of the Ordering application.

  1. Open the Functions section of the terminal scheme record.

  2. Next to each function, set the Enabled toggle to Yes to include that function on the Functions screen. The following table describes the available functions.



    Adjust Time Punches

    Edit the clock in/out time of employee clock records.

    Cash Pull

    Remove excess cash from an active drawer and transfer the cash to a safe.

    Change Terminal

    Change the current terminal to a different terminal that is configured for the site.

    Close Drawer

    Close an active drawer session for a cashier.

    Create Refund Order

    Refund selected menu items.

    Create Waste Order

    A waste order transaction allows the input of selected menu items as waste. This action removes the ingredients from inventory.

    Credit Card Batches

    View credit card batch details.


    Add/edit/delete deposits.

    Drawer Assignment

    Assign drawer sessions to employees.

    Drawer Audit Report

    Generate the Drawer Audit Report (DAR) for the current drawer session.

    Drawer List

    View details about employee drawer sessions.

    Employee Audit Report

    Generate the Employee Audit Report.


    Access the employee list and perform actions on individual employee records: Change PIN, and Assign Badge.

    End Day

    Manually execute End of Day (EOD).

    Gift Card Balance Check

    Check the remaining balance on a customer gift card.

    House Account

    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.

    Item Availability

    Flag menu items as unavailable/available. When an item is flagged as unavailable, the order taker cannot add the item to a customer order.

    No Sale

    A No Sale transaction opens the physical cash drawer without performing a Sale transaction.

    Paid In

    Paid In transactions maintain an audit record for currency added to a physical cash drawer that is not associated with a sales transaction.

    Paid Out

    Paid Out transactions maintain an audit record for currency removed from a physical cash drawer and used for business expenses.

    Payment EOD

    Manually perform EOD on processed payments.

    Product Count

    Product Count is an optional feature that enables the cashier to count products and send product count transactions to the Cloud.

    This feature is useful in environments where inventory counting is performed at POS terminals and sent to the Back Office.

    The Create Product Count Order button is available from the Functions section of the Functions menu.

    Refresh Data

    Refresh the Data Management configuration data on the site terminals.

    Refund Specified Amount

    Perform a refund for a specified currency amount.

    Reset Terminal

    Reset an ordering terminal to clear all its application data, including any transaction data that is not synchronized with other devices.

    Sales Detail Report

    Generate the Sales Detail Report (SDR).

    Settle Batch

    Send credit card batches to the clearing house for settlement

    Terminal Status

    View the status of various aspects of the current terminal, including network status, terminal scheme, and service versions.

    Training Mode

    Enable/disable Training Mode. When Training Mode is enabled, all activity performed on the terminal is for employee training purposes only. Sales are not recorded or associated with a cash drawer.

    Update Timeouts

    Read the timeout settings from the payment device and calculate the total transaction timeout to minimize the timeout value.


    Access the workflow or sequenced task list for end of shift and/or EOD operations.

    View Logs

    View application event log files.