Company Settings

The Company Settings editor of the Xenial Portal is used to:

  • Setup the company profile.

  • Enable and configure Xenial product subscriptions.

  • Enable and configure company-level, third-party service subscriptions.

To define company settings on the Xenial Portal:

  1. From the navigation menu on the right, select Xenial Home.

  2. From the navigation menu on the left, select Settings and Tools.

  3. From the Settings and Tools menu, select Company Settings.

  4. Setup the company profile. For more information, see Setup the Company Profile.

  5. Enable and configure Xenial product subscriptions. For more information, see Setup Product Subscriptions.

  6. Enable and configure company-level, third-party services. For more information, see Setup Service Subscriptions.

Setup the Company Profile

Xenial PortalSettings and ToolsCompany Settings

To setup the company profile:

  1. From the pane on the left, open the General page of the Company Settings editor.

  2. In the Name field, type the company name.

  3. From the Type dropdown, select the company type.

  4. From the Business Class dropdown, select the applicable business class: Enterprise or SMB (Small Business).

  5. In the provided fields, type the company address.

  6. Select Save.

Setup Product Subscriptions

Xenial PortalSettings and ToolsCompany Settings

To setup company subscriptions to Xenial products:

  1. From the pane on the left, open the Subscriptions page of the Company Settings editor.

  2. Enable the desired product subscriptions:

    • On the line of the product, select the vertical ellipsis.

    • From the popup menu, select Edit.

    • From the product popup window, set the Enabled toggle to Yes.

    • When the following subscriptions are enabled, configuration settings specific to that product are displayed:

      Product

      Settings

      CRM

      • Mobile Marketing - Set the toggle to Yes to enable the mobile marketing program.

      • Company Type - From the dropdown, select the company type: Enterprise or SMB (Small Business).

      • Primary Contact Name - Type the name of the primary contact for this subscription.

      Online Ordering

      Select Configure Online Ordering to access the configuration settings in Data Management.

Setup Service Subscriptions

Xenial PortalSettings and ToolsCompany Settings

To setup company-level, third-party services:

  1. From the pane on the left, open the Services page of the Company Settings editor.

  2. Enable the desired service subscriptions:

    • On the line of the service, select the vertical ellipsis.

    • From the popup menu, select Edit.

    • From the service popup window, set the Enabled toggle to Yes.

      When a service is enabled, configuration settings specific to that service are displayed. The following table describes the settings used to define for each service.

      Service

      Settings

      Avalara

      • Contact email - Email address for contact at Avalara.

      • Contact first name - First name of contact.

      • Contact last name - Last name of contact.

      • Link to Avalara Terms and Conditions - Avalara legal terms.

      • Agreements - Select the checkboxes to acknowledge agreement to the terms and conditions.

      Citcon

      • Transaction URL - The authentication URL for the Citcon payment merchant.

      Data Stream

      • Target HTTP endpoint - Link to the service API.

      • Access Token - Token for the service API.

      • Target Entities - For each entity to include in this service, set the respective toggle to Yes.

      Deputy

      • Access API Link - Link to the service API.

      • Access Token - Token for the service API.

      These credentials are used by default if nothing is specified at the site-level.

      Food Delivery Service

      Enable the toggle for each delivery service used at the company sites and define the following settings:

      • Delivery Service URL - The delivery service link for the company. This link is required by DoorDash.

      • Callback URL - (Optional) The Menu Engine link for Web site validation.

      • Order Source - From the dropdown, select the order source to associate with the delivery provider. This provides the ability to filter out orders from the provider on reports and designate specific menus for the provider.

      The tokens for both links should be set up by the Xenial EngOps team.

      The records available from the Order Source dropdown are created using the Order Source editor.

      Loyalty

      From the Loyalty Provider dropdown, select the loyalty provider to enable.

      BK Loyalty

      • Environment - From the dropdown, select the environment to use.

      • When Custom is selected, an additional field is displayed:

        • Custom Merchant URL - Type the custom merchant URL.

      • Location Key - In the provided field, type the location key.

      • Select Order-Source Mapping to map POS order sources to the order source values required by the loyalty provider.

      • Select Add Destination Mapping to map POS order destinations to the order destination values required by the loyalty provider.

      Paytronix

      • Provider Merchant ID - ID for the loyalty provider merchant.

      • Username - The username for the loyalty provider service.

      • Password - The password for the loyalty provider service.

      • Environment - From the dropdown, select the environment to use.

        • When Custom is selected, two additional fields are displayed:

          • Custom Merchant URL - Type the custom merchant URL.

          • Mapping Style - From the dropdown, select the desired environment for mapping.

      • Select Validate to validate the provided credentials.

      Punchh

      • Environment - From the dropdown, select the environment to use.

        • When Custom is selected, two additional fields are displayed:

          • Custom Merchant URL - Type the custom merchant URL.

          • Custom Data Sync URL - Type the custom Data Sync URL.

      Macromatix

      Specify the target FTP server credentials. The data is sent and retrieved from the server.

      • Host - The host name of the FTP server.

      • Username - The username to access the FTP server.

      • Password - The password to access the FTP server.

      PayPal QR Code

      Select Connect Merchant to PayPal to connect and link to PayPal.