Company Settings
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Use the Company Settings editor to:
Setup the Company Profile
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To setup the company profile:
From the menu pane on the left, select General.
In the Name field, type the company name.
From the Type dropdown, select the company type.
From the Business Class dropdown, select the applicable business class: Enterprise or SMB (Small Business).
In the provided address fields, type the company address.
From the Time Zone dropdown, select the time zone where the company is located.
From the Preferred Language dropdown, select the preferred language to enable users to more efficiently interact with the application.
In the Support Phone Number field, type the phone number to contact support. The site manager calls this number in the event issues arise that require assistance.
From the upper-right of the screen, select Save.
Setup Product Subscriptions
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To setup a product subscription for a company:
From the menu pane on the left, select Subscriptions.
On the line of the subscription, select the vertical ellipsis.
From the popup menu, select Edit.
From the product window, toggle Enabled to Yes.
When the following subscriptions are enabled, configuration settings specific to that product are displayed:
Product
Settings
Messaging
Core Services - Enable the desired messaging services. At least one Core Service selection is required.
Mobile Marketing - 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
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To setup a service subscription for a company:
From the menu pane on the left, select Services.
On the line of the service, select the 3-dot menu.
From the popup menu, select Edit.
From the service window, toggle Enabled to Yes.
Configure the service as needed.
Service Settings
The following table describes the configuration settings for each service.
Service | Settings |
|---|---|
Avalara |
|
Citcon |
|
Deputy |
These credentials are used by default if nothing is specified at the site-level. |
Food Delivery Service | Toggle on the delivery services used at the company and define the following settings:
ImportantContact the Xenial EngOps team to setup the tokens for both links. |
Loyalty | From the Loyalty Provider dropdown, select the loyalty provider to enable. Configure the settings for the loyalty provider: |
Macromatix | Specify the target FTP server credentials. The data is sent and retrieved from the server.
|
PayPal QR Code | Select Connect Merchant to PayPal to connect and link to PayPal. |
BK Loyalty Settings
Setting | Description |
|---|---|
Environment | From the dropdown, select the environment to use. When Custom is selected, additional fields are displayed:
|
Location Key | In the provided field, type the location key. |
Order-Source Mapping | Map POS order sources to the order source values required by the loyalty provider. |
Add Destination Mapping | Map POS order destinations to the order destination values required by the loyalty provider. |
Paytronix Settings
Setting | Description |
|---|---|
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, additional fields are displayed:
|
Validate | Select Validate to validate the provided credentials |
Punchh Settings
Setting | Description |
|---|---|
Environment | From the dropdown, select the environment to use. When Custom is selected, additional fields are displayed:
|
Xenial Loyalty Settings
Setting | Description |
|---|---|
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, additional fields are displayed:
|
Data Exclusions
If a delivery provider service does not support one or more Xenial Ordering data keys (e.g. nutritional data, modifier collections), exclude the data keys from the delivery service configuration.
Delivery services include a Data Exclusions page where the data keys to exclude from the service are identified.
To exclude a data key collection from a delivery service:
From the menu pane on the left, select Data Exclusions.
From the upper-right of the Data Exclusion List window, select Add Data Exclusions.
From the Add Data Exclusions window, select the data keys to exclude.
From the lower-right of the Add Data Exclusions window, select Add # Exclusions.
To exclude a custom data key from a delivery service:
From the menu pane on the left, select Data Exclusions.
From the upper-right of the Data Exclusion List window, select Add Custom Data Exclusion from the dropdown.
In the Value field, type the data key to exclude.
From the lower-right of the Add Custom Data Exclusion window, select Add Custom Exclusion.