Corporate logotype
    Corporate logotype
    • Chef Kitchen Management
      • Chef Tools Configuration Menus
        • Basic Settings
          • Basic Settings Details
        • Projection Configurations
          • Projection Configuration Settings
        • Network Settings Details
        • System
        • Reload UI
        • Touchscreen Calibration
      • Cook List
        • Cook List Item Statuses
        • Cook List+ (Manual Edit)
        • Chef Cook List Events: Manual Load
        • Chef Cook List Events Breakdown
        • Cook List Events Points Breakdown
        • Grading Scale
      • Day Parts
        • Time Period Examples
        • Create New Day Part
        • Edit Day Parts
        • Black Box (BB) Day Parts
      • Heat Chute Panel
        • Heat Chute Requirements
        • Customized Products
        • Heat Chute Modes
          • Adaptive Mode (Default)
          • Manual Mode
          • Off Mode
        • Heat Chute Configurations
          • Adaptive Mode Configuration
          • Manual Mode Configuration
          • Copy Settings
          • Disable the Heat Chute Panel
      • Holding Units (PHUs)
        • Holding Unit Status Color Codes
        • Holding Unit Pan Assignments: Create
        • Heat Zones
        • Mirror Option
        • Copy Pan Assignments
        • Holding Unit Temperature Information
        • Pan Alarms
      • Kitchen Equipment Setup
        • Holding Units
        • Broiler
        • Fryer
        • Grill
        • Oven
      • Upgrade Holding Unit (PHU) Firmware
        • Upgrade through The Portal
        • Upgrade Through the Chef Device
      • Chef Build To (Par Level)
        • Build To (Par Level) Configuration
        • Build To (Par Level) Copy Configuration
        • Build To (Par Level) UI
      • Minimum On-Hand Quantity
        • Minimum On-Hand for an Item
        • Copy Settings within a Site
        • Copy Settings to Another Site
        • Minimum On-Hand Settings
      • Chef Messenger
        • Create Custom Message
        • Assign Custom Message
        • Edit Custom Message
        • Delete Custom Message
        • Clear Message Options
        • Message Frequency
      • Alternate Hierarchy
        • Enable
        • Create Hierarchy Group
        • Add Site to a Hierarchy
          • Add Button
          • Select and Drag
        • Delete Group or Site
        • Disable
        • Manage Access
          • Grant Access
          • Remove Access
          • Invite New User
      • Chef Reports
        • Access Reports
        • Day Part Breakdown Report
          • Day Part Breakdown Report: Report Detail
          • Day Part Breakdown Report: More Options
        • Day Part Projection Summary Report
          • Day Part Projection Summary Report: Report Detail
        • Event Summary Report
          • Event Summary Report: Report Detail
          • Event Summary Report: More Options
        • Prep Report
          • Prep Report: Report Detail
          • Prep Report: More Options
        • Projections Report
          • Projections Report: Report Detail
          • Projections Report: More Options
        • Thaw Report
          • Thaw Report: Report Detail
          • Thaw Report: More Options
        • Violations Transaction Report
          • Violations Transaction Report: Report Detail
          • Violations Transaction Report: More Options
        • Automatic Reports
      • Chef Tablet
        • Chef Tablet Requirements
        • Obtain Chef Device IP
        • Launch Chef Tablet App
    • Digital Menu Boards
      • Content Format Requirements
        • Supported Content
          • Static Content
          • Dynamic Content
          • Coordinated Content
        • Specific Content Format Requirements
          • Resolution and Aspect Ratio
          • Accepted File Formats
          • Font Format
          • Flat Artwork
          • Layered Artwork
          • Video
          • Content Examples
            • Content Example 01
            • Content Example 02
            • Content Example 03
        • Content Considerations for Operating Environments
          • System on a Chip (SOC) Environments
      • DMB Price Integration Feature
        • DMB Price Integration Requirements
        • Price Integration Portal Configuration
        • Price Integration POS Systems
          • DMB Price Integration: IRIS POS Requirements
            • DMB Price Integration: IRIS POS
            • IRIS Version
            • IBOI License Information
          • DMB Price Integration: PAR POS
    • Drive-Thru Director
      • The Main Screen Overview
        • The Main Screen Header
        • The Day Part and All-Day Tiles
        • Virtual Drive-Thru
      • Background Layouts
        • The Layout Configuration Menu (Ctrl+L)
      • Vehicles
        • Fast and Slow Vehicles
        • Vehicle Indicator Bubbles
          • Vehicle Indicator Bubble Colors
        • Slowpoke Vehicles
        • Extra Vehicles
      • Goals and Metrics
        • Average Speed of Service
        • Goal-Met Percentage
        • Additional Goal Times
      • Second Screen
      • Greet Time
        • Greet Time Reporting
      • The Leaderboard
        • The Rack-n-Stack Leaderboard
        • The Leaderboard: Weekly
      • Drive-Thru Events
        • Completed Drive-Thru Events
        • Minimum Total-Time and Default
      • Notifications and Alerts
        • Notifications
        • Alerts
        • Sensor Issue Notice
      • Hardware
        • GPIO Board
        • GPIO Board Wiring Standard
      • Drive-Thru Director Reports
        • Access Reports
        • Day Part Summary Report
          • Day Part Summary Report: Report Detail
        • Timing Report
          • Timing Report: Report Detail
          • Timing Report: More Options (Daily View)
          • Timing Report: More Options (Weekly View)
          • Timing Report: More Options (Monthly View)
        • Transaction Report
          • Transaction Report: Report Detail
          • Transaction Report: More Options
        • Side Door Report
          • Side Door Report: Report Detail
          • Side Door Report: More Options (Daily View)
          • Side Door Report: More Options (Weekly View)
          • Side Door Report: More Options (Monthly View)
        • Automatic Reports
    • IRIS
      • Employee Operations
        • Clock In/Out
          • Clock In
          • Clock Out
          • Clock Out Break
          • Clock In Break
        • The Order Entry Overview
          • Order Entry Tasks
          • Take an Order
          • Order Multiple Items at Once
          • Order Entry Modification Menus
            • Modify an Item
            • Modify a Side
            • Modify a Drink
            • Modify a Combo
            • Modify a Sandwich
            • Modify Multiple Items at Once
            • Remove an Item from an Order
          • Order Destination
          • Order Entry Functions
          • Kitchen Message
          • Remove an Item from an Order
          • Payment Options
            • Cash Payment
            • Credit/Gift Card Payment
      • Manager Operations
        • Accessing Manager Functions
        • Electronic Journal
          • Searching Through the Electronic Journal
        • Perform an Overring
        • Perform a Cash Pull
        • Perform a Paid In/Out
        • Reprint a Receipt
        • Refund an Order
        • Void an Order
        • Training Mode
      • Navigating the IRIS Back Office
        • Back Office Reports
      • Cash Management
        • Assign a Drawer
        • Float a Drawer
        • Final Close a Drawer
        • Count or Recount a Closed Drawer
        • Deposit a Drawer
        • Add Other Deposit
        • Edit Deposit
        • Drawer Status
        • View Expected Deposit Subtotal
        • Send to Bank
        • Reconcile All Safes
        • View Safe History
        • Cash Management Reports
          • Cash Drawer History Report
          • Sales Detail Report by Drawer
      • Inventory
        • Inventory Transactions Editor (ITE)
          • Perform a Physical Count
            • Create a Daily or Weekly Count Sheet
          • Perform a Purchase
          • Perform a Transfer In
          • Perform a Transfer Out
          • Waste Inventory Items
        • Receive an Invoice
        • Rejected Items Form
      • Payroll
        • Add/Edit an Employee Record
          • Add General Information About an Employee
          • Add Payroll Information for an Employee
            • Add a Job Code
            • Edit a Job Code
          • Add Security Information for an Employee
        • Change Employee Status
          • Change Employee Status to Active
          • Change Employee Status to Inactive
          • Change Employee Status to Terminated
          • Change Employee Status to Transfer
        • Assign Employee Badge Number
        • Vacation/Sick Editor
          • Add a Paid Time Off Record
        • Clock In/Out Adjustments
          • Add a Clock Record
        • Employees Roster
        • Payroll Reports
      • End of Day
        • EOD Workflow
        • Automated EOD
        • Additional Notes
    • The Portal
      • Login to The Portal
      • Report Data Parameters, Options, and Information
        • Report Data Parameters
          • Report Site Selector
          • Report Date Options
            • Report Date Option: Current
            • Report Date Option: Past
            • Report Date Option: Week
            • Report Date Option: Custom
          • Report View Type
          • Report More Options
        • Report Output Formats
          • Report Output Format: PDF
          • Report Output Format: Text
          • Report Output Format: CSV
          • Report Output Format: HTML
            • Report: Output Formats: HTML Features
            • HTML Output: Sort Data in Ascending or Descending Order
            • HTML Output: Arrange Data Columns
            • HTML Output: Hide Data Columns
            • HTML Output: View Collapsed Line Detail
            • HTML Output: Column Options Menu
        • Report Detail Header
      • Menu Maintenance (MM)
        • Manage Price Groups
          • Manage Price Groups Utility Overview
          • Create Price Group
          • Edit Price Group
          • Delete Price Group
          • Price Cap Feature
        • Manage Product Prices
          • Manage Product Prices Utility Overview
          • Price Adjustment Options Overview
          • Change Price(s)
          • Adjust Price(s) by a Specific Amount
          • Adjust Price(s) by a Percentage
        • Side Price Analysis Report
      • Sync Changes
    • Xenial Cloud
      • Data Management
        • Ordering Settings
          • About the Site Selector
          • Create a Product
            • Define General Settings for a Product
              • Name a Product
              • Assign the Product to Reporting Categories
              • Assign Tags to a Product
                • Assign Tags
                • Add a New Tag
              • Assign a Tax Group to a Product
              • Define Additional Information about a Product
              • Create Alternate PLUs
            • Define Availability Settings for a Product
              • Define Product Availability
              • Restrict Product Availability by Order Source
            • Define Pricing for a Product
              • Define the Standard Product Price
                • Single-Site User
                • Multi-Site User
              • Define Pricing Rules for a Product
                • Define General Settings
                • Define Conditions
                • Save the Record
              • Define Child-Item Pricing for a Product
                • Name the Pricing Rule
                • Choose the Eligible Parent Products
                • Define the Child Item Pricing
                • Configure Pricing by Quantity (optional)
                • Define Conditions
                • Save & Close the Record
              • Define the Vendor Cost of a Product
            • Define Ordering Options for a Product
              • Enable the Product Quantity Prompt
              • Define the Item Count Value for a Product
              • Define Customization Options for a Product
              • Define the Guest Count for a Product
              • Define External Identifiers for a Product
            • Define Build Settings for a Product
              • Add Bundle Components
                • Add an Item Component to a Bundle
                  • Filter the Product List
                  • Edit an Item Component
                • Add a Group Component to a Bundle
                  • Filter the Product List
                  • Edit a Group Component
                • Add an Item Offer to a Bundle
                  • Add an Item Offer to a Bundle - Product Tag
                  • Create an Item Offer - Menu Category
                • Add a Bundle Template
                  • Edit the Bundle Options
              • Assign a Modifier Collection to a Product
              • Define the Default Build for a Product
            • Define Conversion Settings for a Product
            • Define Appearance Settings for a Product
              • Menu Display Options for a Product
              • Product Images
            • Define Kitchen Settings for a Product
              • Kitchen Routing Categories
                • Kitchen Routing by Category
                • Kitchen Routing by Destination
              • Alternate Kitchen Product Naming
              • Define Summary Ingredients for a Product
            • Define Nutrition Settings for a Product
            • Define Voice Settings for a Product
            • Define Weight Settings for a Product
          • Filter the Product List by Price
          • Create a Gift Card
            • Define General Settings for a Gift Card
              • Name a Gift Card
              • Assign the Gift Card to Reporting Categories
              • Assign Tags to a Gift Card
                • Assign Tags
                • Add a New Tag
              • Assign a Tax Group to a Gift Card
              • Define Additional Information about a Gift Card
              • Create Alternate PLUs
            • Define Liability Settings for a Gift Card
            • Define Availability Settings for a Gift Card
              • Restrict Gift Card Availability by Order Source
            • Define Pricing for a Gift Card
              • Single-Site User
              • Multi-Site User
            • Define Ordering Options for a Gift Card
              • Enable the Product Quantity Prompt
              • Define the Guest Count for a Gift Card
            • Define Appearance Settings for a Gift Card
              • Menu Display Options for a Gift Card
              • Gift Card Images
          • Create a Gift Certificate
            • Define General Settings for a Gift Certificate
              • Name a Gift Certificate
              • Assign a Gift Certificate to Reporting Categories
              • Assign Tags to a Gift Certificate
                • Assign Tags
                • Add a New Tag
              • Assign a Tax Group to a Gift Certificate
              • Define Additional Information about a Gift Certificate
              • Create Alternate PLUs
            • Define Liability Settings for a Gift Certificate
            • Define Availability Settings for a Gift Certificate
              • Restrict Gift Certificate Availability by Order Source
            • Define Pricing for a Gift Certificate
              • Single-Site User
              • Multi-Site User
            • Define Ordering Options for a Gift Certificate
              • Enable the Product Quantity Prompt
              • Define the Guest Count for a Gift Certificate
            • Define Appearance Settings for a Gift Certificate
              • Menu Display Options for a Gift Certificate
              • Gift Certificate Images
          • Create a Product Variant
          • Create a Product Variant Type
          • Create a Bundle Component
            • Create a Group Component
              • Filter the Product List
            • Create an Item Component
              • Filter the Product List
            • Create an Item Offer
              • Create an Item Offer - Product Tag
                • Define Component Options
                • Add Products
                • Assign to Products
              • Create an Item Offer
                • Define Component Options
                • Add Products
                • Assign to Products
          • Create an Image Set
          • Create a Reporting Category
          • Create an Inventory Location
          • Create a Tare
          • Create a Modifier
            • Define General Settings for a Modifier
              • Name a Modifier
              • Assign a Modifier to Reporting Categories
              • Assign Tags to a Modifier
                • Assign Tags
                • Add a New Tag
              • Assign a Tax Group to a Modifier
              • Define General Options for a Modifier
                • Fractional Modifier Quantities
            • Define Availability Settings for a Modifier
              • Modifier Availability
              • Restrict Modifier Availability by Order Source
            • Define Pricing for a Modifier
              • Define the Standard Modifier Price
                • Single-Site User
                • Multi-Site User
              • Define Child Item Pricing for a Modifier
                • Name the Pricing Rule
                • Choose Eligible Parent Products
                • Define the Child Item Pricing
                • Configure Pricing by Quantity
                • Define Conditions
                • Save the Record
              • Define the Vendor Cost of a Modifier
            • Enable the Quantity Prompt for a Modifier
            • Define Conversion Settings for a Modifier
            • Define Appearance Settings for a Modifier
            • Define Kitchen Settings for a Modifier
              • Kitchen Routing Categories
                • Kitchen Routing by Category
                • Kitchen Routing by Destination
            • Define Voice Settings for a Modifier
          • Create a Modifier Variant
          • Create a Modifier Group
            • Define General Settings for a Modifier Group
            • Define POS Display Settings for a Modifier Group
            • Add Modifiers to a Modifier Group
              • Filter the Modifier List
          • Create a Modifier Collection
            • Define General Settings for a Modifier Collection
              • Indicate the Active Status of a Record at Multiple Sites
            • Add Modifiers to a Modifier Collection
              • Filter the Modifier List
            • Add Modifier Groups to a Modifier Collection
            • Add a New Build to a Modifier Collection
            • Add an Existing Build to a Modifier Collection
            • Create Categories for a Modifier Collection
          • Create a Xenial Ordering Menu
            • Menu Components Overview
            • Create a Menu Item Group
              • Define General Settings for a Menu Item Group
              • Define POS Display Settings for a Menu Item Group
              • Add Items to a Menu Item Group
              • Define Voice Settings for a Menu Item Group
            • Create a Menu Category
              • Define General Settings for a Menu Category
                • Add Menu Groups to a Menu Category
                • Add Menu Categories to a Menu Category
              • Define Voice Settings for a Menu Category
            • Create a Menu for Xenial Ordering
              • Define General Settings for a Menu
              • Define Time Period Availability for a Menu
              • Perform Actions on a Menu
              • Perform Actions on a Menu Category
              • Perform Actions on a Menu Item Group
              • Perform Actions on a Product
          • Create a Discount
            • Create an Item-Level Discount
              • Define General Settings for an Item-Level Discount
                • Create Alternate PLUs
              • Define Availability Settings for a Discount
              • Schedule a Discount
              • Define Rules for an Item-Level Discount
                • Define Customer Information for a Discount
              • Define the Criteria for a Discount
              • Restrict Discount Permissions by Xenial Role
            • Create an Order-Level Discount
              • Define General Settings for an Order-Level Discount
                • Create Alternate PLUs
              • Define Availability Settings for a Discount
              • Schedule a Discount
              • Define Rules for an Order-Level Discount
                • Define Customer Information for a Discount
              • Define the Criteria for a Discount
              • Restrict Discount Permissions by Xenial Role
          • Configure Taxes
            • Create a Product Tax Group
              • Define General Settings for a Product Tax Group
            • Create a Tax Rate
              • Define General Settings for a Tax Rate
              • Define the Tax Rate Availability
              • Associate Product Tax Groups with a Tax Rate
              • Associate Modifier Tax Groups with a Tax Rate
              • Define Tax Rate Application Rules
              • Define a Tax Table for a Fixed Amount Tax Rate
            • Create a Tax Jurisdiction
          • Create a Donation
          • Create a Terminal
            • Define General Settings for a Terminal
            • Add Peripheral Devices to a Terminal
              • Dual Cash Drawers
          • Create a Terminal Scheme
            • Define General Settings for a Terminal Scheme
            • Define Order Entry Settings for a Terminal Scheme
            • Define Payment Settings for a Terminal Scheme
              • Overview of Payment Type and Terminal Configuration
            • Define Available Functions for a Terminal Scheme
            • Define Donation Settings for a Terminal Scheme
            • Define Printing Settings for a Terminal Scheme
            • Define Cash Drawer Settings for a Terminal Scheme
              • Employee Settings
              • Terminal Settings
              • "None" Setting
          • Create a Peripheral Device
            • Barcode Scanner Settings
            • Cash Drawer Settings (Serial)
            • Cash Drawer Settings (Printer Connected)
            • Cash Drawer Settings (OPOS)
            • Cash Drawer Settings (Network)
            • Cash Drawer Settings (JPOS)
            • Coin Dispenser Settings
            • Customer Facing Display Settings (USB)
            • Customer Facing Display Settings (Serial)
            • Customer Facing Display Settings (OPOS)
            • Magnetic Stripe Reader Settings (OPOS)
            • Magnetic Stripe Reader Settings (Bluetooth)
            • Order Confirmation Board Settings
            • VeriFone Payment Device Settings
            • Payment TranSend Settings (OPOS)
            • Payment TranSend Settings (LAN)
            • Payment Device Settings (LAN)
            • Payment Device Settings (OPOS)
            • Payment Device Settings (Bluetooth)
            • Payment BAMS (FirstData) Settings (OPOS)
            • Payment BAMS (FirstData) Settings (LAN)
            • About Kitchen Routing Categories
            • Printer Settings (USB)
            • Printer Settings (Serial Device Bridge)
            • Printer Settings (Serial)
            • Printer Settings (OPOS)
            • Printer Settings (LAN)
          • Create a Peripheral Device Schema
          • Company Preferences
            • Define General Ordering Application Settings
            • Define Regional Settings
            • Define Notification Service Settings
            • Define Tax Settings
              • About Tax Rates for Collective Rounding
            • Define Ordering Application Settings
              • Define Ordering Access Settings
              • Define Ordering Settings
              • Define Drawer Settings
              • Define Printing Settings
              • Define Kitchen Settings
              • Setup the Ordering Application Logo
                • Xenial Logo
                • Custom Logo
              • Define Employee Time and Attendance Settings
            • Define Automatic Gratuity Settings
            • Define Reporting Settings
            • Define Liability Item Settings
              • Define Bulk Gift Card Activation Settings
            • Define Loyalty Settings
            • Define Email Server Settings
              • Setup a Custom Email Server
            • Define Back Office Settings
            • Define Health Services
          • Site Preferences
            • Revert to Default Ordering Application Settings
            • Define General Ordering Application Settings
            • Define Notification Service Settings
            • Define Tax Settings
            • Define Ordering Application Settings
              • Define Ordering Access Settings
              • Define Ordering Settings
              • Define Drawer Settings
              • Define Printing Settings
              • Define Kitchen Settings
              • Setup the Ordering Application Logo
                • Xenial Logo
                • Custom Logo
              • Define Employee Time and Attendance Settings
            • Define Automatic Gratuity Settings
            • Define Liability Item Settings
              • Define Bulk Gift Card Activation Settings
            • Define Loyalty Settings
            • Define Email Server Settings
              • Setup a Custom Email Server
            • Define Back Office Settings
            • Define Health Services
          • Create a Print Template
            • Define General Settings for a Print Template
            • Define Optional Elements for a Print Template
            • Select an Image for a Print Template
            • Edit the Print Template Content
          • Create a Gift Card Service Provider
            • Define BIN Ranges for a Gift Card Service Provider
          • Create a Currency Scheme
            • Define General Settings for a Currency Scheme
            • Define Denomination Settings for a Currency Scheme
          • Create an Order Destination
            • Define General Settings about an Order Destination
            • Define Customer Detail Requirements for an Order Destination
            • Define Customer Details Requirements Based on Time Period
          • Create an Order Source
          • Create a POS Reason Code
            • Define General Settings for a POS Reason Code
          • Create a Table Map
          • Create a Tag Ordering Rule
            • Define General Options about a Tag Ordering Rule
            • Define Tag Ordering Rule Conditions
              • Examples
            • Define Prompt Options for a Tag Ordering Rule
          • Create a Time Period
          • Create an Email Template
          • Configure Tips
            • Configure Customer-Facing Tip and Signature Capture Screens
            • Configure Tip Suggestions for Customers
        • Packages
          • Create a New Package
            • Additional Actions
          • View Active Packages
          • Edit a Package
          • Delete a Package
          • Deploy a Package
          • View Deployed Packages
        • Kitchen Settings
          • Quick Setup for Xenial Kitchen Management
            • Kitchen Screen Filters
          • Create a Kitchen Station
            • Kitchen Station Settings
              • Kitchen Screen(s)
          • Define Kitchen Screen Settings
            • General Kitchen Screen Settings
              • Naming
              • Screen Layout
              • Popup Menu
              • Upstream Screens
              • Upstream Screens for Hold Timer
              • Bump Upstream Screens
              • Priority Order Destinations
            • Kitchen Cell Settings
              • Cell Header
              • Footer Fields
              • Cell Body
              • Item Events
              • Timing
              • Timing for Hold Timer
              • Animation
            • Kitchen Screen Filter Settings
            • Ingredient Filter Settings
            • Sorting Rules
            • Define Bump Settings
              • Bumping Options
              • Allowed Bump States
            • Recall Settings
            • Audio Settings
          • Create an Order Ready Display
            • Define Screen Orientation
            • Choose Color Scheme
            • Configure Customer Name Settings
          • Define General Kitchen Settings
            • General Kitchen Settings
            • Forecast Viewer Settings
            • Item Category Color Settings
            • Display Settings
          • About Kitchen Schemes
          • Create a Kitchen Scheme
            • Kitchen Scheme Settings
              • Add Station Settings
          • Create a Kitchen Routing Category
        • Online Ordering Settings
          • Integrate Xenial Online Ordering with the Company Website
        • Staff Settings
          • Define Business Rules
            • Business Rules
            • Staff
            • Payroll
            • Schedule
          • Configure Employee and Vendor Settings
            • Create a Country Record
            • Create a Country State Record
            • Create an Ethnicity Record
            • Create an I-9 Document Class Record
            • Create an I-9 Status Record
            • Create a W-4 Filing Status
          • Configure Job Settings
            • Create a Job Code
            • Create a Job Code Rate
            • Create a Job Code Category
        • Create a Day Part Type
        • Create a Payment Type
          • Define General Settings for a Payment Type
          • Define Availability Settings for a Payment Type
            • Payment Type Availability
            • Restrict Payment Type Availability by Order Source
        • Create a Payment Type Scheme
        • Create a Tag
        • Reporting Settings
          • Configure the Reports Menu Bar
          • Define Report Options
      • Portal
        • Xenial Portal Overview
          • Login to Xenial Portal
          • Change Xenial Portal Password
          • Navigate the Xenial Portal
          • Pin Items on the Xenial Portal Menu
        • Company Settings
          • Setup the Company Profile
          • Setup Xenial Product Subscriptions
          • Setup Xenial Services
        • Site Settings
          • Filter the Xenial Site List
            • Clear Site List Filters
          • Define a Custom View for the Sites List
            • Open a Custom View
            • Delete a Custom View
          • Create a Xenial Portal Site
            • Additional Notes about Roles
          • Manage Xenial Portal Sites
            • Xenial Site Actions
            • Assign Users to Sites
            • Add User Groups to a Site
            • Remove Users and Groups from a Xenial Site
            • Add Services to Sites
            • Activate a Service for Sites
            • Edit Services for Sites
            • Refresh Menu for Delivery Provider
            • Remove a Service from Sites
            • View Terminal Status at Xenial Sites
          • Site Hierarchies
            • View Site Hierarchies
            • Create a Site Hierarchy
          • Create a Site Tag
            • Assign Tags to Sites
            • Remove Tag Assignments from Sites
          • Define Custom Fields for Xenial Sites
            • Step 1: Open Custom Fields
            • Step 2: Select Sites
            • Step 3: Add a New Section
            • Step 4: Add a Field to a Section
            • Step 5: Save the Section
          • Manage Xenial Site Data
            • Refresh POS Data on a Terminal
              • Data Update Notification
            • Clear Xenial Site Data
            • Copy Data to a New Xenial Site
              • Revert a Xenial Site Copy
        • User Settings
          • Create a Xenial Portal User
            • Resend Email Invitation
          • Manage Xenial Portal Users
            • Xenial User Actions
            • Add a Role for Multiple Users
            • Edit Roles for Multiple Users
            • View the Assigned Permissions for a Xenial Portal User
            • Add a Site for Multiple Xenial Portal Users
            • Edit Sites for Multiple Xenial Portal Users
          • Delete a Xenial Portal User
        • User Group Settings
          • Create a Xenial Portal User Group
          • Manage Xenial User Groups
            • Xenial User Group Actions
        • Xenial Roles
          • Create a Custom Role
          • Create a Role Based on a Template
          • Define Role Permissions
            • Notes about Roles
          • Duplicate a Role
      • Xenial Cloud POS
        • Cashier Procedures
          • Clock Procedures
            • Sign On to a Terminal
            • Change PIN
            • Confirm the Drawer Assignment
            • Clock In
            • Start/End a Break
            • Clock Out
            • Sign Out of a Terminal
          • Order Entry Screen Overview
            • Toast Notifications
          • Enter a Customer Order
            • Select the Order Destination
            • Select an Item Menu
              • Menu Toggle
              • Menu Subcategories
              • Day Part Menu Change
              • Open a Day Part Menu
            • Add Items to the Order
              • Combine Identical Items
              • Combo Meals and Placeholder Items
                • Add a Combo Meal to an Order
                • Change a Combo Meal Size
            • Modify an Order Item
          • About Item Modifiers
            • Modifier Groups
            • Modifier Builds
              • Default Modifier Build
              • Apply a Modifier Build to an Item
              • Quick Builds Menu
              • All Builds Menu
            • Split Modify
            • Fractional Modifier Quantities
            • Additional Modification Options
          • Item-Level Procedures
            • About the Actions Menu
            • Item Quantities
              • Change an Order Item Quantity
              • Add a Bulk Quantity of an Order Item
            • Duplicate an Order Item
            • Convert Item to One of Its Variations
              • Convert an Item to Combo Meal
              • Convert Item Size
              • Convert the Size of Child Items
            • Delete an Order Item
              • About the Delete Action
            • Add an Item-Level Comment
              • Edit an Item-Level Comment
              • Delete an Item-Level Comment
            • Kitchen Hold
              • Apply the Kitchen Hold Flag
              • Remove the Kitchen Hold Flag
            • Change an Order Item Price
            • About Multi-Select Mode
            • Lookup a Product
              • Product Lookup Tools
            • View Product Details
            • Scan a Barcode
              • Type a Barcode
              • Scan a Barcode with Camera
          • Order-Level Procedures
            • Save an Order
            • Suspend an Order
            • Resume a Saved or Suspended Order
            • Void a Saved or Suspended Order
            • Change the Order Destination
            • Split an Order
              • Move Items to New Orders
              • Split an Order: Move a Specific Quantity of Items
              • Share Items
                • Split Order Segments in Share Items Mode
            • Cancel an Order
            • Order-Level Comments
              • Add an Order-Level Comment
              • Edit an Order-Level Comment
              • Delete an Order-Level Comment
            • Resend an Order to the Kitchen
            • Loyalty Transactions
              • Scan the Loyalty Card Using a Camera
              • Search for a Loyalty Account
              • Redeem a Loyalty Discount
            • Capture Customer Information
            • Reprint Last Order Receipt
            • Create a Refund Order
            • Refund a Specified Amount
            • Create a Waste Order
            • Online Orders
              • View Online Orders
          • Order Segments
            • Order Segment States
            • Add a Segmented Order
            • Add an Order Segment
            • Split Order Segments from an Order
            • Share Item
              • Share an Order Item (Even Distribution)
              • Share an Order Item (Uneven Distribution)
              • Remove a Share from an Order Item
            • Move Items from an Order Segment
            • Delete an Order Segment
          • Discount Procedures
            • Apply a Discount to an Item
            • Apply a Discount to an Order
            • Apply a Discount by Code
            • Capture Customer Information for a Discount
            • Delete a Discount
          • Tender Screen Overview
          • Tender Procedures
            • Apply the Pay Type
              • Select the Pay Type First
              • Specify the Currency Amount First
              • Additional Pay Types
            • Specify the Currency Amount for the Pay Type
            • Give the Change Due
            • One-Touch Tender
            • Capture Check Information
            • Capture Gift Certificate Information
            • Split Payments
              • Apply a Split Payment - Two Pay Types
                • Select the Pay Type First
                • Specify the Currency Amount First
              • Apply a Split Payment - Three or More Pay Types
                • Select the Pay Type First
                • Specify the Currency Amount First
            • Remove a Pay Type
              • Remove a Single Pay Type
              • Remove Multiple Pay Types
            • Add a Pay Type to Another Cashier's Order
              • Access Another Cashier's Order
            • Tax Exempt Orders
            • Re-Tender an Order
            • Reprint a Receipt
            • No Sale Transaction
          • Gift Card Procedures
            • Activate a Gift Card
            • Bulk Gift Card Activation
              • Bulk Activation by Range
              • Bulk Activation by Individual Entry
            • Add Value to a Gift Card
            • Check Gift Card Balance
            • Cash Out a Gift Card
          • Donations
            • Add a Donation to an Order
            • Change a Donation Amount
            • Delete a Donation
          • Tip Procedures
            • Add a Tip to an Order
            • Adjust a Tip Amount
            • Customer-Facing Tip Screen
              • Open the Tip Screen
          • Bar Tab Procedures
            • Open a Bar Tab
            • Remove a Pre-Authorized Pay Type
            • Close a Bar Tab
              • Pre-Authorized Pay Type
              • Different Pay Type
              • Split Payment
        • Manager Procedures
          • Order Functions
            • Order History
              • Search the Order History List
              • Filter the Order History List
            • View Order Details
            • Reprint Order Receipt
            • Refund a Partial Order
            • Refund an Entire Order
            • Resend an Order to the Kitchen
            • Retender an Order
            • Void an Order
            • Void a Waste Order
            • Flag Menu Item Availability
              • Flag Item Availability from the Order Entry Screen
              • Flag Item Availability from the Functions Screen
              • Flag Item Availability from the Product Details Screen
          • Drawer Functions
            • Assign a Drawer
              • About Banking Modes
              • Drawer Assignments on Drive-Thru Terminals
              • Reassign a Drawer
              • Dual Cash Drawers
                • Dual Cash Drawer Assignments
            • View the Drawer List
              • Drawer Status
              • Search the Drawer List
              • Filter the Drawer List
            • Float a Cash Till
            • Cash Pulls
            • Paid Ins
            • Paid Outs
            • Close a Drawer
            • Count a Drawer
              • Auto-Counted Drawers During End of Day (EOD)
          • Employee Functions
            • Assign a Badge
            • Change a PIN
          • Ordering Reports
            • Generate an Ordering Report
            • Drawer Audit Report
              • Notes about the Drawer Audit Report
            • Simple Settlement Report
            • Detailed Settlement Report
            • Sales Detail Report
          • End of Day (EOD) Functions
            • End of Day (EOD)
            • Seamless End of Day (EOD)
            • Manually Start EOD
            • Process Payment EOD
            • Settle a Credit Card Batch
            • Deposits
              • Add a New Deposit
              • Edit a Deposit
              • Delete a Deposit
          • Terminal Functions
            • View Terminal Status
            • Connect a PayPal Reader
            • Refresh Terminal Data
            • Change a Terminal
            • Reset a Terminal
            • View Logs
              • Search the Log List
              • Filter the Log List
      • Xenial Kitchen Management (XKM)
        • XKM Interface Overview
          • Kitchen Displays
            • Kitchen Display Views
            • Title Bar
              • Expanded Functionality Menu
              • Notifications Menu
                • Kitchen Management Messages
                • External Application Messages
            • Navigate Pages on a Kitchen Display
              • Symbol Functions
            • Split Screen Displays
              • Bump Bar Functions
            • Kitchen Display Panes
              • Ingredient Summary Pane
                • Bump Bar
                • Touchscreen
              • Order Item Summary Pane
                • Bump Bar
                • Touchscreen
              • Production Forecast Pane
                • Bump Bar
                • Touchscreen
            • Recipe Lookup Screen
            • Upstream Status Displays
              • Order Item Status Indicators
            • Order Ready Display
          • Kitchen Tickets
            • Kitchen Ticket Header
            • Parent/Child Item Relationships
            • Combine Identical Items
            • Order Item Grouping
            • Order Item Modifiers
            • Item Category Highlighting
            • Order Spans Multiple Tickets
            • Order Courses
            • Alerts and Indicators
              • Order State Indicators
              • Audio Alerts
              • Animation Alerts
            • Kitchen Messages
        • Using XKM
          • Bump Bars
            • Bump Functions
            • Menu Functions
            • Order Functions
            • Page Navigation Function
          • Bump an Order
            • Bump Bar
            • Touchscreen
            • Split Screen
          • View Bumped Orders
            • Bump Bar
            • Touchscreen
          • Filter Orders by Destination
          • Recall an Order
            • Bump Bar
            • Touchscreen
          • Lookup an Item Recipe
            • Lookup an Item Recipe with Bump Bar
            • Lookup an Item Recipe on Touchscreen
          • View Notifications
          • Kitchen Schemes
            • Change the Kitchen Scheme
    • Xenial RTI Back Office
      • Getting Started
    • Xenial Support
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      • Manager Procedures

      Manager Procedures

      This section describes the procedures performed by a site manager.

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