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Xenial Product Documentation

Donations

Xenial Cloud PortalData ManagementOrdering SettingsDonations

To create a donation to which guests can make contributions:

  1. From the Donation List homepage, select Create Donation.

  2. From the General section, define general settings about the donation.

  3. From the Donation Amounts section, configure default donation amounts to recommend to guests.

  4. From the upper-right of the screen, select Save.

General

From the General section, define the following:

Field

Description

Donation Name

Type a name for the donation.

External ID

Type the external identifier to assign to the donation record.

External identifiers are product references used by external third-party services.

Donation ID

Type a unique ID for the donation.

Active

Toggle Active if the donation is available for use at company sites.

Multi-site users: To the right of the field, select the globe icon to define values for each site.

Available On Prompt

Toggle On to include this donation on the donation prompt at the POS terminal.

To configure a terminal scheme to prompt for donations, see Donations.

Donation Amounts

From the Donation Amounts section, configure up to four (4) default donation amounts to recommended to guests. A "Custom Amount" option is also provided at the POS that enables the guest to specify their donation amount.

To configure default donation amounts:

  1. From the Donations Amounts section, select Add.

    • The Add button is not available if four (4) donation amounts are already configured.

  2. From the Type section, select the donation type:

    Type

    Description

    Dollar Amount

    Specify a specific dollar amount.

    .

    Round Up to Nearest Dollar

    Provide the customer with the option to make a donation by rounding up their order total to the nearest dollar.

  3. In the Amount field, type the dollar amount (if applicable).

  4. From the lower-right of the Add Donation Amount window, select Save.

  5. From the Donations Amounts section, select and drag the control to the left of each donation amount to sort them in the desired sequence.