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Xenial Product Documentation

Menu

To create a Xenial Cloud POS menu:

  1. From the Xenial Cloud Portal homepage, select Data Management.

  2. From the Ordering Settings menu, select Menu Layout.

  3. From the Menu Layout menu, select Menu.

  4. From the upper-right of the Menu homepage, select Create Menu.

  5. From the menu pane on the left, select a page and define the respective settings.

    The following introduces the pages of the Menu editor.

    Page

    Description

    General

    Define general settings including the menu name and sort order.

    Appearance

    Select the images that will be displayed for this menu.

    Availability

    Define the availability of the menu based on order source, order destination, and time period.

    Menu Categories

    Add menu categories to the menu.

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

General

Xenial Cloud PortalData ManagementOrdering SettingsMenu LayoutMenu

From the General page of the Menu editor, define general settings for a menu.

  1. In the Name field, type a name for the menu.

  2. In the Sort Order field, type the sequence number for this menu.

    The Sort Order defined for each menu determines the order in which the menus are sorted on the POS.

Appearance

Xenial Cloud PortalData ManagementOrdering SettingsMenu LayoutMenu

From the Appearance page of the Menu editor, select the images that will be displayed for this menu.

  1. From the Menu Images section, select the applicable Image Set.

  2. From the action bar located above the Image Set list, select Edit.

  3. From the Edit Image window, define the following:

    Field

    Description

    Description

    Type a name or description of the image.

    Image Source

    Select the source of the image:

    • URL - Specify the network or Internet URL for the image. In the Address field, type the URL for the image file.

    • Upload Image - Upload an image to the cloud. Select Choose File to locate and select the image file.

    The image is displayed in the Preview section. Select the image to zoom in.

  4. From the lower-right of the Edit window, select Done.

Note

All Image Sets with a Usage type of Menu are listed in this section. To add an Image Set to the list, use the Image Sets editor.

Xenial is not responsible for any copyright violations.

Availability

Xenial Cloud PortalData ManagementOrdering SettingsMenu LayoutMenu

From the Availability page of the Menu editor, define availability settings for a menu, including:

  • Availability - Define the product's availability at a site.

  • Order Sources - Define availability restrictions by order source.

  • Destinations - Define availability restrictions by order destination.

  • Time Periods - Define availability restrictions by time period.

Availability

To define a menu's availability at a site:

  1. From the Availability page, locate the Availability section.

  2. Toggle Active to Active if the menu is available for use at the site.

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

Order Sources

To define a menu's availability by order source:

  1. From the Availability page, locate the Order Sources section.

  2. Toggle Allow Order Source Restriction to On to restrict the menu's availability to specific order sources.

  3. Toggle Available to Yes for each order source where the menu is available.

Destinations

To define a menu's availability by order destination:

  1. From the Availability page, locate the Destinations section.

  2. Toggle Allow Destination Restriction to On to restrict the menu's availability to specific order destinations.

  3. Toggle Available to Yes for each order destination where the menu is available.

Time Periods

To define a menu's availability by time period:

  1. From the Availability page, locate the Time Periods section.

  2. Toggle Allow Time Periods Restriction to On to restrict the menu's availability to specific time periods.

  3. Toggle Available to Yes for each time period where the menu is available.

Priority Level for Menu Availability

If more than one menu is configured as the default menu for the same time period, the menu with the most defined restrictions is given priority.

  • A date range restriction has the highest priority.

  • If more than one menu has a date range restriction:

    • The shorter date range has the highest priority.

    • If the date ranges match, then the day of the week is given the highest priority.

    • If the days of the week match, the shorter time range is given the highest priority.

  • If all restrictions match, then the menus are prioritized alphabetically by menu name.

Menu Categories

Xenial Cloud PortalData ManagementOrdering SettingsMenu LayoutMenu

From the Menu Categories page of the Menu editor, add the menu categories to include on a menu.

  1. From the Menu Categories section, select Add Menu Categories.

  2. From the Add Menu Categories window, select the menu categories.

  3. Select Add # Menu Categories.

  4. From the Menu Categories section, select and drag the control to the left of the listed categories to sort them in the desired sequence.

Menu Actions

To perform an action on a menu:

  1. From the Menu editor homepage, select the menu.

  2. From the right of the Type column, select the 3-dot menu.

  3. From the dropdown, select an action:

    Action

    Description

    Edit

    Edit the menu properties.

    Remove

    Delete the menu.

    Duplicate

    Create a copy of the menu.

    Add Menu Category

    Create a new menu category and link it to the menu.

    1. In the Name field, type a name for the menu category.

    2. (Optional) To open an editor and define the properties of the menu category immediately, select Open in editor after creation.

    3. Select Done.