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Ordering Options

Xenial PortalData ManagementOrdering SettingsProductsProduct List

From the Ordering Options page of the Product List editor, define general ordering options for a product, including:

  • Require the order taker to specify a quantity when the product is added to an order.

  • Add the product quantity to the Item Count of the order.

  • Define the customization options for the product.

  • Specify the guest count for the product.

  • Specify the external identifier for the product that is used by external third-party services.

Quantity

To enable the quantity prompt for a product:

  1. From the Ordering Options page, locate the Quantity section.

  2. Toggle Prompt for Quantity to On to enable the quantity prompt.

Item Count

The Item Count on customer receipts and sales reports indicates the number of items included in an order.

To include a product in the Item Count when it is added to an order:

  1. From the Ordering Options page, locate the Item Count section.

  2. Toggle Include in Item Count to On to include the product in the item count.

  3. In the Include In Item Count Value field, type the value to add to the item count when this product is added to an order.

    • Use the +/- buttons to adjust the value as needed.

Modification

To define customization options for a product:

  1. From the Ordering Options page, locate the Modification section.

  2. From the Modify Item dropdown, select the desired option:

    Option

    Description

    Use Company Preference

    (Default) Use the Modify Items After Adding setting defined in the Company and/or Site Preferences editors.

    Modify On Add

    Automatically open the modifier menu when the product is added to an order.

    Do Not Modify

    Do NOT automatically open the modifier menu when the product is added to an order.

Guest Count

The Guest Count indicates the number of guests to associate with an order when this product is added to an order.

To define the Guest Count for a product:

  1. From the Ordering Options page, locate the Guest Count section.

  2. In the Guest Count field, type the number of guests to associate with an order when this product is added to an order.

    • Use the +/- buttons to adjust the value as needed.

External Identifiers

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

To define an external identifier for a product:

  1. From the Ordering Options page, locate the External Identifiers section.

  2. Select Create.

  3. In the External Identifier field, type the external ID.

    Valid values:

    • Alphanumeric characters only (No symbols)

    • Maximum of forty (40) characters

    • Case-sensitive

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