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Xenial Product Documentation

Functions & External Applications

Xenial Cloud Portal4-Dot MenuData ManagementOrdering SettingsHardwareTerminal Scheme

From the Functions & External Applications page of the Terminal Scheme editor, identify the functions and/or external applications the user may access from the Ordering application when using this terminal scheme.

Available Functions

To identify the functions to include on the Functions screen of the Ordering application:

  1. From the Functions & External Applications page, locate the Available Functions section.

  2. Next to each function to include, toggle Enabled to Yes.

    The following describes the functions:

    Function

    Description

    Adjust Time Punches

    Edit the clock in/out time of employee clock records.

    Cash Pull

    A Cash Pull is an audited procedure where the manager removes excess cash from an active drawer and then transfers the cash to a safe. This action reduces the opportunity for theft.

    Change Terminal

    The Change Terminal function provides the ability to quickly swap a POS terminal with another terminal that is configured for the site. For example, change a Counter terminal to a Drive-Thru terminal.

    Close Drawer

    Close an active drawer session for a cashier.

    Create Refund Order

    Refund selected items from an order.

    Create Waste Order

    A Waste Order transaction allows the input of selected menu items as waste. This action removes the ingredients from inventory.

    Credit Card Batches

    View credit card batch details.

    Deposits

    Add and manager deposits.

    Drawer Assignment

    Assign drawer sessions to employees.

    Drawer Audit Report

    Generate the Drawer Audit Report (DAR) for the current drawer session.

    Drawer List

    View details about the current employee drawer sessions.

    Employee Audit Report

    View the Employee Audit Report.

    Employees

    Access the employee list and perform actions on employees: Change PIN, and Assign Badge.

    Employee Tip Report

    View the Employee Tip Report.

    End Day

    Manually execute End of Day (EOD).

    Gift Card Balance Check

    View the remaining balance on a gift card.

    House Account

    Tendering orders with a House Account enables a guest to accrue a balance for products sold that can be billed and paid at a later date.

    Item Availability

    Flag the availability of menu items. When an item is flagged as unavailable, the order taker cannot add the item to an order.

    No Sale

    A No Sale transaction opens the physical cash drawer without performing a Sale transaction.

    Paid In

    Paid In transactions maintain an audit record for currency added to a physical cash drawer that is not associated with a sales transaction.

    Paid Out

    Paid Out transactions maintain an audit record for currency removed from a physical cash drawer and used for business expenses.

    Pay Tips

    Pay tips to eligible employees.

    Payment EOD

    Manually perform EOD on processed payments.

    Product Count

    Product Count is an optional feature that enables the cashier to count products and send product count transactions to the Cloud.

    This feature is useful in environments where inventory counting is performed at POS terminals and sent to the Back Office.

    Refresh Data

    Refresh the Data Management configuration data on the site terminals.

    Refund Specified Amount

    Perform a refund for a specified currency amount.

    Reset Terminal

    Reset a terminal and clear all its application data, including any transaction data that is not synchronized with other devices.

    Return

    Return a previously purchased product.

    Sales Detail Report

    Generate the Sales Detail Report (SDR).

    Settle Batch

    Send credit card batches to the clearing house for settlement.

    Terminal Status

    View the status of various aspects of the terminal, including network status, terminal scheme, and service versions.

    Training Mode

    Enable/disable Training Mode.

    When enabled, all activity performed on the terminal is for employee training purposes only. Sales are not recorded or associated with a drawer session.

    Update Timeouts

    Read the timeout settings from the payment device and calculate the total transaction timeout to minimize the timeout value.

    Workflows

    Access the workflow or sequenced task list for end of shift and/or EOD operations.

    View Logs

    View application event log files.

Available External Applications

To identify the external applications to include:

  1. From the Functions & External Applications page, locate the Available External Applications section.

  2. Next to each application to include, toggle Enabled to Yes.