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Xenial Product Documentation

Venues Inventory: Getting Started

Venues Inventory is a Xenial Cloud service accessed through Xenial Cloud Portal. Venues Inventory automatically syncs with Data Management and other Xenal Cloud services to display the most up-to-date information such as Item Inventory and Unit Costs.

For a venue to use Venues Inventory, the portal administrator must add and enable the service at the company level.

After adding and subscribing to Venues Inventory, the portal administrator must then assign User Roles to Venue Staff, and also assign permissions to those roles.

The process to get started with Venues Inventory is outlined in the table. Note that each step is its own process.

Step

Setting

Description

1

Add Services at the company level

Add Venues Inventory at the company level

2

Subscribe to service at the company level

Enable Venues Inventory at the company level

3

Assign or Create a User Role

To grant venue staff access to the Venues Inventory admin features, administrators must assign the required permissions to relevant user roles, and then add the user role(s) to venue staff users.

4

Permissions to a User Role

Grant permissions to access the Venues Inventory Admin Portal Options.

Venues Inventory: Next Steps

Once subscribed and enrolled in the Xenial Venue Inventory (XVI) service, further setup is required in Xenial Data Management (XDM). The next steps for XVI are outlined in the table. Note that each step is its own process.

To access information about XVI settings in XDM directly see, Venue Inventory Settings.

Step

Setting

Description

1

Sites

Create sites in Xenial Portal. For more information, see Xenial Portal Sites.

2

Set Values for Custom Fields

XVI automatically creates a custom field upon subscription. Set a value for Department Code and any other custom fields listed for the site.

3

General Ledger

The General Ledger Accounts module is a shared resource of Xenial Cloud Suite products.

4

Vendors

Create new vendor listings.

5

Measures

A measure is a fixed size or quantity of an item. Xenial Cloud uses measurements for modules such as Inventory Items and subscriptions such as Venues Inventory.

6

Inventory Item

The Inventory Item module pulls information from Xenial Cloud modules including Data Management. Modules include General Ledger, Vendors, and Measures.

7

Inventory Item Thresholds (Par)

Thresholds define and categorize stock levels—sometimes known as par levels. These thresholds prevent sites from falling below a minimum quantity or over ordering.

8

Inventory Reporting

Review the procedure to configure and generate reports.