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Order Screens

Xenial Portal Data Management Ordering Settings Settings Open Orders Screens

The following describes how to create a screen that includes a set of Open Order Lanes to optimize Open Order views for cashiers.

  1. From the Open Order Screens homepage, select New Screen.

  2. Define the settings in the following sections:

    Section

    Description

    General Information

    Define general settings including the name and description of the order screen.

    Order Lanes

    Identify the order lanes to display in this order screen.

    Add at least one (1) order lane.

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

General Information

From the General Information section of the Order Screens editor, define the following settings:

Setting

Description

Name

Type a name for the order screen.

Description

Type a description of the order screen including the content it displays.

Active

Toggle Active if the order screen is currently available to use.

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

Order Preview

Toggle On to enable the order preview feature. When enabled, a preview of the order is displayed when the user selects the corresponding Order Card.

When this feature is disabled, the order is immediately resumed at the Order Entry screen when the user selects the corresponding Order Card.

Order Lanes

From the Order Lanes section of the Order Screens editor, identify the order lanes to display in this order screen.

The following describes how to:

Add Existing Order Lane

To add an existing order lane to an order screen:

  1. Locate the Order Lanes section of the order screen record.

  2. From the Add Lanes dropdown in the upper-right, select Add Existing.

  3. From the Add Order Lane window, select the order lanes.

  4. From the lower-right of the window, select Add Order Lane(s).

  5. From the Order Lanes section, select and drag the control to the left of the listed lanes to rank them from highest-to-lowest (where the lane at the top of the list has the highest rank).

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

Add New Order Lane

To add a new order lane to an order screen:

  1. Locate the Order Lanes section of the order screen record.

  2. From the Add Lanes dropdown in the upper-right, select Add New.

  3. From the Create New Order Lane window, define the properties of the new order lane.

    For detailed instructions, please see Open Order Lanes.

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