Back Office Settings

Xenial Portal Data Management Back Office Settings

The following describes how to configure back office settings for the Xenial Ordering application using Data Management. The editors are located in the Back Office Settings menu of Data Management.

Create a Day Part Type

To create a new day part type:

  1. From the Xenial Portal, select Data Management.

  2. From the Back Office Settings menu, select Day Part Type.

  3. Select New Day Part Type.

  4. In the Code field, type a unique identification code for the day part type.

  5. In the Name field, type the name of the day part type.

  6. In the Description field, type a description for the day part type.

  7. In the External ID field, type an alphanumeric external ID value for the day part type. This value is used to facilitate export files for external systems.

  8. Select Save.

Create a Payment Type

To create a new payment type record:

  1. From the Xenial Portal, select Data Management.

  2. From the Back Office Settings menu, select Payments.

  3. Select Payment Type.

  4. Select New Pay Type.

  5. Configure the record as needed.

Define General Settings for a Payment Type

Xenial Portal Data Management Back Office Settings Payments Payment Type

To define general settings for a payment type record:

  1. From the pane on the left, open the General page.

  2. In the Name field, type the payment type name.

  3. In the Payment ID field, type a unique identification code.

  4. From the Payment Class dropdown, select the applicable class.

  5. Set the Allow Tip toggle to On to enable customers to add a tip to their order when using this payment type to tender an order.

    • In the Tip Threshold field, type the maximum tip amount.

    • Set the Print Tip Lines toggle to On to print a line for the tip on the customer receipt when this payment type is used.

    • Set the POS Onscreen Tip toggle to On to open the customer-facing tip options screen when this payment type is used to tender an order.

  6. Set the POS Onscreen Signature toggle to On to open the customer-facing signature capture screen when this payment type is used to tender an order.

  7. Set the Allow on Deposits toggle to On if the payment type is included in deposits. The payment type is available for selection when a deposit is created.

  8. Set the Combine Tip and Signature screens toggle to On to combine the tip and customer signature functions on the same screen. If this option is NOT selected, the tip and customer signature functions are displayed on separate screens.

  9. Set the Prompt For Receipt On Final Payment toggle to On to prompt the user to print a receipt for the final payment when this payment type is used.

  10. Set the Change Back toggle to On if the customer receives change back when using this payment type.

  11. Set the Open Cash Drawer toggle to On to pop open the physical cash drawer when this payment type is used.

  12. Set the Quick Pay toggle to On to allow the cashier to select the Quick Pay buttons on the Tender screen when this payment type is used.

  13. Set the Signature Capture Threshold toggle to On to require the cashier to capture a customer signature when the order total is greater than the defined threshold.

    • In the Signature Capture Threshold Amount field, type the order total threshold for requiring a customer signature.

Define Availability Settings for a Payment Type

Xenial Portal Data Management Back Office Settings Payments Payment Type

Define availability settings for a payment type, including:

  • Availability at each site

  • Availability restrictions by order source

Payment Type Availability

Xenial Portal Data Management Back Office Settings Payments Payment Type

To define the availability of a payment type:

  1. From the pane on the left, open the Availability page of the payment type record.

  2. On the Availability page, locate the Availability section.

  3. Set the Active toggle to Active if the payment type is available for use.

    • Multi-site users: Select the globe icon located to the right of the field to define values for each site.

Restrict Payment Type Availability by Order Source

Xenial Portal Data Management Back Office Settings Payments Payment Type

Restrict payment type availability by order source (e.g. Mobile App, Web Site, Restaurant Terminal). For example, the ability to use a credit card to tender an order is restricted to orders placed on the Web Site.

A toast notification is displayed on the terminal when the cashier attempts to apply a payment type that is not accepted.

To restrict payment type availability by order source:

  1. From the pane on the left, open the Availability page of the payment type record.

  2. On the Availability page, locate the Availability Conditions section.

  3. Locate the Order Sources line on the grid.

  4. On the right of the Order Sources line, select the vertical blue ellipsis, and then select Edit from the dropdown.

  5. From the Condition dropdown on the Order Source Availability dialog, select the desired option:

    • All - (Default) The payment type is available for all order sources.

    • Only the Following - The payment type is only available for the selected order sources. Select Add Order Sources to select the order sources where the payment type is available.

    • Excluding the Following - The payment type is available for all order sources EXCEPT for the selected order sources. Select Add Order Sources to select the order sources where the payment type is NOT available.

Huomaa

Order source records are created using the Order Source editor, which is accessible from the following menu:

Xenial Portal Data Management Ordering Settings Settings

Create a Payment Type Scheme

A payment type scheme is a collection of payment types for a terminal scheme. Assign payment type schemes to terminal schemes using the Terminal Scheme editor.

To create a new payment type scheme:

  1. From the Xenial Portal, select Data Management.

  2. From the Back Office Settings menu, select Payments.

  3. Select Payment Type Scheme.

  4. Select New Pay Type Scheme.

  5. In the Name field, type a name for the payment type scheme.

  6. Select Enable Order Tips to enable the user to add a tip to the order at the Ordering application.

  7. In the Payment Types section, select the payment types to include in the scheme.

    • From the Available column, select the payment types. To select multiple payment types, hold down Crtl on the keyboard and select each type.

    • Select the right arrow to move the selected payment types to the Included column.

  8. Select Save.

Create a Tag

Tag records with descriptive terms to group similar records together. Examples of product tags include: EntreeBeverageVegetable, and Condiment.

To create a new tag:

  1. From the Xenial Portal, select Data Management.

  2. From the Back Office Settings menu, select Tag.

  3. Select New Tag.

  4. In the Name field, type the tag name.

  5. In the Tag ID field, type a unique identification code for the tag.

  6. In the External ID field, type an alphanumeric external ID value for the tag. This value is used to facilitate export files for external systems.

  7. Select the Background Color field to select a background color for the tag. Using a color identifier enables users to quickly identify trends and associated records.

  8. In the Text Color field, type the color for the tag text.

  9. In the Usage field, select the modules where this tag is available for use.

  10. Select Save.