Ordering Settings

Xenial Portal Data Management Ordering Settings

The following describes how to configure the Ordering application using Data Management.

The editors used to configure the Ordering application are located in the Ordering Settings menu of Data Management. The Ordering Settings menu includes the following categories.

Category

Description

Editors

Products

Configure products and product properties. Product properties include inventory locations and reporting categories.

Modifiers

Configure individual modifiers, and modifier groups and collections.

Menu Layout

Configure Ordering menus and menu components including menu categories and item groups.

Discounts

Configure item and order-level discounts, coupons, and promotions.

Taxes

Configure tax settings including tax rates, product tax groups, and tax jurisdictions.

Donations

Setup a donation for a charitable cause to which customers can make contributions at the Ordering application.

Hardware

Configure hardware settings including terminal schemes and peripheral devices.

House Accounts

Create and configure House Accounts.

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

Settings

Configure company and site-specific Ordering settings including email and receipt templates.

About the Site Selector

Use the Site Selector to navigate and filter the list of company sites and select the specific sites to update.

After selecting sites, the record list of a Data Management editor only includes records that are mapped to those sites. For example, the Product List editor only lists product records that are mapped to the selected sites.

In the upper-right of the Data Management editor homepage, select Select Sites to open the Site Selector.

Create a Bundle Type

By default, the Ordering application uses the term "Combo" to identify a bundle of products that are sold together. Create bundle types to reflect the unique terms used by the company.

Bundle type examples include: Meal, Dinner, Value Meal, and Entree. Assign bundle types to products using the Product List editor.

To create a bundle type:

  1. From the Xenial Portal, select Data Management.

  2. From the Ordering Settings menu, select Products.

  3. Select Bundle Types.

  4. Select Add Bundle Type. The Bundle Type form opens.

  5. In the Bundle Type Name field, type the name of the bundle type to display on screen components and labels when an associated product is selected. The default type "Combo" is used if a bundle type is not selected for a product.

  6. Select Save.

Create a House Account List

Xenial Portal Data Management Ordering Settings House Accounts House Account List

To create a house account record:

  1. From the House Account List homepage, select New House Account.

  2. From the menu pane on the left, select General.

  3. In the Name field, type the name of the house account.

    • This is the name that appears on the POS application.

  4. In the Account Number field, type an ID number for the house account.

    • This ID number is used by external partners and integrators.

  5. From the House Account Status dropdown, select the status of the house account.

    • The status determines the availability of the house account at the POS application.

  6. From the menu pane on the left, select Availability.

  7. Set the Active toggle to Active if the house account record is currently active.

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

  8. In the upper-right of the screen, select Save.

Create a House Account Status

Xenial Portal Data Management Ordering Settings House Accounts House Account Status

To add a house account status:

  1. From the House Account Status homepage, select New House Account Status.

  2. In the Name field, type the name of the house account status.

  3. In the External ID field, type the external identifier for the house account.

    • External identifiers are used by external third-party systems, such as an accounting system.

  4. From the Status Type dropdown, select the house account status type.

    • The status type is used by the POS application to determine if the house account is allowed or restricted for use.

  5. In the upper-right of the screen, select Save.

Customize Open Orders Screen

The following describes how to customize the Open Orders screen to optimize views for the operational practices of the company.

  • Order Lanes - Filter and sort the orders that are displayed in specific order lanes.

  • Order Screens - Create a screen that includes a specific set of order lanes.