Gift Certificate
To create a gift certificate:
From the Xenial Portal, select Data Management.
From the Ordering Settings menu, select Products.
From the Products menu, select Product List.
From the Product List homepage, select New Product.
From the menu pane on the left, select a page and define the respective settings.
The following introduces the pages of the Product List editor.
Page
Description
Define general settings about a product including naming and reporting categories.
Select the payment type to associate with the product.
The available payment type selections are created with the Payment Type editor.
Define availability settings by site and order source.
Define pricing settings for a product including tax.
Define general ordering options for a product including its guest count.
Configure the appearance of the product on the Ordering application menus.
General
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From the General page of the Product List editor, define general settings about a product, including:
Naming - Specify how the product is identified on the Ordering application.
Reporting - Assign product records to reporting categories to group associated products together on reports.
Product Tags - Identify a group of products by an assigned tag when configuring bundled components, pricing rules, and other record types in Data Management.
Taxation - Assign a tax group to a product to identify the tax rate to apply to the product price.
Additional Information - Provide more descriptive information about the product and define alternate price lookup codes (PLUs).
Naming
To specify how the product is identified by name:
From the General page, locate the Naming section.
In the Formal Name field, type the default name of the product.
In the ID field, type a price lookup code (PLU).
The PLU is an identification code used to improve the accuracy of inventory control.
From the Item Type dropdown, select Gift Certificate.
Reporting
To assign the product to reporting categories:
From the General page, locate the Reporting section.
From the Major Category dropdown, select the major reporting category.
Select New Major Category to add a new category.
From the Minor Category dropdown, select the minor reporting category.
Select New Minor Category to add a new category.
Product Tags
To assign a tag to a product:
From the General page, locate the Product Tags section.
From the Tags dropdown, select the tag(s).
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To quickly locate an existing tag, type the name in the Tags field.
To add a new tag to the tag list:
In the Tags field, type the tag name.
From the dropdown, select (Add New).
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Review the existing tags to ensure that the new tag is necessary and that it confirms with the naming convention of other tags.
Taxation
To assign a tax group to a product:
From the General page, locate the Taxation section.
From the Product Tax Group dropdown, select the tax group.
Additional Information
To provide more descriptive information about the product:
From the General page, locate the Additional Information section.
In the Item Description field, type a detailed description of the item. This detailed item description is provided to customers when placing an order online.
Multi-site users: Select the globe icon located to the right of the field to define values for each site.
Alternate PLUs
To create alternate price lookup codes (PLUs) for a product:
From the General page, locate the Alternate PLUs section.
Select Create.
In the provided field, scan or type the PLU barcode.
From the lower-right of the Create widow, select Done.
Liability
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From the Liability page of the Product List editor, select the payment type to associate with the gift certificate.
From the Payment Type dropdown, select the payment type.
Availability
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Define availability settings for a gift certificate, including:
Availability - Define the product's availability at a site.
Order Sources - Define availability restrictions by order source.
Product availability restrictions are enforced in the following areas of the Ordering application:
Product Lookup.
Item Menus.
A toast notification is displayed on the terminal to inform the order taker when a product is not available.
Availability
To define availability settings for a product:
From the Availability page, locate the Availability section.
Toggle Active to Active if the product is currently available to be sold.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
Toggle Forbid Adding Via Lookup to On to prevent the order taker at the POS from adding this product to an order from the Product Lookup screen.
Order Sources
To restrict a product's availability by order source:
From the Availability page, locate the Order Sources section.
Toggle Allow Order Source Restriction to On.
Toggle Available to No for each order source where sales of the product are not available.
Price
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From the Price page of the Product List editor, define pricing settings for a product, including:
Pricing
To specify the product price at the POS:
From the Price page, locate the Pricing section.
Toggle Open Price to Yes to prompt the order taker to type the price at the POS when the product is added to an order.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
Toggle Tax Inclusive to On if all applicable taxes are included in the price.
When enabled, tax is not applied to the price when the product is added to an order.
In the Price field, type the product price.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
From the Roll Up Price dropdown, select the applicable option. The selected option determines how the product price is rolled up into a parent product price.
Option
Description
Do Not Roll Up
Do NOT roll up the price to the parent product price.
Roll Up After Tax
Roll up the price to the parent product price AFTER tax is applied.
Roll Up Before Tax
Roll up the price to the parent product price BEFORE tax is applied.
Cost
To specify the product cost when purchased from a vendor:
From the Price page, locate the Cost section.
In the Cost field, type the vendor cost.
Ordering Options
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From the Ordering Options page of the Product List editor, define general ordering options for a product, including:
Quantity - Require the order taker to specify a quantity when the product is added to an order.
Guest Count - Specify the guest count for the product.
Quantity
To enable the quantity prompt for a product:
From the Ordering Options page, locate the Quantity section.
Toggle Prompt for Quantity to On to enable the quantity prompt.
Guest Count
The Guest Count indicates the number of guests to associate with an order when this product is added to an order.
To define the Guest Count for a product:
From the Ordering Options page, locate the Guest Count section.
In the Guest Count field, type the number of guests to associate with an order when this product is added to an order.
Use the +/- buttons to adjust the value as needed.
Appearance
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From the Appearance page of the Product List editor, configure the appearance of the product on the Ordering application menus, including:
Menu Display Options - Specify an optional menu caption for the product.
Product Images - Select a product image to display on menus.
Menu Display Options
Define a menu caption for a product that order takers can easily understand and fits the constraints of minimum button sizes.
From the Appearance page, locate the Menu Display Options section.
In the Menu Caption field, type the menu caption for the product.
This caption is displayed on the product’s menu button on the Ordering application.
If this field is left blank, the formal name defined for the product is displayed on the menu button.
Product Images
To select a product image to display on the Ordering application menu:
From the Appearance page, locate the Product Images section.
From the left of Image Type, select the square.
The listed image types are created with the Image Sets editor.
Select Edit.
In the Description field, type a name or description of the image.
From the Image Source field, select the source of the image:
Source
Description
URL
Specify the network or Internet URL for the image.
In the Address field, type the URL for the image file.
Upload Image
Upload an image to the cloud.
Select Choose File to locate and select the image file.
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Xenial is not responsible for any copyright violations.
The product image is displayed in the Preview section. Select the image to zoom in.
From the lower-right, select Done.