Accounts
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The Accounts area allows venue staff to:
Manage account settings,
Assign suites,
Subscribe to events,
Manage authorized users, and
Customize payments.
Use the menu on the left to navigate to the following:
Accounts Options | Description |
|---|---|
Setup or edit general account information. | |
Assign suites and subscribe to events. | |
Add, edit, delete, and manage primary and authorized users for the account. | |
Create and review notes from the suite owner and/or venue staff. | |
Add or edit credit cards, enable invoice payment, and customize payment types. |
Accounts List
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The Accounts List allows Venue Staff to quickly:
View a list of all existing accounts;
Search accounts by Account Name;
Sort accounts by Account Name;
Arrange columns by dragging and dropping the column.
Select an account directly for additional options, such as edit, delete, or refresh menus for an account.
The Account List displays:
List Header | Description |
|---|---|
Account Name | Name of the account |
Account ID | ID of the account |
Create Account
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To create an account:
From the Xenial Portal, navigate to Suite Catering.
From the menu on the left, select Accounts.
From the upper-right of the Account area, select New Account.
In the Account Name field of the New Account popup, type a unique account name.
From the lower-right of the New Account popup, select Create.
Alternatively, select Cancel to return to the Account List.
To continue account setup, see Setup or Edit Account.
Setup or Edit Account
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To setup or edit general account information or to apply an account discount or fee:
From the Xenial Portal, navigate to Suite Catering.
From the menu on the left, select Accounts.
From the Accounts List, directly select the account.
Alternatively, select the account checkbox and use the Actions dropdown to select Edit.
From the menu on the left, select Account Setup.
From the Account area, use the ADO Price Point dropdown to select the price point.
For details about how to configure price points, see Create Price Point.
From the Account area, use the EDO Price Point dropdown to select the price point.
Optionally, adjust the Edit Par Stock Template toggle to grant permission to edit par stock templates.
The Account Contact area automatically populates after primary user information is typed in the Authorized Users area.
From the Discounts & Admin Fees area, select the Discounts field to select the discount tags associated with the account. Add multiple tags by selecting the field again.
For details about how to configure discounts and admin fees, see Configure Discount and Configure Admin Fee.
From the Discounts & Admin Fees area, select the Admin Fees field to select the admin fees tags associated with the account. Add multiple tags by selecting the field again.
From the upper-right of the Accounts area, select Save.
If necessary, continue to the Assign Suite procedure.
Discount and Admin Fees Settings
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Suite Catering allows venue staff to set up special discounts and admin fees for an account. Apply discounts and admin fees as: Advanced Day Order, Event Day Order, or Par Stock.
Set up discount dropdown options through Xenial Data Management Discount List.
Set up admin fees dropdown options through Xenial Data Management Fees.
To update discount and admin fees settings for an account, follow the procedure for Setup or Edit Account.
Suite Assignment List
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Access Suite Assignments through the Accounts area of Xenial Suite Catering.
The Suite Assignment List allows Venue Staff to quickly:
View a list of all existing suites;
Search and sort suites;
Arrange columns by dragging and dropping the column.
The Suite Assignment List displays:
List Header | Description |
|---|---|
Suite | Suite name |
Assigned | Indicates if the suite is assigned to the account |
Event for which the suite is occupied | |
Date | Date the suite is occupied |
Account Type | Indicates if the active suite assignment is for the owner or a renter |
Indicates the Par Stock Allocation for the suite—available only for suite owners, not renters. |
Assign Suite
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To assign a suite to an account:
From the Xenial Portal, navigate to Suite Catering.
From the menu on the left, select Accounts.
From the Account List, select the account.
From the menu on the left, select Suite Assignments.
On the upper-right, choose Select Suite.
From the Select Suite panel, select the Account Type of either Owner or Rental.
From the list of suites, select the desired suite(s).
From the lower-right of the Select Suite panel, select Save.
Alternatively, select Cancel to exit without saving.
If necessary, continue to Subscribe to Events.
Subscribe to Events
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Events are listed in categories. A suite may subscribe to an individual event, an event type (such as concerts or a sports season), or all available events (considered a suite-level subscription).
When subscribed to a category of events or all events, it is not possible to selectively exclude a single event. Newly created future events are automatically applied to these subscriptions as well.
Subscribed events appear on the SuiteSpot events calendar for the suite.
To subscribe to an event:
From the Xenial Portal, navigate to Suite Catering.
From the menu on the left, select Suite Assignments.
From the list of suites, select the desired suite(s).
From the Events column, locate the event.
From the Subscribe column, select the toggle for the event(s).
From the upper-right of the Accounts area, select Save.
Assign Par Stock Template
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To assign a par stock template to a suite:
From the Xenial Portal, navigate to Suite Catering.
From the menu on the left, select Suite Assignments.
From the list of suites, select the desired suite(s).
From the list of suites, locate the Par Stock Allocation column.
From the Par Stock Allocation dropdown, select the template.
From the upper-right of the Accounts area, select Save.
Suite-Level Notes
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To type notes for a suite:
Navigate to the Suite Catering Accounts area.
Select the account in one of the following ways:
Directly from the Account List, or
From the menu on the left, select Notes.
Type owner notes and staff notes.
Alternatively, type staff notes and owner notes in Orders. For details, see Type Order-Level Notes.
Huomaa
Order-level notes override suite-level notes.
Owner notes and staff notes typed after an order is created will not be updated to the order.
Payments
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On the Payments page, venue staff can:
Add Credit Card
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To add a credit card to an account:
Navigate to the Suite Catering Accounts area.
Select the account in one of the following ways:
Directly from the Account List, or
From the menu on the left , select Payments.
From the upper-right of the Credit Cards area, select Add Credit Card.
On the New Credit Card popup, type information about the credit card to be added.
From the lower-right area of the New Credit Card popup, select Save.
If necessary, from the Credit Cards area, select the Primary toggle to set the credit card as primary.
Huomaa
After a credit card is added to the account, it cannot be deleted.
Edit Credit Card
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To edit a credit card:
Navigate to the Suite Catering Accounts area.
Select the account in one of the following ways:
Directly from the Account List, or
From the menu on the left, select Payments.
From the Credit Cards area, select the credit card.
On the Edit Credit Card popup, edit card description of the credit card.
Huomaa
The card brand and card number of the credit card cannot be editted.
From the lower-right area of the Edit Credit Card popup, select Save.
Enable Invoice Payment
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To allow an account to pay by invoice:
Navigate to the Suite Catering Accounts area.
Select the account in one of the following ways:
Directly from the Account List, or
From the menu on the left, select Payments.
In the Account Invoicing area, select the toggle to enable Account Invoicing.
The Invoice Email toggle is automatically turned on after the Account Invoicing toggle is turned on. You can manually turn it off if necessary.
If the Account Invoicing toggle is not turned on, payment types of the House Account class are unavailable on the SuiteSpot but are still available on the Suite Catering Admin Portal.
Enable Custom Payment
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To allow an account to pay by custom payment types:
Navigate to the Suite Catering Accounts area.
Select the account in one of the following ways:
Directly from the Account List, or
From the menu on the left, select Payments.
In the Custom Payment Types area, select the Allow Custom Payment Types toggle.
If the Allow Custom Payment Types toggle is not turned on, payment types of the Custom class are unavailable on the SuiteSpot but are still available on the Suite Catering Admin Portal.
Refresh Menu
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From the Xenial Portal, navigate to Suite Catering.
From the menu on the left, select Accounts.
From the Account Name column, directly select the account.
Alternatively, select the checkbox next to each account, if selecting multiple accounts.
From the Actions dropdown, select Refresh Menus.
Delete Account
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To delete an account:
From the Xenial Portal, navigate to Suite Catering.
From the menu on the left, select Accounts.
From the Account Name column, directly select the account.
Alternatively, select the checkbox next to each account, if selecting multiple accounts.
From the Actions dropdown, select Remove.
The dropdown is hidden when selecting multiple accounts.