Add Company
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Important
Only Admin users have the ability to add a company to the Xenial Cloud Portal.
To add a company:
From the left menu pane on the Admin homepage, select All Companies.
From the upper-right of the Company List homepage, select Add Company.
From the left menu pane, select a page and define the respective settings.
The following introduces the pages of the New Company editor.
Page
Description
Define company profile settings.
Add related brands and child companies by brand (if applicable).
Enable product subscriptions.
Setup company services.
Add Identity Providers for user authentication.
Enable various administrative options, including Event-Based Accounting.
General
From the General page of the Company editor, define the following company profile settings:
Setting | Description |
|---|---|
Name | Type the company name. |
Type | From the dropdown, select the company type (e.g. Production, Lab). |
Business Class | From the dropdown, select the applicable business class: Enterprise or SMB (small or midsize business). |
Address | Company address. |
City | City where the company is located. |
State | From the dropdown, select the state where the company is located. |
Zip / Postal Code | Company zip or postal code. |
Country | From the dropdown, select the country where the company is located. |
Time Zone | From the dropdown, select the time zone where the company is located. |
Preferred Language | From the dropdown, select the preferred language for UI components to enable users to more efficiently interact with the application. |
Support Phone Number | Type the phone number to contact support. The site manager calls this number in the event issues arise that require assistance. |
Brands
From the Brands page of of the Company editor, add related brands and child companies.
To add related brands:
From the upper-right of the Brands section, select Add Brands.
From the Add Brand window, select the brand(s).
From the lower-right of the Add Brand window, select Add # Brands.
To add child companies by brand:
From the Brands page, locate the Child Companies by Brand section.
From the upper-right of the Child Companies by Brand section, select Add Child Company.
From the Add Child Company window, select the child companies.
From the lower-right of the Add Child Company window, select Add # Child Companies.
Subscriptions
From the Subscriptions page of the Companies editor, enable product subscriptions:
From the Subscriptions list, select the product subscription.
From the product window, toggle Enabled to Yes to enable the product subscription.
From the lower-right of the product window, select Done.
Messaging Settings
When the Messaging subscription is enabled, define the following:
Setting | Description |
|---|---|
Core Services | Enable the desired messaging services. At least one Core Service selection is required. |
Company Type | From the dropdown, select the applicable business class: Enterprise or SMB (small or midsize business). |
Primary Contact Name | Type the name of the primary contact for this product subscription. |
New Messaging UI Enabled | Toggle Yes to enable the user interface for the new messaging service. Toggle No to use the legacy messaging service. The New Messaging UI Enabled toggle is only available when the selected company type is Enterprise. |
Online Ordering Settings
See Online Ordering Settings for instructions on how to configure the Online Ordering service.
Xenial Back Office Settings
When the Xenial Back Office subscription is enabled, define the following:
Setting | Description |
|---|---|
Domain | Type the domain value that is used to identify the company in Xenial Back Office. |
Services
From the Services page of the Companies editor, configure the company services:
From the Services homepage, select the service.
From the Edit service window, toggle Enabled to Yes to enable the service subscription.
Configure the service settings, if applicable. See Service Settings for definitions of the configurable settings for each service.
From the lower-right of the services form, select Done.
Service Settings
The following table identifies the configuration settings for select services.
Service | Settings |
|---|---|
Altametrics |
|
Analytics |
|
Avalara |
|
Citcon |
|
Deputy | The following credentials are used by default if credentials are not specified at the site-level:
|
Esper |
|
Food Delivery Services (DoorDash, GrubHub, Uber Eats) | Toggle on the delivery services used at the company and define the following settings:
ImportantContact the Xenial EngOps team to setup the tokens for both links. DoorDash Self-Service Integration Xenial manages integration (tokens, subscriptions, test stores) and monitors integration health in real-time via the new self-service DoorDash Developer Portal. From the DoorDash Onboarding section of the service form, directly activate sites for the DoorDash delivery platform. |
FreedomPay |
|
Loyalty | From the Loyalty Provider dropdown, select the loyalty provider to enable. Configure the settings for the loyalty provider: |
Macromatix | Specify the target FTP server credentials. The data is sent and retrieved from the server.
Select Validate to determine if the provided credentials are valid. |
NCR/Aloha Service |
The following settings are only available when Xenial Scheduled Pull is selected from the Integration Type dropdown:
|
PayPal QR Code |
|
QU POS Service |
The following settings are only available when Xenial Scheduled Pull is selected from the Integration Type dropdown:
|
Revenu Québec WEB-SRM | The Sales Recording Module (SRM) service records all financial transactions made at the POS. |
Stock On Hand | Xenial Cloud POS service supporting real-time stock level lookups across multiple sites for retail operations. |
Undefined POS |
|
Xenial Partner Relay (XPRL) | Integrator support for real-time stock level lookups across multiple sites from Xenial Cloud POS to retail operations. |
Xenial Payment Router | NoteThis service is only available at the site-level. It is not available at the company-level.
|
Yellow Dog | Use the Yellow Dog API to update product list retail items. Item orders and returns processed at the POS are sent to the Yellow Dog service to update stock levels. Credentials are encrypted per Yellow Dog requirements. General Settings
Product Configuration Settings For the following product settings, specify the default value for the product when a value is not provided by the provider:
Status/Info Reference the date/time when Yellow Dog data was last synchronized for company sites, and the status of the synchronization.
|
Data Exclusions
If a delivery provider service does not support one or more Xenial Cloud POS data keys (e.g. nutritional data, modifier collections), exclude the data keys from the delivery service configuration.
Delivery services include a Data Exclusions page where the data keys to exclude from the service are identified.
To exclude a data key collection from a delivery service:
From the left menu pane of the Edit service window, select Data Exclusions.
From the upper-right of the Data Exclusion List window, select Add Data Exclusions.
From the Add Data Exclusions window, select the data keys to exclude.
From the lower-right of the Add Data Exclusions window, select Add # Exclusions.
To exclude a custom data key from a delivery service:
From the left menu pane of the Edit service window, select Data Exclusions.
From the upper-right of the Data Exclusion List window, select Add Custom Data Exclusion from the dropdown.
In the Value field, type the data key to exclude.
From the lower-right of the Add Custom Data Exclusion window, select Add Custom Exclusion.
BK Loyalty Settings
Setting | Description |
|---|---|
Environment | From the dropdown, select the environment to use. When Custom is selected, additional fields are displayed:
|
Location Key | In the provided field, type the location key. |
Order-Source Mapping | Map POS order sources to the order source values required by the loyalty provider. |
Add Destination Mapping | Map POS order destinations to the order destination values required by the loyalty provider. |
Send all orders | When toggled Yes, receipt printing is allowed for non-Loyalty orders. |
Paytronix Settings
Setting | Description |
|---|---|
Provider Merchant ID | ID for the loyalty provider merchant. |
Username | The username for the loyalty provider service. |
Password | The password for the loyalty provider service. |
Send all orders | When toggled Yes, receipt printing is allowed for non-Loyalty orders. |
Environment | From the dropdown, select the environment to use. When Custom is selected, additional fields are displayed:
|
Validate | Select Validate to validate the provided credentials |
Punchh Settings
Setting | Description |
|---|---|
Send all orders | When toggled Yes, receipt printing is allowed for non-Loyalty orders. |
Environment | From the dropdown, select the environment to use. When Custom is selected, additional fields are displayed:
|
Xenial Loyalty Settings
Setting | Description |
|---|---|
Provider Merchant ID | ID for the loyalty provider merchant. |
Username | The username for the loyalty provider service. |
Password | The password for the loyalty provider service. |
Send all orders | When toggled Yes, receipt printing is allowed for non-Loyalty orders. |
Environment | From the dropdown, select the environment to use. When Custom is selected, additional fields are displayed:
|
Revenu Québec WEB-SRM Service
The following identifies the configuration settings for the Revenu Québec WEB-SRM service. The Sales Recording Module (SRM) service records all financial transactions made at the POS.
The POS application must be registered and certified for each operating system (OS) separately. The WEB-SRM service defines identifiers that are specific to each OS (i.e. Windows, Apple iOS, and Google Android).
WEB-SRM: General Settings
From the General page of the Revenu Québec Web-SRM form, define general and availability settings for the service:
From the General section, define the following setting:
Setting
Description
Partner Identifier
In the provided field, type the Partner Identifier provided by Revenue Québec for the company on the My Account portal.
Maximum of 128 characters. Special characters not allowed.
From the Availability Conditions section, define conditions to restrict the availability of the service to specific companies or brands. By default, the service is available to all companies.
Setting
Description
Available by
Select the preferred option:
Companies - Select to restrict the service by company.
Brands - Select to restrict the service by brand.
Condition
From the dropdown, select the desired option:
All Brands/Companies - The service is available to all brands / companies.
Including the Following - The service is only available to the selected brands / companies.
From the Included Brands/Companies section, add the brands / companies to include.
Excluding the Following - The service is NOT available to the selected brands / companies.
From the Excluded Brands/Companies section, add the brands / companies to exclude.
WEB-SRM: Apple iOS Settings
From the Apple iOS page of the Revenu Québec Web-SRM form, add Apple iOS version certification information:
From the Apple iOS section, define the following:
Setting
Description
SRS Identifier
In the provided field, type the Product Identifier provided by Revenue Québec for the SRS (Sales Recording System) on the My Account portal.
Maximum of 128 characters. Special characters not allowed.
The SRS Identifier is required if at least one (1) Version Certification is added.
From the Version Certifications section, add version certifications for the OS with the Revenu Québec Web-SRM service.
To add a version certification:
From the upper-right of the Version Certifications section, select Add Version Certification.
From the Add Version Certification window, define the following settings:
Setting
Description
POS Version
Specify the parent version of the POS application that was used for the certification.
Identifier of SRS Version
Specify the Identifier of the SRS Version that was used for the certification.
Maximum of 128 characters. Special characters not allowed.
Certification Code
The Certification Code is provided after a successful certification.
From the lower-right of the window, select Done.
WEB-SRM: Google Android
From the Google Android page of the Revenu Québec Web-SRM form, add Google Android version certification information:
From the Google Android section, define the following:
Setting
Description
SRS Identifier
In the provided field, type the Product Identifier provided by Revenue Québec for the SRS (Sales Recording System) on the My Account portal.
Maximum of 128 characters. Special characters not allowed.
The SRS Identifier is required if at least one (1) Version Certification is added.
From the Version Certifications section, add version certifications for the OS with the Revenu Québec Web-SRM service.
To add a version certification:
From the upper-right of the Version Certifications section, select Add Version Certification.
From the Add Version Certification window, define the following settings:
Setting
Description
POS Version
Specify the parent version of the POS application that was used for the certification.
Identifier of SRS Version
Specify the Identifier of the SRS Version that was used for the certification.
Maximum of 128 characters. Special characters not allowed.
Certification Code
The Certification Code is provided after a successful certification.
From the lower-right of the window, select Done.
WEB-SRM: Windows Settings
From the Windows page of the Revenu Québec Web-SRM form, add Windows version certification information:
From the Windows section, define the following:
Setting
Description
SRS Identifier
In the provided field, type the Product Identifier provided by Revenue Québec for the SRS (Sales Recording System) on the My Account portal.
Maximum of 128 characters. Special characters not allowed.
The SRS Identifier is required if at least one (1) Version Certification is added.
From the Version Certifications section, add version certifications for the OS with the Revenu Québec Web-SRM service.
To add a version certification:
From the upper-right of the Version Certifications section, select Add Version Certification.
From the Add Version Certification window, define the following settings:
Setting
Description
POS Version
Specify the parent version of the POS application that was used for the certification.
Identifier of SRS Version
Specify the Identifier of the SRS Version that was used for the certification.
Maximum of 128 characters. Special characters not allowed.
Certification Code
The Certification Code is provided after a successful certification.
From the lower-right of the window, select Done.
Identity Providers
Note
This page is only available when Enable Single Sign-On is enabled on the Admin Options page of the Companies editor.
From the Identity Providers page of the Companies editor, add identity providers for Single Sign-On (SSO) user authentication:
From the upper-right of the Identity Providers page, select Add Identity Provider.
From the Identity Providers window, define the following settings:
Setting
Description
Name
Identity provider name.
ID
Identity provider ID.
Identity Provider Type
From the dropdown, select the authentication protocol for the specified email domains.
Email Domains
Comma-delimited list of email domains that provide the identity to the Portal.
POS Authentication Only
Toggle Yes to restrict users on the exclusion list from accessing the Xenial Portal via a non-federated URL. The users are only permitted to login to the Ordering application.
(Optional) From the User Exclusion List section, select Add Users to identify users that are excluded from Single Sign-On (SSO).
From the lower-right of the Identity Provider window, select Save.
Admin Options
From the Admin Options page of the Companies editor, enable various Xenial Cloud Portal administrative options:
Option | Description |
|---|---|
Event-Based Accounting | Toggle Yes to enable event-based accounting (if applicable). Toggle Yes if the Suite Catering feature is used. Events are configured through Xenial Cloud Portal and Data Management. To create or edit an event, see Events. For information about Event Types, see Event Type. |
Enable Single Sign-On | Toggle Yes to enable Single Sign-On (SSO) for Xenial Cloud Portal users. SSO streamlines the user authentication process by enabling users to login to multiple applications with one (1) set of credentials. When enabled, the Identity Providers page is added to the Companies editor. |
Opt Out MFA | Toggle Yes to disable Multi-Factor Authentication (MFA) for users logging on to the Xenial Cloud Portal. |
Additional POS Themes | From the dropdown, select additional color themes that can be applied to POS terminal schemes. The selected themes will be available for selection from the Theme dropdown on the General page of the Terminal Scheme editor. |
Allow XKM Encryption | Toggle Yes to encrypt all Xenial Kitchen Management (XKM) data that is sent to the POS via WebSocket channels, and decrypt data that comes from the POS via HTTP. Encrypting data adds another level of security to prevent unauthorized persons from accessing the data. Toggle No to NOT encrypt Xenial Kitchen Management (XKM) data. |