Events
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Note
The Events editor is only available when Event-Based Accounting is enabled for the company by the system administrator.
Use the Events editor to create and manage user-defined calendar events that influence or affect sales and business operations at one or more sites. Examples of events include: Football Game, Banquet, Highway Construction.
Create Event
To create an event:
From the upper-right of the Events page, select Create Event.
From the upper-right of the screen, select Save.
Define General Settings for Event
To define general settings for an event:
From the menu pane on the left, select General.
From the General page of the event record, define the following:
Setting
Description
Event Name
Type the name of the event.
Description
Type a description of the event.
Event Type
From the dropdown, select the event type.
To create event types, see Event Types.
Status*
From the dropdown, select the current status of the event: Pending, Open, or Closed.
*When subscribed to Xenial Venu Inventory, status options are limited by the stand worksheet status.
Event Date
Select the calendar icon to select the date when the event is scheduled to occur.
Start Time
Select the clock icon to select the time of day when the event is scheduled to begin.
End Time
Select the clock icon to select the time of day when the event is scheduled to end.
*Display in SuiteSpot
Toggle Yes for access to the event from the SuiteSpot Ordering app
*Only appears when subscribed to Xenial Suite Catering.
Advanced Day Ordering (ADO)
From the Advanced Day Ordering (ADO) section of the General page, define the following:
Setting | Description |
|---|---|
Cutoff Date | Type the cutoff date for advanced day ordering -OR- select the calendar icon to select a date from a popup calendar. |
Cutoff Time | Type the cutoff time for advanced day ordering -OR- select the clock icon to select a time from a popup clock. |
Transition Cutoff Date | (Optional) Type the date to transition to the selected Transition Menu -OR- select the calendar icon to select a date from a popup calendar |
Transition Cutoff Time | (Optional) Type the time to transition to the selected Transition Menu -OR- select the clock icon to select a time from a popup clock. |
Transition Menu | From the dropdown, select the menu to transition to when the defined cutoff date/time is reached. |
Event Day Ordering (EDO)
From the Event Day Ordering (EDO) section of the General page, define the following:
Setting | Description |
|---|---|
Start Date | Type the date when EDO starts -OR- select the calendar icon to select a date from a popup calendar. |
Start Time | Type the time when EDO starts -OR- select the clock icon to select a time from a popup clock. |
End Date | Type the date when EDO ends -OR- select the calendar icon to select a date from a popup calendar |
End Time | Type the time when EDO ends -OR- select the clock icon to select a time from a popup clock. |
Define Availability Settings for Event
To define availability settings for an event:
From the menu pane on the left, select Availability.
From the Condition dropdown, select the applicable condition:
All Sites - The event is added for all sites in the company. No further steps are required.
Only the Following - The event is only added for the sites selected in the Sites section below.
Exclude the Following - The event is added for all sites in the company EXCEPT for the sites selected in the Sites section below.
The selected condition influences the necessity to select specific sites. If the Sites area is visible, continue to the next step. If it is not, continue to
From the upper-right of the Sites section, select Add Sites.
From the Site Selector, select the sites.
From the lower-right of the Site Selector, select Select Site(s).
From the upper-right of the Availability area, select Save.
Define Appearance Settings for Event
To select images to display in the SuiteSpot Ordering app for this event:
From the menu pane on the left, select Appearance.
From the Event Images section, select a SuiteSpot app display component.
From the Event Images action bar, 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.
The product image is displayed in the Preview section. Select the image to zoom in.
Note
Xenial is not responsible for any copyright violations.
From the lower-right of the Edit Event Image window, select Save.
Edit Event
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To edit an event:
From the list of events on the Events page, locate the event.
From the right of the event, select the 3-dot menu.
From the 3-dot menu, select the desired option. The available options are determined by the current status of the event.
Option
Description
Edit
Edit the settings of the event.
Open Event
Change the status of a Pending event to Open.
Close Event
Change the status of an Open event to Closed.
View
View the event details.
Delete
Delete the event.