Company Settings

Xenial Cloud Portal → Settings and Tools → Company Settings

Use the Company Settings editor to:

Setup the Company Profile.
Setup Product Subscriptions.
Setup Service Subscriptions.

Setup the Company Profile

To setup the company profile:

From the left menu pane of Company Settings, select General.

From the General page, define the following 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.

Setup Product Subscriptions

To setup product subscriptions for the company:

From the left menu pane of Company Settings, select 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.

Setup Service Subscriptions

To setup service subscriptions for the company:

From the left menu pane of Company Settings, select 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.

Service Settings

The following table identifies the configuration settings for select services.

Service	Settings
Altametrics	Application URL - Paste the Application URL. Partner ID - Type the partner identifier provided by Altametrics. Partner Key - Paste the Partner Key. Client ID - Type the client identifier provided by Altametrics. eRest Site Number - Type the identifier for eRestaurant client. Calculation Values - From the dropdown, select the set of Calculation Values that corresponds with the reporting data set. Active - Toggle Yes to enable the service.
Analytics	Business Owner Name Merchant Legal Name Merchant Name Merchant Category Code
Avalara	Contact email Contact first name Contact last name Link to Avalara Terms and Conditions Agreements - Select the check boxes to acknowledge agreement to the terms and conditions.
Citcon	Transaction URL - The authentication URL for the Citcon payment merchant.
Deputy	The following credentials are used by default if credentials are not specified at the site-level: Access API Link - Link to the service API. Access Token - Token for the service API.
Esper	Service URL - The Esper Console service link.
Food Delivery Services (DoorDash, GrubHub, Uber Eats)	Toggle on the delivery services used at the company and define the following settings: Delivery Service URL - The delivery service link for the company. This link is required by some Valued Partners. Callback URL - (Optional) The Menu Engine link for Web site validation. Order Source - From the dropdown, select the order source to associate with the delivery provider. This provides the ability to filter out orders from the provider on reports and designate specific menus for the provider. Important Contact the Xenial EngOps team to setup the tokens for both links.
FreedomPay	Environment - From the dropdown, select the environment where the service is installed. Enhanced Security Key - Type the enhanced security key provided by FreedomPay. Device Management Activation Key - Type the device management key provided by FreedomPay.
Loyalty	From the Loyalty Provider dropdown, select the loyalty provider to enable. Configure the settings for the loyalty provider: BK Loyalty Settings Givex Settings Paytronix Settings Punchh Settings Xenial Loyalty Settings
Macromatix	Specify the target FTP server credentials. The data is sent and retrieved from the server. Host - The host name of the FTP server. Username - The username to access the FTP server. Password - The password to access the FTP server. Port - The port number of the FTP server. Directory - The root folder route of the FTP server. Select Validate to determine if the provided credentials are valid.
PayPal QR Code	Connect Merchant to PayPal - Connect and link to PayPal. Environment - From the dropdown, select the type of environment where the service is run. Polling Timeout (s) - Specify the number of seconds to keep a request open before timing out. The minimum is 30. Polling Interval (ms) - Specify the number of milliseconds to wait between requests to the payment service. The minimum is 1500. Enable Tips - Toggle on to allow guests to add tips. Define the custom tip percentages to provide to the guest.
Xenial Payment Router	Note This service is only available at the site-level. It is not available at the company-level. Environment - From the dropdown, select the type of environment where the service is run. Merchant Name Merchant Site ID Apple Pay Merchant ID Google Pay Merchant ID Merchant Key Web Checkout Key

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: In the Custom Merchant URL field, type the custom merchant URL.
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.

Givex 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: In the Custom Merchant URL field, type the custom merchant URL. From the Mapping Style, select the desired environment for mapping.

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: In the Custom Merchant URL field, type the custom merchant URL. From the Mapping Style, select the desired environment for mapping.
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: In the Custom Merchant URL field, type the custom merchant URL. In the Custom Data Sync URL field, type the custom Data Sync URL.

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:

In the Custom Merchant URL field, type the custom merchant URL.
In the Custom Data Sync URL field, type the custom Data Sync URL.

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: In the Custom Merchant URL field, type the custom merchant URL.

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