Company Settings
→ →
Use the Company Settings editor to:
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.
Note
See Online Ordering Settings for instructions on how to configure the Online Ordering service.
Messaging
When the Messaging product subscription is enabled, define the following settings:
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. |
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 describes the configuration settings for each service.
Service | Settings |
|---|---|
Analytics |
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Avalara |
|
Citcon |
|
Deputy |
These credentials are used by default if credentials are not specified at the site-level. |
Esper |
|
Food Delivery Service | 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. |
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. |
PayPal QR Code |
|
Xenial Payment Router | NoteThis service is only available at the site-level. It is not available at the company-level.
|
Data Exclusions
If a delivery provider service does not support one or more Xenial Ordering 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. |
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. |
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 |
|---|---|
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. |
Environment | From the dropdown, select the environment to use. When Custom is selected, additional fields are displayed:
|