Create an Order Destination

When a customer order is entered using the Ordering application, the order taker selects an order destination for the order from a provided list.

Examples of order destinations include: Dine In, Carry Out, and Drive Thru.

To create an order destination:

  1. From the Xenial Portal, select Data Management.

  2. From the Ordering Settings menu, select Settings.

  3. Select Order Destination.

  4. Select New Order Destination.

  5. Configure the record as needed.

Define General Settings about an Order Destination

Note

Fields with a red asterisk are required.

To define general settings about an order destination:

Xenial Portal Data Management Ordering Settings Settings Order Destination

  1. Open the General page of the order destination record.

  2. In the Name field, type the name of the order destination.

  3. In the  Short Name field, type an abbreviated name for the order destination.

    • This name is used to identify the order destination in the order ticket header on kitchen displays.

  4. In the ID field, type an identification number or name for the order destination.

  5. In the External ID field, type an alphanumeric value to identify the order destination record when data is prepared for export to third-party accounting and data warehouse solutions.

  6. Set the Active toggle to Active if the order destination is available for selection at the site.

    • Multi-site users: Select the globe icon located to the right of the field to define values for each site.

  7. From the Segment Name dropdown, select the name to identify order segments on the order entry listbox. Available segment names: Bag, Seat, and Tray

    • Order segments are used to identify and separate the order items for each customer when several customers are added to the same order.

  8. From the Guest Count Calculation Method By Segment dropdown, select the desired option for determining the guest count for an order:

    • By Segment - (default) Increase the Guest Count by one (1) for each order segment added to the order.

    • By Product - Determine the Guest Count based on the Guest Count value defined for each product on the order. The Guest Count is defined for a product on the Ordering Options page of the product record.

  9. Select the Background Color field to choose a background color for the order destination label on the order item listbox.

  10. Select the Text Color field to choose a text color for the order destination label on the order item listbox.

  11. From the Consumption Type dropdown, identify where the customer consumes the order: On Premises or Off Premises

  12. Set the Default Taxable Destination toggle to On to identify the order destination as the default taxable destination.

Define Customer Detail Requirements for an Order Destination

Some order destinations require the order taker to capture details about the customer. For example, the order taker captures the customer's address when the order destination is Delivery.

To define the customer details the order taker must capture for an order destination:

Xenial Portal Data Management Ordering Settings Settings Order Destination

  1. From the pane on the left of the order destination record, select Order Information.

  2. Locate the Order Information section.

  3. For each item listed in the Customer/Order Information column, select the desired option:

    • No Prompt - Do not prompt the order taker to capture this information.

    • Optional - Provide the option to capture this information.

    • Required - Require the order taker to capture this information to complete the order.

Note

These settings also determine the sections to include on the Order Information screen of the Ordering application.

For example, if the Vehicle Type setting is set to No Prompt for the Delivery order destination, then the Vehicle section is not included on the Order Information screen for Delivery orders.

Define Customer Details Requirements Based on Time Period

Some order destinations require the order taker to capture details about the customer during particular time periods.

To define the customer details the order taker must capture:

Xenial Portal Data Management Ordering Settings Settings Order Destination

  1. From the pane on the left of the order destination record, select Order Information.

  2. Locate the Time Based Customer Fields section.

  3. Select the time period to configure.

  4. Select Edit. A window opens that identifies the order destination and the selected time period.

  5. Set the Use default set toggle to Off.

  6. For each item listed in the Customer/Order Information column, select the desired option:

    • No Prompt - Do not prompt the order taker to capture this information.

    • Optional - Provide the option to capture this information.

    • Required - Require the order taker to capture this information to complete the order.

  7. Select Done.