Company Preferences

Cost Method

From the dropdown, select the desired method for determining the cost of inventory items on reports:

Name

Type a name for the email server to use as a reference.

SMTP Email Server

Identify the SMTP email server (e.g. SMTP.Gmail.com).

Send As Email

Type the email address from which emails are sent.

SMTP Server Port

Identify the port for the SMTP email server.

Connection Time Out (milliseconds)

Type the number of milliseconds to establish a connection before timing out (1000 milliseconds = 1 second).

SMTP Authentication Type

From the dropdown, select the type of authentication used.

Use SSL

Select this option if SSL security is used.

Domain

Identify the domain that is used after the @ symbol in the email address.

Username

Type the username for the account (if applicable).

Password

Type the password for the account (if applicable).

BCC

Type the email address for the blind copy email (if applicable).

Order Number Calculation Method

From the dropdown, select the method to use to determine order number length:

Order Number Prefix

Type the desired number to prefix each order number. The maximum prefix length is 3 digits.

Order Number Filler

Type the desired number to use as filler for order numbers (when necessary). The maximum filler length is 1 digit.

Order Source Configuration

Associate order sources with specific origins.

From the Default Order Source dropdown, select the default order source to associate with each origin listed in the Origin column.

Determine Day Part By

From the dropdown, select the method for determining the day part for an order:

Enable UDP Multicast

Toggle On if the router uses different subnets (multicast). Enable this toggle to setup an environment where the POS and Kitchen applications operate on different subnetworks.

In the Multicast IP Address field, type the multicast IP address configured for the router OR type the IP multicast address range.

Sync POS Data

From the dropdown, select the desired option for the synchronization of data between POS terminals. Selective data synchronization optimizes application performance.

Make Camera Default Scanning Device

Toggle On to automatically launch the integrated camera for supported functions and item scanning.

Feature List

Toggle On the desired features to allow the cashier to use an integrated camera with that feature.

Capture Bag ID on Drawer Start

Toggle On to enable the user to manually input a bag ID at the start of each drawer session.

Associating a bag ID with a drawer session enables the site to track:

Blind Drawer Counts

When toggled On, the drawer session sales total is NOT displayed to the employee when they close a drawer and perform a drawer count. The expected drawer amount is only displayed after the employee enters their manual count.

Force Recount on Significant Variance

When toggled On, employees are forced to recount a drawer if the variance between the expected amount and the actual amount exceeds a specified value.

When toggled On, define one or both of the following values:

This feature allows for error correction without exposing the variance to the employee who counts the drawer.

If the variance exceeds the specified value or percentage after the employee performs a recount, the employee is not prompted to recount the drawer a third time.

Cash Threshold

Type the maximum currency amount a drawer can contain before the cashier is prompted to perform a Cash Pull transaction.

To allow an unlimited amount and NOT prompt for a Cash Pull, type 0.

Kitchen URL

Type the URL for the kitchen API.

Send Orders to Kitchen Video

From the dropdown, select the desired method for sending orders to the kitchen application:

Send Orders to Kitchen Printer

From the dropdown, select the desired method for sending orders to the kitchen printer:

Kitchen Lead Time for Future Orders (seconds)

Type the number of seconds before the defined Pickup Date/Time to send a future order to the kitchen.

Allow Gift Card Cash Out

Allow customers to redeem the remaining balance on their gift card for cash.

In the Maximum Cash Out Amount field, type the maximum currency amount to allow for Gift Card Cash Outs.

Modify Items After Adding

Select this option if order items are expected to be modified. The order taker is automatically prompted to select modifiers and/or fulfill bundle components after adding an item to an order.

Advance on Component Fulfillment

Select this option to enable the following feature for bundled products (combo meals):

After the order taker fulfills a bundle component, automatically display the next component. This eliminates the need to select the menu tab for the next bundle component.

Apply Automatic Discounts

Enable automatic discounts.

An automatic discount is automatically applied to orders that meet the criteria defined for the discount. The discount is not manually applied by the cashier.

Automatic discounts are applied when:

Order Tendering Workflow

From the dropdown, select the desired workflow for tendering orders:

Combine Like Items

Combine identical order items on the order item listbox. This feature conserves space and makes the order easier to read.

When order items are combined, the quantity displayed next to the item name is updated accordingly.

Display Terminal Identification

From the dropdown, select the terminal identification information to display in the screen header of the ordering terminals.

Display Tax Exempt Prompt

Prompt the cashier to capture the customer's tax exempt ID when tendering a tax exempt order.

Log Payments

Collect all payment module messages.

These messages can be sent to an employee via the Mail Payment Log function, which is available on the Functions menu of the Ordering application.

The messages are sent from the email address that was used to access the Xenial Portal.

Notification Polling Rate

Type the desired interval (in milliseconds) at which to poll the Amazon Simple Queue Service (SQS) queue (1000 milliseconds = 1 second).

SQS is used to send messages via web service applications.

Allow Multiple Tills

Allow for the assignment of more than one drawer session to a cashier at the same time. The cashier will have the ability to transact sales on multiple tills on different terminals.

This feature is only available in Employee Banking Mode. Configure the Banking Mode for a terminal scheme from the Drawers tab of the Terminal Scheme editor.

Allow Drawer Floating

Allow cashier to move (float) their physical cash drawer from one terminal to another.

Enable Partial Payments

Allow cashiers to save and suspend orders with applied partial payments.

This enables cashiers to finalize a partially paid order at a later time and process other orders in the meantime.

Voiding

Select the events that cause items to be Voided rather than Canceled when the items are removed from an order.

Reason Capture

Select the transactions that require the cashier to select a reason code. The selected reason code explains why the cashier performed the transaction.

Print Kitchen Void Slips

Automatically print a kitchen slip when a cashier voids an order.

Prompt Another Item on Manual Entry

Prompt the cashier to enter another product barcode (PLU) after the successful manual entry of a product barcode (PLU).

Prompt for table on new order

Require the cashier to select a table when entering a new order.

Prompt Sign-in

Prompt the cashier to sign in after each completed transaction.

This feature provides extra security to ensure the Ordering application is not accessed by unauthorized users.

Enable Saving Empty Orders

Allow the cashier to Save orders that do not contain any items. This feature is useful in a drive-thru environment.

Prompt for Order Information on Order Park

Require the order taker to capture customer details when the status of an order is changed to Parked.

To define the customer details the order taker must capture:

Limit Order Transfer To

Select the employee jobs that are eligible for order transfers. To select all the listed jobs, select Select All.

When the user at the POS transfers an order, an employee list opens enabling the user to select the recipient of the order transfer.

The employees included on this list are determined by the Limit Order Transfer To selections.

Enforce On Clock In

Require manager approval if an employee attempts to clock in before or after their scheduled shift begins.

Clock In Grace Period (minutes)

Type the number of minutes an employee may clock in before or after their scheduled shift begins without manager approval.

Enforce On Clock Out

Require manager approval if an employee attempts to clock out before or after their scheduled shift ends.

Clock Out Grace Period (minutes)

Type the number of minutes an employee may clock out before or after their scheduled shift ends without manager approval.

Allow Custom Language

Toggle On to customize the translation of the Ordering application system strings.

Custom Language Prefix

Type the prefix to append to the locale setting for third-party translation services.

Thousands Separator

From the dropdown, select the symbol to separate thousands.

Decimal Separator

From the dropdown, select the symbol to separate decimals.

Negatives

From the dropdown, select the format to indicate negative numbers.

Default Currency

From the dropdown, select the type of currency that is used in the region by default.

Enable Multi Currency Usage

Toggle On to enable the use of more than one currency type at the POS application.

For example, a merchant may choose to accept Mexican Pesos and American Dollars as payment to tender orders.

Rounding Method

From the dropdown, select the desired value:

Print Tax Detail

Toggle On to print the name of each applied tax rate on a separate line of the customer receipt.

This feature only applies to Fixed Rate taxes. Fixed Amount taxes are not affected.

Toggle Include Tax Rate to On to print the applied tax rate next to the tax rate name.

Print Tax Message

Toggle On to print a message on customer receipts about the taxes applied to an order.

In the Tax Message field, type the message to print on customer receipts.