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Xenial Product Documentation

Company Preferences

Xenial Cloud Portal 4-Dot Menu Data Management Ordering Settings Settings Preferences

To define the default Ordering application settings for the company:

  1. From the Preferences homepage, select Set company defaults.

  2. From the Default Company Preferences page, define the settings in the following sections:

    Section

    Description

    Back Office

    Define Xenial Cloud Inventory settings (if applicable).

    Email Server Settings

    Select an email server configuration.

    General

    Define general Ordering application settings including the Starting Drawer Amount and EOD settings.

    Health Services

    Define system application log levels.

    Liability Items

    Define settings for liability items, such as gift cards.

    Liability item sales are registered when guests redeem the liability items to purchase products.

    Loyalty

    Define customer loyalty program settings.

    Notification Service

    Identify the channel that is used by the Data Notification Service.

    Ordering Application

    This section consists of a number of subsections that include settings for various aspects of the Ordering application.

    Payments

    Define settings related to Store and Forward (SAF) offline transaction processing.

    Regional Settings

    Define number formatting and currency settings for the respective region.

    Reporting

    Define Ordering application reporting settings.

    Seating

    Manage the list of alert delivery methods that are available for the selection at the POS in a Table Service environment.

    Tax

    Define rounding and print settings for applied tax at the POS.

    Tips and Gratuity

    Define customer tip and gratuity settings.

    Xenial Vision

    Define settings for the drive-thru service Xenial Vision.

    The Xenial Vision section is only available to users with an active subscription to Xenial Vision.

  3. From the upper-right of the Default Company Preferences page, select Apply to apply the defined settings.

Note

To define unique settings for one or more specific sites, see Site Preferences. The settings defined for specific sites override the default company settings.

Back Office

The Back Office section consists of the following subsections. Select a section name to access its respective settings.

Inventory Cost

From the Back OfficeInventory Cost section, define the following:

Setting

Description

Costing Method

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

  • Last Purchase Cost - The cost at which the items were last purchased.

  • Moving Average - The average item cost based on historical transactions.

Cost Precision

From the dropdown, select the number of decimal places to use when calculating inventory item cost values in the Xenial Venues Inventory (XVI) application.

To apply the Precision setting defined for the Currency Scheme, select Use Currency Scheme.

Inventory Order

From the Back OfficeInventory Order section, define the following:

Setting

Description

Item List View Setting

From the dropdown, select the desired view for the item list on an Inventory Order:

  • Alphabetical List View - Sort items alphabetically.

  • Category View - Sort items by their respective assigned category.

Inventory Quantity

From the Back OfficeInventory Quantity section, define the following:

Setting

Description

Quantity Precision

From the dropdown, select the number of decimal places to use when calculating inventory quantity values in the Xenial Venues Inventory (XVI) application.

Inventory Stand Worksheet

From the Back OfficeInventory Stand Worksheet section, define the following settings for the Stand Worksheet that is used with the Xenial Venues Inventory (XVI) application:

Setting

Description

Physical/Terminal Difference Threshold

Type a percentage-based threshold in regards to the allowable Physical/Terminal variance values.

When the Physical/Terminal variance values exceed this threshold, a warning is displayed and the user is prevented from closing the Inventory Stand Worksheet.

Cash/Terminal Difference Threshold

Type a percentage-based threshold in regards to the allowable Cash/Terminal variance values.

When the Cash/Terminal variance values exceed this threshold, a warning is displayed and the user is prevented from closing the Inventory Stand Worksheet.

Receipt/Physical Difference Threshold

Type a percentage-based threshold in regards to the allowable Receipt/Physical variance values.

When the Receipt/Physical variance values exceed this threshold, a warning is displayed and the user is prevented from closing the Inventory Stand Worksheet.

Note

Percentage-based thresholds only accept a maximum of two (2) decimal values.

Determine if Opening Stand Worksheets print Begin Count data for the following:

Setting

Description

Concessions

Toggle on/off

Premiums

Toggle on/off

Suites

Toggle on/off

Other

Toggle on/off

Determine whether to add Post Closure data to the stand worksheet formula:

Setting

Description

Post Closure

Toggle on/off

Note

Reports may take up to 30-minutes to reflect changes.

Inventory Transfer

From the Back OfficeInventory Transfer section, define the following:

Setting

Description

Item List View Setting

From the dropdown, select the desired view for the item list on an Inventory Transfer:

  • Alphabetical List View - Sort items alphabetically.

  • Category View - Sort items by their respective assigned category.

Email Server Settings

From the Email Server Settings section, select an email server configuration.

From the Use Default Email Server dropdown, select the applicable option:

Option

Description

Default

Use the default email server configuration.

Custom

Define a custom email server configuration.

When Custom is selected, the following additional settings are displayed:

Simple Email Settings

Setting

Description

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.

Advanced Email Settings

Setting

Description

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).

General

From the General section, define general Ordering application settings:

Setting

Description

Money Precision

From the dropdown, select the number of decimal places to use when displaying currency values.

Rounding Method

From the dropdown, select the desired method for rounding numbers:

  • Up - Round up to the specified number of decimal places.

  • Down - Round down to the specified number of decimal places.

  • Nearest - Round to the nearest whole number.

Default Item Type

From the dropdown, select the item type that is sold at company sites by default.

Default Weight Format

From the dropdown, select the default weight format to use when a cashier weighs a product.

Starting Drawer Amount

Configure the currency amount to start each drawer session:

  • Toggle Include in Counts to On to include the Starting Drawer Amount in currency counts and currency total calculations. The Starting Drawer Amount is displayed on the Count Drawer - Variance screen.

  • In the Starting Amount field, type the currency amount that is used to start each drawer session.

NTP Server

From the dropdown, select the NTP server that the company uses to synchronize clocks between computer systems over data networks.

Order Purge

In the Hours field, type the number of hours to retain committed orders before purging them from the terminals to avoid system overload.

Order Rules

See Order Rules below.

User PIN Length

Select PIN Length Limitations Option to enforce minimum and maximum character length limitations on employee PINs.

When this option is selected, the following fields are displayed:

  • PIN Length Min Value - Minimum number of digits for employee PINs. The default is 4.

  • PIN Length Max Value - Maximum number of characters for employee PINs. The default is 8.

Order Rules

The following describes the settings in the Order Rules subsection of the General section of Preferences.

Setting

Description

Order Number Calculation Method

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

  • Order Number Length - All order numbers have the same length.

    • Order Number Maximum Length - Type the maximum order number length in digits.

  • Sequence Number Length - The length of the order number depends on the Terminal Number. This method assures that an order number is never duplicated across terminals.

    • Sequence Number Maximum Length - Type the maximum length of the sequence number to append to the terminal number.

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:

  • Order Created - The order is assigned to the day part when the order was created.

  • Order Closed - The order is assigned to the day part when the order was closed.

Health Services

From the Health Services section, define system application log levels:

Setting

Description

POS Log Severity Threshold

From the dropdown, select the minimum severity of logs to generate for POS troubleshooting purposes.

By default, the Ordering application logs every action and sends all logs to the cloud. Most of the messages record routine events, which may or may not be useful to the individuals diagnosing issues.

Limiting the number of log files sent to the cloud also lengthens the life of device batteries and improves the performance speed of the application.

POS Keep Local Logs (Days)

Type the number of days to store Ordering application log files on the local device.

  • Valid values: 0-3

  • The default is 3.

XKM Log Severity Threshold

From the dropdown, select the minimum severity of logs to generate for Kitchen troubleshooting purposes.

By default, the XKM application logs every action and sends all logs to the cloud. Most of the messages record routine events, which may or may not be useful to the individuals diagnosing issues.

Limiting the number of log files sent to the cloud also lengthens the life of device batteries and improves the performance speed of the application.

Set this setting to Debug to diagnose issues with the XKM application.

XKM Keep Local Logs (Days)

Type the number of days to store XKM application log files on the local device.

  • Valid values: 0-3

  • The default is 3.

Liability Items

Liability item sales are registered when guests redeem the liability items to purchase products.

From the Liability ItemsGift Cards section, define settings related to liability item sales:

Setting

Description

Enable Gift Cards

Toggle Yes to enable gift card functionality at the Ordering application and access the gift card configuration settings.

Toggle No to disable gift card functionality.

Enforce Min/Max Activation Amount

Toggle Yes to enforce the defined minimum and maximum currency amounts for gift card activations.

When toggled Yes, the following fields are displayed:

  • Min Activation Amount - Type the minimum currency amount that is required to Activate or Add Value to a gift card.

  • Max Activation Amount - Type the maximum currency amount that is allowed to Activate or Add Value to a gift card.

Allow Adding Funds

Toggle Yes to allow guests to Add Value to a gift card.

When toggled Yes, the following fields are displayed:

  • Gift Card Number for Reloads - Type the gift card number to use for Reload transactions.

  • Activate Inactive Gift Card On Add Funds - Toggle Yes to automatically activate an inactive gift card when funds are added to the card.

  • Add Funds To Already Active Gift Card On Activate - Toggle Yes to automatically add the specified funds to an already active gift card if the cashier attempts to Activate the card.

Allow Camera For QR Code Scanning

Toggle Yes to allow a device-integrated camera to scan the QR code of gift cards.

When toggled Yes, the following fields are displayed:

  • Make Camera Default Scanning Device - Toggle Yes to designate the device-integrated camera as the default scanning device.

Default Payment Type

From the dropdown, select the applicable payment type to associate with gift cards.

This information is used by the application to contact the gateway to verify funds.

Use Remaining Balance on Insufficient Funds

Toggle Yes to automatically apply the remaining gift card balance to the order total when the remaining balance is insufficient to satisfy the entire order total.

If toggled No, the gift card balance is NOT applied to the order total if the balance is insufficient to satisfy the entire order total.

Enable Gift Card Processing Through Xenial

Toggle Yes to enable all the gift card payment processors supported by Xenial.

Bulk Gift Card Activation

Xenial Cloud Portal Data Management Ordering Settings Settings Preferences

From the Liability ItemsGift Cards section of the Preferences editor, enable and configure bulk gift card activation:

  1. Toggle Allow Bulk Activation to Yes.

  2. From the Bulk Activation section, define the following settings:

    Setting

    Description

    Allow Bulk Activation by Card Range

    The cashier selects a gift card currency amount and then swipes/scans a starting card number and an ending card number.

    A gift card is added for the beginning number, ending number and every number in between.

    This methodology is useful when managing sequential card numbers.

    Toggle Sequential Card Range to Yes to enforce sequential card number ranges. Toggle No to allow non-sequential card number ranges.

    Allow Bulk Activation of Individually Added Cards

    The cashier selects a gift card currency amount and then swipes/scans each individual card.

    This methodology is useful when managing sequential card numbers is not practical.

    Bulk Activate Amount Shortcuts

    (Optional) Define quick currency amount selections for gift cards.

    The cashier selects an amount shortcut for quicker speed of service.

    1. Select an Amount setting.

    2. Select Edit.

    3. In the Amount field, type the currency amount.

    4. Select Done.

    Note

    At least one (1) of the following settings must be toggled Yes:

    • Allow Bulk Activation by Card Range

    • Allow Bulk Activation of Individually Added Cards

Loyalty

From the Loyalty section, define customer loyalty program settings. The Loyalty section consists of the following subsections:

Section

Description

Cashier Loyalty Prompts

Configure an optional prompt for the cashier to ask the guest about their loyalty membership.

Cashier Offer Prompts

Configure an optional prompt for the guest that lists the currently applicable loyalty offers.

Customer Identification Methods

Select the methods a cashier can use to identify a loyalty guest at the Ordering application.

General Loyalty Settings

Configure general loyalty program settings, including the default discounts used for loyalty.

Loyalty Customer Lookup Prompt

Enable the guest to enter/scan their loyalty ID on the payment device when the cashier opens the Customer Lookup screen.

Offer Columns

Define the sequence of the columns on the loyalty offers table, and the content each column contains.

Offer Sorting Priority

Add and prioritize the methods by which offers can be sorted (e.g. Expiration Date, Offer Name).

Offer View

Enable the desired sections for the loyalty offer view.

General Loyalty Settings

From the Loyalty → General Loyalty Settings section, define the following settings:

Section

Description

Allow Coupons and Loyalty

Toggle On to allow the user to apply both coupons and loyalty rewards to the same order at the POS.

If this setting is toggled Off, then coupons and loyalty rewards cannot be applied to the same order.

Default Item Discount

From the dropdown, select the default item-level discount for loyalty transactions.

Default Order Discount

From the dropdown, select the default order-level discount for loyalty transactions.

Reverse on Refund

Toggle On to reverse all offers and/or rewards that were redeemed on the loyalty account when the associated transaction is refunded.

Redeemable Per Order

Type the maximum number of rewards that the user can redeem on an individual transaction.

Set the value to zero (0) to not enforce a limit.

Customer Identification Methods

From the Loyalty → Customer Identification Methods section, select the methods a cashier can use to identify a loyalty guest at the POS:

  1. Select Add Methods.

  2. From the Choose Customer Identification Methods window, select the identification methods.

  3. Select Add Method(s). The selected methods are listed in the Customer Identification Methods section.

Configure the selected identification methods:

  • Toggle Allows Redemption to Yes if the guest is allowed to redeem stored value funds on the account when this identification method is used.

  • To set a default ID method: On the row of the method, select the 3-dot menu, and then select Make Default from the dropdown.

  • To remove an ID method from the list: On the row of the method, select the 3-dot menu, and then select Remove from the dropdown.

Loyalty Customer Lookup Prompt

From the Loyalty → Loyalty Customer Lookup Prompt section, define the following settings:

Section

Description

ID Prompt On Payment Device

Toggle On to provide the guest with a method to enter/scan their loyalty ID from the payment device when the cashier opens the customer lookup screen.

Cashier Loyalty Prompts

From the Loyalty → Cashier Loyalty Prompts section, define the following settings:

Section

Description

Enable Loyalty Prompts

Toggle On to prompt the cashier to ask the guest about their loyalty membership if one is not already added to the order.

Prompt Trigger

From the dropdown, select the stage of the ordering process at which to trigger the loyalty prompt:

  • On Total

  • On Start of New Order

  • On Order Save

Prompt Text

Type the message to include in the loyalty prompt. The default message is: "Do you have a loyalty account with us?".

Cashier Offer Prompts

From the Loyalty → Cashier Offer Prompts section, define the following settings:

Section

Description

Enable Offer Prompts

Toggle On to prompt the guest with the list of offers that they are currently eligible to receive.

Tender Screen Prompt

Define when the offers prompt is displayed:

  • Prompt only if new rewards qualify

  • Prompt every time

Prompt Text

Type the message to include in the offers prompt. The default message is: "You have available offers, would you like to redeem them?"

Offer View

From the Loyalty → Offer View section, enable one or more of the following sections on the loyalty profile:

Section

Description

Applicable Section

Toggle On to enable the Applicable section in the loyalty offers list.

The Applicable section lists offers that meet the following criteria:

  • The customer qualifies for the offer.

  • The offer is not calculated by the client.

Promoted Section

Toggle On to enable the Promoted section in the loyalty offers list.

The Promoted section lists offers that are identified as "promoted".

Offer Sorting Priority

From the Loyalty → Offer Sorting Priority section, add sorting keys to the loyalty offers list and define the priority level for each key. The sorting keys determine how the items on the offers list are sorted.

  1. From the upper-right of the Offer Sorting Priority section, select Add Sort Key.

  2. From the Add Sort Key window, select the desired sorting keys.

    Sort Key

    Description

    Applicability

    Sort the offers by their respective applicability to the guest, where the applicable offers are listed first.

    Expiration Date

    Sort the offers by their respective expiration date, where the offers that are going to expire soonest are listed first.

    Offer Name

    Sort the offers by their name in alphabetical order (A-Z).

    Points Required

    Sort the offers based on the respective number of points that are required before they are applicable.

    From the dropdown, select the desired sorting option: Ascending or Descending.

  3. From the lower-right of the window, select Add Sort Keys.

To sort the sorting keys:

Select and drag the control to the left of each key to sort them by highest-to-lowest priority (where the key at the top of the list has the highest priority).

Offer Columns

From the Loyalty → Offer Columns section, define the order and the content of columns in the offers table.

  1. From the upper-right of the Offer Columns section, select Add Column.

  2. From the Add Column window, select the desired columns.

    Column

    Description

    Expiration Date

    Specifies the expiration date for the offer.

    Offer Name

    Specifies the offer name.

    Points Required

    Specifies the number of points that are required before the offer is applicable.

    Promoted Reward Type

    Specifies the type of reward associated with the offer.

  3. From the lower-right of the window, select Add Columns.

To sort the columns:

Select and drag the control to the left of each column to sort them by highest-to-lowest priority (where the column at the top of the list has the highest priority).

Notification Service

From the Notification Service section, identify the channel that is used by the Data Notification Service:

Setting

Description

Notification Channel

From the dropdown, select the desired notification delivery option:

  • Email - Notifications are delivered via email.

  • SMS - Notifications are delivered via a Short Message Service or "text message".

  • Push - Notifications are delivered via push notification (a popup message on a mobile device).

Delayed Delivery Wait

Type the number of minutes the notification service should wait before sending delayed delivery notifications. The default is 10.

Ordering Application

The Ordering Application section consists of the following subsections. Select a section name to access its respective settings:

Section

Description

Access

Employee login and time clock settings.

Advanced Settings

DataSync and UDP multicast settings.

Camera Settings

POS camera settings for item scanning.

Company Logo

Customize the Ordering application logo.

Drawer

Cash drawer settings.

End of Day

End of Day (EOD) settings.

Kitchen Settings

Settings related to Xenial Kitchen Management (XKM) settings.

Order History Settings

Settings for the Order History screen of the Ordering application.

Ordering

Settings related to Ordering application procedures.

POS Screensaver

Settings related to the screensaver for the Xenial Cloud POS terminals.

Printing

Customer receipt printing settings.

Time and Attendance

Define how employee schedules and attendance rules are enforced.

Workflows

Select Ordering application workflows.

Access

From the Ordering ApplicationAccess section, define the following settings:

Setting

Description

Auto Logoff

Automatically log off the user from the terminal after a specified amount of time of inactivity.

  • In the Logoff Timeout (seconds) field, type the number of seconds of inactivity that must pass before a user is automatically logged off.

  • From the With Open Order dropdown, select the desired option:

    Option

    Description

    Suspend Order and Log Out

    (default) If an order is open when the Logoff Timeout value expires, the order is suspended and the user is logged off.

    Do not Log Out

    If an order is open when the Logoff Timeout value expires, the user is NOT logged off.

Sign-in Method

From the dropdown, select the desired method for signing in to the Ordering application:

Method

Description

Combo

Type the User ID and PIN on the same screen.

Complex

Type the User ID on the first screen, and the PIN on the second screen.

User ID Only

A PIN is NOT required. Type the User ID only to sign-in to all POS authentication screens, including approval popups. The User ID is masked.

Use Biometrics

Select this option if a biometric fingerprint reader device is used at the site to grant users access to the POS application.

When this option is selected, the following fields are displayed:

Field

Description

Biometrics License Agreement

In the provided field, type the license agreement to display to the user. The user at the POS must accept the terms of this agreement to use biometrics.

Use the provided controls to format the text as needed.

Maximum Fingerprints Stored

Specify the number of fingerprints that each user is required to save to the system.

Prompt Table Number/Name

From the dropdown, select the type of prompt to display with each order:

Type

Description

None

Do not prompt for a table number or a customer name.

Name

Prompt for a customer name.

Number

Prompt for a table number.

Employee Password Expires

Define an expiration period for passwords used to access the Ordering application.

In the Expiration Period (days) field, type the number of days a password remains valid before the employee is required to change it. The maximum value is 999.

Time Clock Enabled

Select this option if clock in/out functionality is used to track employee shifts and the number of hours worked.

Select the desired time clock options:

Option

Description

Enable Time Clock For Salaried Employees

Enable the Clock In/Out function for salaried employees.

Enable Breaks

Enable the Break In/Out function for employees. Select the desired options:

  • Select Break Type - Require employees to select a break type on break out.

  • Prevent Early Break End - Prohibit returning from break before the allotted time.

  • Prevent Break Out with Open Orders - Prohibit breaks when the employee is assigned to any open orders.

  • Print Chit on Break Start - Print break out details at the start of a break.

  • Print Chit on Break End - Print break in details at the end of a break.

Auto Clock Out on EOD

From the dropdown, select a clock out option when End of Day is processed:

  • None - (Default) Do not automatically clock out any employees.

  • Clock Out all Employees during EOD - Automatically clock out all employees.

Prevent Clock Out with Open Drawers

Prohibit clocking out if the employee is assigned to an open drawer.

Prevent Clock Out with Open Orders

Prohibit clocking out if the employee is assigned to any open orders.

Print Chit on Clock In

Print clock in details when an employee clocks in.

Print Chit on No Sale

Print a chit when a No Sale is performed.

The printed chit includes the date/time, Register ID, Drawer ID, employee name, and the amount of time the physical drawer remained open.

Enable Floor Plans

Enable the use of the table service floor plan feature.

Enable Bar Tabs

Enable the order taker to open bar tabs for customers.

In the Pre-Auth Amount field, type the currency amount to preauthorize a credit card when opening a bar tab.

Bar Tab Display Name

Type a label to display on the button that is used to start a new bar tab. The default display name is Bar Tab.

Restrict Updates to Split Orders After Elapsed Time

Prohibit the user from modifying items and performing actions on a split order after a certain amount of time has elapsed.

Prohibited Item Actions

  • Change Price

  • Change Quantity

  • Combo

  • Comment

  • Convert

  • Detailed Info

  • Duplicate

  • Kitchen Hold

  • Move

  • Share

  • Split and Modify

Prohibited Item Manipulations

  • Add/delete modifiers or child items.

  • Change item quantities.

  • Change size variations.

  • Increase the quantity of existing items.

  • Add a new item.

  • Select a menu category.

Prohibited Order Actions

  • Gift Cards

  • Order Segments

  • Quantity

  • Split Order

  • Suspend Order

In the Elapsed Time (seconds) field, type the number of seconds to wait after an order is split before the split order restrictions are enforced. The default value is 1800.

Advanced Settings

From the Ordering ApplicationAdvanced Settings section, define the following settings:

Setting

Description

Custom DataSync Port

Toggle Off if the POS uses the default port (UDP/TCP: 12000) to sync data between the terminals.

Toggle On to specify the port the POS uses to sync data between the terminals.

In the DataSync Port field, type the port number.

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.

  • Sync All - Synchronize all data between the POS terminals.

  • Do Not Sync - Do NOT synchronize any data between the POS terminals.

  • Sync Only Selected Collections - Synchronize only selected data types between the POS terminals.

    When this option is selected, a list of data types is displayed. For each data type to include in data synchronization, toggle Available to Yes.

Purging Stale Unfinalized Orders

Toggle On to automatically delete unfinalized (e.g. saved) orders older than one (1) day during End of Day (EOD).

Camera Settings

From the Ordering ApplicationCamera Settings section, define the following settings:

Setting

Description

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.

Company Logo

From the Ordering ApplicationCompany Logo section, select the logo to display on the Ordering application.

Use Xenial Logo

From the dropdown, select Use Xenial Logo to display the Xenial logo on the Ordering application.

The Image URL field contains the URL of the logo file on the S3 Bucket. This field cannot be edited.

Specified Logo

To display a custom logo on the Ordering application:

  1. From the dropdown, select Specified Logo.

  2. To the right of the dropdown, select Change.

  3. From the Source dropdown, select the desired option:

    Option

    Description

    Upload Image

    Upload an image file from the local computer or network. The maximum file size when uploading an image is 2MB.

    Select Choose File to locate and select the desired file.

    URL

    Specify the URL of the image file.

    In the Address field, type the URL or file path of the desired file.

  4. From the lower-right of the Select Logo window, select Done.

Drawer

From the Ordering ApplicationDrawer section, define the following cash drawer settings:

Setting

Description

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:

  • The bag that funded the drawer session.

  • The bag that received ending funds from the drawer session.

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.

  • The "Cash Expected" and "Variance" totals are not displayed in the Cash Over/Short section of the Drawer Audit Report.

  • By not allowing visibility to the sales totals, this loss prevention feature prevents employee theft when the actual amount in the drawer is greater than the expected amount.

  • This setting does not affect the Count Drawer - Variance screen.

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:

  • Variance Amount - Type the currency amount that triggers a recount.

    If the variance between the expected amount and the actual amount is equal to or greater than this amount, the employee is forced to perform a recount.

  • Variance Percent - Type the percentage that triggers a recount.

    If the variance between the expected amount and the actual amount is equal to or greater than this percentage, the employee is forced to perform a recount.

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.

End of Day

From the Ordering ApplicationEnd of Day section, define the following settings:

Setting

Description

End of Business Day Time

Type the time of day to run EOD.

Settle Batch During Terminal EOD

Select this option to settle the credit card batch as part of the EOD process.

One Day Ahead Of System Date

Select this option to advance the business date one day ahead of the system (calendar) date as part of the EOD process.

  • Advancing the business date ahead of the system date is valuable in environments where the business date advances during business hours. 

  • In environments where EOD is processed in the early morning hours, the default behavior is to advance the business date to equal the calendar date.

Seamless End of Business Day

Select this option to enable the Seamless EOD feature.

  • This is an optional feature that enables cashiers to continue entering orders and processing transactions without interruption when EOD is executed.

  • This feature is valuable in sites that are open 24 hours and in sites where the business date advances during business hours.

  • Select Auto Count Closed Drawers to automatically count closed drawer sessions during EOD.

Print Drawer Report on Terminal EOD

Select this option to automatically print the Drawer Report during EOD for each terminal.

Allow Running EOD with Opened Drawer

Select this option to allow the user to initiate EOD when a physical cash drawer is open.

Operations Against Committed Orders (Paid)

This setting provides the ability to automatically force Paid, Committed orders to Close before EOD is processed. This ensures that the sales for Paid, Committed orders that were not properly Closed are reported correctly.

From the dropdown, select the desired action when Paid, Committed orders are found at EOD:

  • Do Nothing - If selected, any Paid, Committed orders that are found at EOD that are not yet Closed are NOT automatically forced to close before EOD is processed.

  • Close Orders - If selected, automatically force Paid, Committed orders to Close before EOD is processed.

    In the Timeout for Paid Committed Orders (Seconds) field, type the number of seconds that must pass after the order's Pick-up Time before the order is eligible to be Closed automatically at EOD.

Kitchen Settings

From the Ordering ApplicationKitchen Settings section, define kitchen settings for the Ordering application:

Setting

Description

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:

Method

Description

None

Do not send orders to the kitchen.

Send On Total

Send order information when the cashier selects Total or Send.

This method enables the kitchen staff to prepare the food while the guest pays for their order.

Send On Tender

Send order information after the cashier tenders the order.

This method enables the kitchen staff to prepare the food after the guest pays for their order.

Send One Behind

Send order information one item behind.

Each time the cashier adds an item to an order, the previous order item is sent to the kitchen.

This method enables the kitchen staff to prepare the food as the guest places their order.

Send On Save

Send order information when the cashier selects Total or Save.

This method enables the kitchen staff to prepare the food while the guest waits to pay for their order.

On The Fly

Send order item information to the kitchen immediately after it is added to the order at the POS by the cashier.

Send Orders to Kitchen Printer

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

Method

Description

None

Do not send orders to the kitchen.

Print On Tender

Send order information after the cashier tenders the order.

This method prints a kitchen chit after the guest pays for their order.

Print On Total / Save

Send order information when the cashier selects Total or Save.

This method prints a kitchen chit while the guest pays for their order, or while the guest waits to pay for their order.

Updated Kitchen Order Print Method

From the dropdown, identify the order details to send to the Kitchen printer when an order is updated at the POS:

Method

Description

Determine by Terminal Scheme

(Default) The method is determined by the terminal scheme assigned to the terminal.

Print All Content

Send all order details and print the entire order including order items that were previously sent to the kitchen.

Print New Content

Send only new order details and print the new items that were added to the order after the order was originally sent to the kitchen.

Print Modified Items

This option is only available when Print New Content is selected from the Updated Kitchen Order Print Method dropdown.

If this option is toggled Yes, if new child items or modifiers are added to the order, the parent items are marked as modified and resent to the kitchen.

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.

Set to 0 to send the order when the Pickup Date/Time is reached.

Custom Retry Timeout by Order Source

Orders that are not entered in the store (such as online orders) are sent to the kitchen at a designated time. If the order is not received by the kitchen, another attempt to send the order is not made by default.

Use this setting to enable retry attempts for specific order sources and define a timeout value for each order source.

Toggle Yes/No to enable/disable this setting.

When enabled, add the applicable order sources:

  1. From the Retry Timeout by Order Source section, select Add Order Sources.

  2. From the Order Sources window, select the order sources.

  3. From the Order Sources window, select Add Order Source.

  4. In the Timeout (Seconds) field for each order source, type the number of seconds to continue making attempts to send the order to the kitchen before timing out.

    Maximum timeout is 86400 seconds.

Order History Settings

From the Ordering ApplicationOrder History Settings section, configure the Order History screen of the Ordering application.

The Order History screen enables the user at the POS to search, view details, and perform actions on past orders.

To select the columns to include on the Order History screen:

  1. From the upper-right of the Order History Columns section, select Add Columns.

  2. From the Add Columns window, select the desired columns.

  3. From the lower-right of the Add Columns window, select Add # Columns.

  4. From the Order History Columns section, select and drag the control to the left of each column to sort the columns in the desired sequence.

To select the filters to include on the Order History screen:

  1. From the upper-right of the Filters section, select Add Filters.

  2. From the Add Filters window, select the desired filters.

  3. From the lower-right of the Add Filters window, select Add # Filters.

  4. From the Filters section, select and drag the control to the left of each filter to sort the filters in the desired sequence.

To copy the Order History screen settings to specific company sites:

  1. From the upper-right of the Order History Settings section, select Copy Settings to Sites.

  2. From the Site Selector, select the desired sites.

  3. From the lower-right of the Site Selector, select Select # Sites.

Ordering

From the Ordering ApplicationOrdering section, define the following settings:

Setting

Description

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.

Include Build Modifiers in Quantity

This option is related to the Quick Builds feature.

This option enables the user to match the child item quantity that is specified on the order ticket with the quantity that is specified on the cart and the kitchen display.

If this option is selected:

  • Build modifiers are included in the child item quantity that is specified on the "cart" and the kitchen display.

  • The modifier quantity is the same on the order ticket, the "cart", and the XKM display.

If this option is NOT selected:

  • Only modifiers that are manually added to the parent item are included in the quantity specified on the "cart" and the kitchen display.

  • The default build modifiers are NOT included in the quantity.

See also Modifier List - Child Item Pricing Rules.

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 Unfulfilled Discounts

Select this option to enable the user to add discounts to an order before adding the required order items. After the discount is added, the user is prompted to fulfill the requirements of the discount.

Configure this feature for specific discounts from the Rules page of the Discount List editor.

When Discount Placeholder is Selected

This setting is only available when Apply Unfulfilled Discounts is selected.

From the dropdown, select the desired behavior when the user selects the placeholder for an unfulfilled discount:

  • Display Filtered Product List

  • Generate Menu View (default behavior)

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:

  • The cashier selects Total to proceed to the Tender screen.

  • The cashier selects Send to send the order to the kitchen.

  • The cashier selects Save to save the order.

Employee Discount Lookup

From the dropdown, select the method by which cashiers locate employee records at the POS when applying employee discounts.

Order Tendering Workflow

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

  • Amount First - The cashier types the currency value, then selects the pay type.

    For example, to tender an order with $5.00 cash, the cashier types 5.00, then selects Cash.

  • Type First - The cashier selects the pay type, then types the currency value.

    For example, to tender an order with $5.00 cash, the cashier selects Cash, then types 5.00.

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.

Item Name Text Wrapping

This setting determines how product and modifier names are displayed on POS order tickets when the name does not fit on a single line.

From the dropdown, select the desired option:

  • Truncate - Only use one (1) line on the order ticket per product. If the product name does not fit on a single line, then the name is truncated with a 3-dot indicator.

  • Wrap - If the product name does not fit on a single line, then use as many lines as necessary on the order ticket to display the full product name. The app automatically scrolls to the last row of the item name.

Display Terminal Identification

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

  • Name - The terminal name (e.g. Line Buster).

  • Number - The terminal number.

  • Name and Number - (default) The terminal name and number.

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 Cloud 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

Item Void Triggering Events

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

Restrict Deletion by Tag

Toggle Yes to restrict the deletion of order items based on product tag. Manager approval is required to delete the items.

To identify the tags that require approval:

  1. From the Restrict Deletion by Tag section, select Add Tag.

  2. From the Add Tags window, select the tag(s).

Reason Capture

Require Reason to

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).

  • If the cashier dismisses the prompt, the cashier is returned to the Order Entry screen.

  • If this feature is NOT enabled, the cashier is automatically returned to the Order Entry screen 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:

  1. Locate the Order Information section.

  2. 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.

Return Availability

From the dropdown, select the applicable option:

  • Allow Returns for Orders From This Site Only - The customer may only return products that were purchased from this site.

  • Allow Returns for Orders From Other Sites - The customer may return products that were purchased from a different site.

Refund Availability

From the dropdown, select the applicable option:

  • Allow Refunds for Orders From This Site Only - The customer may only receive refunds for products that were purchased from this site.

  • Allow Refunds for Orders From Other Sites - The customer may receive refunds for products that were purchased from a different site.

Order Transfer

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.

POS Screensaver

From the Ordering Application → POS Screensaver section, define the following settings:

Setting

Description

Enable POS Screensaver

Select this option to enable the screensaver for the Xenial Cloud POS.

Screensaver Delay (minutes)

Type the number of minutes of inactivity that must pass on the terminal before playing the screensaver.

Use Xenial Logo

From the dropdown, select Use Xenial Logo to display the Xenial logo on the Ordering application.

The Image URL field contains the URL of the logo file on the S3 Bucket. This field cannot be edited.

Specified Logo

From the dropdown, select Specified Logo to display a custom logo on the Ordering application:

  1. From the dropdown, select Specified Logo.

  2. To the right of the dropdown, select Change.

  3. From the Source dropdown, select the desired option:

    • Upload Image - Upload an image file from the local computer or network. The maximum file size when uploading an image is 2MB.

      Select Choose File to locate and select the desired file

    • URL - Specify the URL of the image file.

      In the Address field, type the URL or file path of the desired file.

  4. From the lower-right of the Select Logo window, select Done.

Printing

From the Ordering ApplicationPrinting section, define settings related to guest receipt printing. The available settings are dependent on the selected receipt delivery method:

  • Always Print - Automatically print a receipt for each order.

  • No Receipt - Do NOT automatically print a receipt.

  • Prompt - Display a prompt at the POS to enable the user to choose whether or not to print a receipt.

The following describes the settings that are available for each receipt delivery method.

Tableau 1. Receipt Delivery Method: Always Print

Setting

Description

Print Declined Payment Slips

Toggle Yes to print slips for declined payment card transactions.

Toggle No to NOT print slips for declined payment card transactions.

Receipt Delivery Method

From the dropdown, select the preferred method for printing customer receipts.

In this example, select Always Print to automatically print a receipt for each order.

Print on Save

Toggle Yes to automatically print a receipt when the order is saved by the user at the POS.

Toggle No to NOT automatically print a receipt when the order is saved by the user at the POS.

Print Customer Receipts for Online Orders

Toggle Yes to automatically print guest receipts for all new online orders consumed from the SQS queue. Receipts are printed for Committed orders (Paid and Unpaid).

Toggle No to NOT automatically print a receipt for online orders.

Printer for Online Order Receipts

From the dropdown, select the printer where receipts for online orders are printed.

This field is only available when Print Customer Receipts for Online Orders is toggled Yes.

If the selected printer is not mapped to the site, a prompt is displayed providing the option to map the printer. Verify that the printer connection settings and a receipt template are configured for the site before loading the POS application on the site terminals.

Custom Retry Timeout by Receipt Type

Failed print jobs are not retried by default. Enable this setting to define custom timeout thresholds for retry attempts by receipt type.

Toggle Yes to define custom timeout thresholds for retry attempts by receipt type.

To define custom timeout thresholds:

  1. From the Retry Timeout by Receipt Type section, select Add Receipt Type.

  2. From the Add Receipt Types window, select the applicable receipt type(s).

  3. From the lower-right of the Add Receipt Types window, select Add # Receipt Types.

  4. In the Timeout (Seconds) field, type the timeout threshold (in seconds) for print job retry attempts for each receipt type.

    The maximum timeout threshold is 7200 seconds.

Note

This setting overrides any Backup Printer configuration defined for the printer.



Tableau 2. Receipt Delivery Method: No Receipt

Setting

Description

Print Declined Payment Slips

Toggle Yes to print slips for declined payment card transactions.

Toggle No to NOT print slips for declined payment card transactions.

Receipt Delivery Method

From the dropdown, select the preferred method for printing customer receipts.

In this example, select No Receipt to NOT automatically print a receipt.

Print on Save

Toggle Yes to automatically print a receipt when the order is saved by the user at the POS.

Toggle No to NOT automatically print a receipt when the order is saved by the user at the POS.

Force Printing When a Survey is Assigned

If a customer survey is generated for the order and this setting is toggled Yes, then a receipt is automatically printed regardless of the Receipt Delivery Method or the user prompt selection.

Print Customer Receipts for Online Orders

Toggle Yes to automatically print guest receipts for all new online orders consumed from the SQS queue. Receipts are printed for Committed orders (Paid and Unpaid).

Toggle No to NOT automatically print a receipt for online orders.

Printer for Online Order Receipts

From the dropdown, select the printer where receipts for online orders are printed.

This field is only available when Print Customer Receipts for Online Orders is toggled Yes.

If the selected printer is not mapped to the site, a prompt is displayed providing the option to map the printer. Verify that the printer connection settings and a receipt template are configured for the site before loading the POS application on the site terminals.

Custom Retry Timeout by Receipt Type

Failed print jobs are not retried by default. Enable this setting to define custom timeout thresholds for retry attempts by receipt type.

Toggle Yes to define custom timeout thresholds for retry attempts by receipt type.

To define custom timeout thresholds:

  1. From the Retry Timeout by Receipt Type section, select Add Receipt Type.

  2. From the Add Receipt Types window, select the applicable receipt type(s).

  3. From the lower-right of the Add Receipt Types window, select Add # Receipt Types.

  4. In the Timeout (Seconds) field, type the timeout threshold (in seconds) for print job retry attempts for each receipt type.

    The maximum timeout threshold is 7200 seconds.

Note

This setting overrides any Backup Printer configuration defined for the printer.



Tableau 3. Receipt Delivery Method: Prompt

Setting

Description

Print Declined Payment Slips

Toggle Yes to print slips for declined payment card transactions.

Toggle No to NOT print slips for declined payment card transactions.

Receipt Delivery Method

From the dropdown, select the preferred method for printing customer receipts.

In this example, select Prompt to display a prompt at the POS to enable the user to choose whether or not to print a receipt.

Print on Save

Toggle Yes to automatically print a receipt when the order is saved by the user at the POS.

Toggle No to NOT automatically print a receipt when the order is saved by the user at the POS.

Display Print Option

Toggle Yes to provide the user with the option to print a receipt.

Toggle No to NOT provide the user with the option to print a receipt.

Display Email Option

Toggle Yes to provide the user with the option to email a receipt.

Toggle No to NOT provide the user with the option to email a receipt.

Force Printing When a Survey is Assigned

If a customer survey is generated for the order and this setting is toggled Yes, then a receipt is automatically printed regardless of the Receipt Delivery Method or the user prompt selection.

Print Customer Receipts for Online Orders

Toggle Yes to automatically print guest receipts for all new online orders consumed from the SQS queue. Receipts are printed for Committed orders (Paid and Unpaid).

Toggle No to NOT automatically print a receipt for online orders.

Printer for Online Order Receipts

From the dropdown, select the printer where receipts for online orders are printed.

This field is only available when Print Customer Receipts for Online Orders is toggled Yes.

If the selected printer is not mapped to the site, a prompt is displayed providing the option to map the printer. Verify that the printer connection settings and a receipt template are configured for the site before loading the POS application on the site terminals.

Custom Retry Timeout by Receipt Type

Failed print jobs are not retried by default. Enable this setting to define custom timeout thresholds for retry attempts by receipt type.

Toggle Yes to define custom timeout thresholds for retry attempts by receipt type.

To define custom timeout thresholds:

  1. From the Retry Timeout by Receipt Type section, select Add Receipt Type.

  2. From the Add Receipt Types window, select the applicable receipt type(s).

  3. From the lower-right of the Add Receipt Types window, select Add # Receipt Types.

  4. In the Timeout (Seconds) field, type the timeout threshold (in seconds) for print job retry attempts for each receipt type.

    The maximum timeout threshold is 7200 seconds.

Note

This setting overrides any Backup Printer configuration defined for the printer.



Time and Attendance

From the Ordering ApplicationTime and Attendance section, define how employee schedules and attendance rules are enforced.

Toggle Enforce Schedule to On to enforce the employee time and attendance settings:

Setting

Description

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.

Workflows

From the Ordering ApplicationWorkflows section, select the workflow for EOD business operations.

To create workflows, see Workflows.

Payments

From the Payments section, define how employee schedules and attendance rules are enforced:

Setting

Description

Max SAF Amount

Type the maximum currency amount allowed for Store and Forward (SAF) offline transaction processing.

Max SAF Transactions

Type the maximum number of pending Store and Forward (SAF) offline transactions to allow at a time.

Allow order edits on Auth Payments

Toggle Yes to allow employees to edit an order after an authorized payment has been applied to the order.

Allow Recording Card Token

Toggle Yes to record the card token provided with the payment card transaction in the order data. The card token can be used for customer intelligence (CI) and reporting purposes.

Note

Due to limitations of the particular payment provider, the card token may not be provided to the POS in the transaction.

Regional Settings

From the Regional Settings section, define number formatting and currency settings for the respective region:

Locale

From the Locale dropdown, select the locale where the company is located. The selected locale determines how the date and time is formatted throughout the application.

To view date/time formatting examples for the selected locale, hover the cursor over the information (i) icon.

Crowdin Custom Language

From the Crowdin Custom Language section, translate the Ordering application into a different language and customize the translation.

Setting

Description

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.

Number Formatting

Open the Number Formatting section to identify how numbers are formatted:

Setting

Description

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.

Currency

Open the Currency section to define default currency settings.

Setting

Description

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.

Reporting

From the Reporting section, define reporting settings for the Ordering application:

Setting

Description

Keep Reporting Data For

From the dropdown, select the number of years to retain reporting data.

Include Pre-Tender Void Amounts into Gross Sales

Select this option to include pre-tender voids in the Gross Sales total on POS reports.

Include Liability Sales Amounts Into Gross Sales

Select this option to include gift card and gift certificate sales in the Gross Sales total on both the Drawer Audit (DAR) and Sales Detail (SDR) reports.

A liability sales total line is added to the Sales Breakdown section of the reports.

Seating

In a Table Service environment, the user at the POS selects a method for alerting the guest when their table is ready (e.g. Text Message, Email).

From the Seating section of the Preferences editor, manage the list of alert delivery methods that are available for the selection at the POS.

To add a method to the list:

  1. From the upper-right of the Party Manager section, select Add Methods.

  2. From the Choose Alert Delivery Methods window, select the method(s).

  3. From the lower-right of the window, select Add [#] Methods.

To remove a method from the list:

  1. From the Party Manager section, locate the alert delivery method.

  2. From the 3-dot menu to the right of the method, select Remove.

To identify a default method:

  1. From the Party Manager section, locate the alert delivery method.

  2. From the 3-dot menu to the right of the method, select Make Default.

To remove the "Default" designation from a method:

  1. From the Party Manager section, locate the alert delivery method.

  2. From the 3-dot menu to the right of the method, select Remove Default.

Tax

From the Tax section, define rounding and print settings for applied tax:

Rounding Method

From the Rounding Method section, define the following settings:

Setting

Description

Rounding Method

From the dropdown, select the desired value:

  • Up - Round up tax values to the specified number of decimal places.

  • Down - Round down tax values to the specified number of decimal places.

  • Nearest - Round tax values to the nearest whole number.

To add collective rounding tax groups:

  1. From the Rounding Method section, select Add.

  2. From the Select Tax Rates for Collective Rounding window, select the tax rates to include in the tax group.

    • Select the tax rate from the Available column, and then select the right arrow to move the tax rate to the Included column.

    • Select the double-right arrow to move ALL tax rates to the Included column.

    • Select the left arrow to move a selected tax rate back to the Available column.

    • Select the double left-arrow to move ALL tax rates back to the Available column.

Print Options

From the Print Options section, define the following settings:

Setting

Description

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.

Tax Rates for Collective Rounding

The following provides an example of order item tax rates that are rounded collectively with other tax rates.

Consider four tax rates (6.25%, 2.75%, 1.25%, and 0.25%) where the first rate (6.25%) is configured to round independently, while the other three are rounded collectively. If an item priced at $1.99 is added to an order, the tax rates are calculated as follows:

Tax Rate

Calculation

Unrounded Total

Rounded Tax

6.25%

6.25% (0.0625) x $1.99

$0.12437

$0.12

Tax Rate

Calculation

Unrounded Total

Unrounded Sum

Rounded Tax (Down)

Rounded Tax (Up)

2.75%

2.75% (0.0275) x $1.99

$0.05472

$0.05472

N/A

N/A

1.25%

1.25% (0.0125) x $1.99

$0.02487

$0.07959

N/A

N/A

0.25%

0.25% (0.0025) x $1.99

$0.00497

$0.08456

$0.08

$0.09

Tips and Gratuity

From the Tips and Gratuity section, define settings related to customer tips and gratuities:

Setting

Description

Automatic Gratuity

To ensure the minimum tip percentage is met, configure the Ordering application to automatically apply a gratuity when a specified number of seats are added to an order. The applied gratuity is displayed in the Summary field below the order item listbox.

Select Automatic Gratuity to enable the automatic gratuity feature.

  • From the Seats Count From dropdown, select the minimum number of seats an order must include to trigger the automatic gratuity.

  • In the Gratuity Percent field, type the percentage of the order total to include as an automatic gratuity. The gratuity is calculated based on the gross order total (Subtotal + Taxes - Discounts).

Apply To Order Subtotal Pre Tax

Select this option to calculate the gratuity before tax is applied to the order subtotal.

Pay Tips

Select this option to enable the calculation for paying employee tips.

  • From the GL Account for Tips Out dropdown, select the general ledger account to use for tips that are paid to employees.

  • In the Keep Order Tips Info field, type the number of days to store tips information locally on the user's tablet.

    To NOT store tips information, type 0.

Display Preferred Tip Prompt

From the dropdown, select the desired moment to prompt the user to capture Preferred Tips (when enabled). "Preferred Tips" are defined for a customer loyalty account.

  • First Payment - Prompt the user after the first payment is applied during the tender process.

  • Pre-Payment - Prompt the user before the first payment is applied during the tender process.

Unowned Order Owner Assignment Method

From the dropdown, select the desired method for assigning an owner to an unassigned order when the order is finalized with a tip/gratuity.

  • Drawer Session Employee - (default) Assign the order to the employee who is assigned to the drawer session.

  • Manually Selected Employee - Select the employee to assign to the order from a list of eligible employees.

Xenial Vision

Note

The Xenial Vision section is only available to users with an active subscription to Xenial Vision.

From the Xenial Vision section, define settings for the drive-thru service Xenial Vision:

Setting

Description

Use Secure Protocol

Toggle On to use a secure protocol to transmit network data.

Toggle Off to NOT use a secure protocol to transmit network data.

Host Name (IP Address)

Type the device name or IP address that is used to identify the device on the network.

HTTP Port

Type the HTTP Port used by Xenial Vision.

Websocket Port

Type the Websocket Port used by Xenial Vision.

Order Point Warn Time (seconds)

Type the number of seconds that must pass after a vehicle arrives at the Order Point before warning the POS staff that the waiting time will soon be overdue.

Minimum: 0

Maximum: 86400

Order Point Overdue Time (seconds)

Type the number of seconds that must pass after a vehicle arrives at the Order Point before the waiting time is considered overdue.

Minimum: 0

Maximum: 86400

Fulfillment Point Warn Time (seconds)

Type the number of seconds that must pass after a vehicle arrives at the Fulfillment Point before warning the POS staff that the waiting time will soon be overdue.

Minimum: 0

Maximum: 86400

Fulfillment Point Overdue Time (seconds)

Type the number of seconds that must pass after a vehicle arrives at the Fulfillment Point before the waiting time is considered overdue.

Minimum: 0

Maximum: 86400