Company Preferences
→ → → → →
To define the default Ordering application settings for the company:
From the Preferences homepage, select Set company defaults.
From the Default Company Preferences page, define the settings in the following sections:
Section
Description
Define Xenial Cloud Inventory settings (if applicable).
Select an email server configuration.
Define general Ordering application settings including the Starting Drawer Amount and EOD settings.
Define system application log levels.
Define settings for liability items, such as gift cards.
Liability item sales are registered when guests redeem the liability items to purchase products.
Define customer loyalty program settings.
Identify the channel that is used by the Data Notification Service.
This section consists of a number of subsections that include settings for various aspects of the Ordering application.
Define settings related to Store and Forward (SAF) offline transaction processing.
Define number formatting and currency settings for the respective region.
Define Ordering application reporting settings.
Manage the list of alert delivery methods that are available for the selection at the POS in a Table Service environment.
Define rounding and print settings for applied tax at the POS.
Define customer tip and gratuity settings.
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 → section, define the following:
Setting | Description |
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Costing Method | From the dropdown, select the desired method for determining the cost of inventory items on reports:
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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 → section, define the following:
Setting | Description |
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Item List View Setting | From the dropdown, select the desired view for the item list on an Inventory Order:
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Inventory Quantity
From the → section, define the following:
Setting | Description |
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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 → section, define the following settings for the Stand Worksheet that is used with the Xenial Venues Inventory (XVI) application:
Setting | Description |
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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
A maximum of two (2) decimal values is allowed in the percentage-based threshold.
Inventory Transfer
From the → section, define the following:
Setting | Description |
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Item List View Setting | From the dropdown, select the desired view for the item list on an Inventory Transfer:
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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 |
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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 |
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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:
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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:
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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:
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Order Rules
The following describes the settings in the Order Rules subsection of the General section of Preferences.
Setting | Description |
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Order Number Calculation Method | From the dropdown, select the method to use to determine order number length:
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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:
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Health Services
From the Health Services section, define system application log levels:
Setting | Description |
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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.
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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. |
XKM Keep Local Logs (Days) | Type the number of days to store XKM application log files on the local device.
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Liability Items
Liability item sales are registered when guests redeem the liability items to purchase products.
From the → 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:
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Allow Adding Funds | Toggle Yes to allow guests to Add Value to a gift card. When toggled Yes, the following fields are displayed:
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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:
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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
→ → → →
From the Preferences editor, enable and configure bulk gift card activation: → section of the
Toggle Allow Bulk Activation to Yes.
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.
Select an Amount setting.
Select Edit.
In the Amount field, type the currency amount.
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 loyalty program settings:
Setting | Description |
---|---|
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. |
Customer Identification Methods | Select the methods a cashier can use to identify a loyalty guest at the Ordering application:
Configure the selected identification methods:
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Notification Service
From the Notification Service section, identify the channel that is used by the Data Notification Service:
Setting | Description |
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Notification Channel | From the dropdown, select the desired notification delivery option:
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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 |
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Employee login and time clock settings. | |
DataSync and UDP multicast settings. | |
POS camera settings for item scanning. | |
Customize the Ordering application logo. | |
Cash drawer settings. | |
End of Day (EOD) settings. | |
Settings related to Xenial Kitchen Management (XKM) settings. | |
Settings for the Order History screen of the Ordering application. | |
Settings related to Ordering application procedures. | |
Settings related to the screensaver for the Xenial Cloud POS terminals. | |
Customer receipt printing settings. | |
Define how employee schedules and attendance rules are enforced. | |
Select Ordering application workflows. |
Access
From the → section, define the following settings:
Setting | Description | ||||||||||||||
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Auto Logoff | Automatically log off the user from the terminal after a specified amount of time of inactivity.
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Sign-in Method | From the dropdown, select the desired method for signing in to the Ordering application:
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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:
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Prompt Table Number/Name | From the dropdown, select the type of prompt to display with each order:
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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:
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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. | ||||||||||||||
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.
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 → section, define the following settings:
Setting | Description |
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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.
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Camera Settings
From the → 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 → 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:
From the dropdown, select Specified Logo.
To the right of the dropdown, select Change.
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.
From the lower-right of the Select Logo window, select Done.
Drawer
From the → 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:
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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.
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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. |
End of Day
From the → 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.
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Seamless End of Business Day | Select this option to enable the Seamless EOD feature.
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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:
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Kitchen Settings
From the → section, define kitchen settings for the Ordering application:
Setting | Description | ||||||||||||
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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:
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Send Orders to Kitchen Printer | From the dropdown, select the desired method for sending orders to the kitchen printer:
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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. |
Order History Settings
From the Order History screen of the Ordering application. → section, configure the
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:
From the upper-right of the Order History Columns section, select Add Columns.
From the Add Columns window, select the desired columns.
From the lower-right of the Add Columns window, select Add # Columns.
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:
From the upper-right of the Filters section, select Add Filters.
From the Add Filters window, select the desired filters.
From the lower-right of the Add Filters window, select Add # Filters.
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:
From the upper-right of the Order History Settings section, select Copy Settings to Sites.
From the Site Selector, select the desired sites.
From the lower-right of the Site Selector, select Select # Sites.
Ordering
From the → 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:
If this option is NOT selected:
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:
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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:
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Order Tendering Workflow | From the dropdown, select the desired workflow for tendering orders:
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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:
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Display Terminal Identification | From the dropdown, select the terminal identification information to display in the screen header of the ordering terminals.
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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 | 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).
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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:
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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:
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Printing
From the → 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.
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:
NoteThis setting overrides any Backup Printer configuration defined for the printer. |
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:
NoteThis setting overrides any Backup Printer configuration defined for the printer. |
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:
NoteThis setting overrides any Backup Printer configuration defined for the printer. |
Time and Attendance
From the → 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 → 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. NoteDue 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.