SuiteSpot
SuiteSpot is the Xenial Suite Catering fan-facing component.
SuiteSpot Registration
Only authorized users of an account can register for the SuiteSpot.
To register for the SuiteSpot:
Follow instructions in Add Authorized User to add an authorized user.
Access the inbox of the email address used to register for the SuiteSpot.
Locate and open the SuiteSpot welcome email.
If not located in the inbox, check spam or junk folders.
In the email, select Complete Registration.
In the New Password field of the SuiteSpot page, type a strong password.
In the Confirm Password field, type the password again.
Select Continue.
SuiteSpot Login Page
The SuiteSpot login page allows users to:
Operation | Description |
---|---|
Log in to SuiteSpot using the email and password. | |
View Privacy Notice | Select Privacy Notice to view the privacy policy in a new tab. |
Select Forgot Password to reset the password. | |
View Menu | Select View Menu Here to view the menu in a new tab. |
View Event | Select View Upcoming Events to check upcoming events in a new tab. |
Contact Primary Suite Representative | Select Contact Signature Services to contact the primary suite representative. For details about how to configure the primary suite representative, see Configure Suite Representative. |
Login to SuiteSpot
To login to SuiteSpot:
In the email field, type the email used to register for SuiteSpot.
In the password field, type the password.
Select Sign In. The post-‘Sign In’ response varies based on how the login account relates to domain-bound companies and suite ownership.
Account-Domain-Company Relationship
Suites Owned and Rented by Account
Screen
Action
Account not added to domain-bound company
NA
Login error
Account added to single domain-bound company
None
Login error
One
Welcome To SuiteSpot popup
More than one
Account added to more than one domain-bound company
One
Company selection popup
Select the company to visit.
More than one
Company and suite selection popups
Select the company and suite to visit.
Domain bound to more than one company
NA
Suite representative's email link
Select the link to contact the suite representative for help.
From the Welcome To SuiteSpot popup, select the information to access.
VIEW EVENTS & CREATE ORDERS: navigates to the event calendar
Note
After selecting VIEW EVENTS & CREATE ORDERS, the Select Suite dropdown appears if the login account has more than one suites. Use this dropdown to select a suite.
MANAGE EXISTING ORDERS: navigates to the order history
MANAGE MY ACCOUNT: navigates to My Account
Contact a Guest Services Coordinator: triggers a popup that display coordinator's contact information
Note
The text displayed here is customizable. For more information, see Edit Appearance Template.
If the splash screen is enabled, the SuiteSpot release notes are displayed. For more information, see Configure Splash Screen Settings.
From the Welcome To SuiteSpot popup, select CONTINUE.
If the login account has multiple suites and none is selected upon login, the suite selection popup appears when suite information is needed, such as when placing an order.
Reset Password
To reset a SuiteSpot password:
Navigate to the SuiteSpot login page.
Below the password field, select Forgot Password.
In the email field, type the registered email.
Select Continue.
Review the confirmation screen, then select Continue.
Navigate to the inbox for the registered email.
Locate the Password Reset email and follow the instructions.
SuiteSpot Homepage
The SuiteSpot homepage displays:
Area | Description |
---|---|
Header | Displays the suite name, CHANGE SUITE link (if the account owns or rents more than one suites), EVENT CALENDAR link, MY ACCOUNT link, and LOG OUT link |
Event Calendar | Allows users to check events in different views of the calendar NoteIf Cutoff Date and Cutoff Time are not configured for an event, this event will be hidden on the SuiteSpot. |
Footer | Displays the name and address of the stadium, copyright information, a link serving as the primary point of contact for your orders, the company's time zone, a link to new features, a menu link, and a privacy link. All these texts, except for the new feature link, are customizable. For more information, see Edit Appearance Template. |
Switch Between Views of Event Calendar
To switch between views of the event calendar:
From the upper-right of the event calendar, select the circular icon on the left to switch to the calendar view
Use the calendar view dropdown to switch between MONTH VIEW and WEEK VIEW
From the upper-right of the event calendar, select the circular icon on the right to switch to the list view
Closed events are not visible in the list view.
Distinct Order Links Based on Varying Conditions
Different order links are displayed for events on the event calendar, depending on specific conditions. The display of links requires meeting all the conditions, unless otherwise stated in the following table.
Valid orders are considered for displaying these links. Orders in the deleted, purged, voided, and voided-post-payment states are not included as valid orders.
Order Link | Description |
---|---|
START ORDER | |
A disabled START ORDER link is displayed if:
| |
An enabled START ORDER link is displayed if:
Selecting this link opens the Build Order page for the user to Place Order. | |
REVIEW ORDER | A disabled REVIEW ORDER link is displayed if:
|
An enabled REVIEW ORDER link is displayed if:
Selecting this link opens a popup indicates existing orders. For more information, see Review Order. | |
EDIT ORDER | An EDIT ORDER link is displayed if:
Selecting this link opens the menu page for the user to Edit Order. The previously-added items are in the shopping cart. |
VIEW ORDER | A VIEW ORDER link is displayed if one of the following conditions are met:
Selecting this link opens a popup indicates existing orders. For more information, see View Order Details. |
NO ORDER | A NO ORDER link is displayed if one of the following conditions are met:
Selecting this link opens a popup up that shows the suite representative contact information and users can call or send an email to the representative for assistance. |
Note
Orders mentioned above include account orders created on the Suite Catering Admin Portal, SuiteSpot, and POS. Notes and Questions of account orders created on POS are blank.
If an event does not have an ADO cutoff time, it's assumed to have already passed the ADO cutoff time.
When multiple events share the same event date, the calendar displays SHOW ALL EVENTS for that date.
If ADO transition is enabled for an event, Transition Cutoff Date and Transition Cutoff Time serve as the new ADO cutoff date and time. For more information, see Advanced Day Ordering (ADO).
Place Order
→ →
To place an order for an event and suite:
From the Welcome to SuiteSpot popup that is displayed upon login, select VIEW EVENTS & CREATE ORDERS.
Use the Select Suite dropdown to select a suite.
If the login account has only one suite, the Select Suite dropdown is not visible.
Select Continue.
In the event calendar, select the START ORDER link of the event for which you want to place an order.
On the Build Order page, select START ORDER.
To go back to the event calendar, from the upper-left of the Build Order page, select BACK TO CALENDAR.
To change the event, select the CHANGE EVENT dropdown.
To view details of placed orders, select Order Summary.
To mark an order as the favorite, from the Start With a Recently Placed Order area, select the star icon next to the event name.
After selecting the star icon, a pop-up will appear, requesting a name for the favorite order.
If the provided name matches an existing favorite order, a pop-up will appear, providing the option to confirm overwriting the existing favorite.
If the total number of favorite orders equals or exceeds eight, a pop-up will prompt for the replacement of an existing favorite.
If needed, deselect the star icon to remove the favorite status from the order.
To place an order based on an existing order, from the Start With a Recently Placed Order area, select START WITH THIS ORDER.
Follow the procedure to add desired items.
Note
For more information about the SuiteSpot menu display, see Mapping Between Data Management Menu Configuration and SuiteSpot Menu Display.
The priorities for displaying the Advanced Day Ordering (ADO) online menu on the SuiteSpot are as follows:
Suite ADO online menu configured in Create New Suite.
Event ADO online menu configured in Advanced Day Ordering (ADO).
Event type ADO online menu configured in Online Menu Override.
Default ADO online menu configured in Configure Menu Settings.
If the first menu is not configured, the second menu will be applied, and so on in sequence.
The priorities for displaying the ADO transition online menu on the SuiteSpot are as follows:
Event ADO transition online menu configured in Advanced Day Ordering (ADO).
Event type ADO transition online menu configured in Online Menu Override.
Default ADO transition online menu configured in Configure Menu Settings.
Default ADO online menu configured in Configure Menu Settings.
If the first menu is not configured, the second menu will be applied, and so on in sequence.
Follow the procedure to edit the item quantity.
Follow the procedure to remove unnecessary items.
Select REVIEW ORDER.
On the Review Order page, review order details and select CONTINUE.
Alternatively, select Continue Shopping to go back to the menu or select CANCEL ORDER to revoke the order.
Edit quantities of items or remove unnecessary items if necessary.
If there are unavailable items, the CONTINUE button remains disabled until those items are removed.
On the Questions and Allergens page, answer questions, type event special instructions, and select allergens if there is any.
If the allergen management function is disabled, this page functions as the Questions page. For more information, see Configure Allergen Settings.
The secondary question, if available, is shown based on the response to the primary question. For more information, see Configure Question.
If you select BACK TO REVIEW ORDER in the upper-left of this page, the content typed this page will not be lost.
If you log out of SuiteSpot before proceeding to the next step, the content typed on this page will not be saved to this order.
Select CONTINUE.
Alternatively, select Continue Shopping to go back to the menu or select CANCEL ORDER to revoke the order.
If you log out of SuiteSpot after selecting CONTINUE, the content typed on this page will be saved to this order.
On the Payment Details page:
If needed, select Modify to update the information about the Point of Contact. For details, see Modify Point of Contact.
Use the Select Payment Method dropdown to select a payment method.
If a credit card payment method is selected, select an existing credit card or select Add New Credit Card. For details about how to add a new credit card, see Add Credit Card on the Payment Details Page.
Select COMPLETE ORDER to submit the order.
Alternatively, select Continue Shopping to go back to the menu or select CANCEL ORDER to revoke the order.
Once the order is submitted, a confirmation email is sent to the user's SuiteSpot login email address.
On the Order Confirmation page:
select Save As PDF to save the order confirmation information to the local computers.
select SAVE AS FAVORITE ORDER to mark the order as the favorite.
select PRINT CONFIRMATION to print the order confirmation information.
select the can be modified link to edit the order.
type an email address and select SEND CONFIRMATION to send an order confirmation email to the provided address.
Only the primary user of the account, point of contact of the order, and the specified email address will receive the order confirmation email. Other users involved in updating and submitting the orders will not receive the order confirmation email.
select START A NEW ORDER to place more orders.
Mapping Between Data Management Menu Configuration and SuiteSpot Menu Display
SuiteSpot menu display (3): panel view
SuiteSpot menu display (3): list view
Modify Point of Contact
To modify the point of contact:
To modify the point of contact, in the event calendar, select the START ORDER, REVIEW ORDER, or EDIT Order link.
Follow the procedure in Place Order, Review Order, or Edit Order to go to the Payment Details page.
On the Payment Details page, locate the Point of Contact area and select Modify.
On the Modify Point of Contact popup, locate the Point of Contact dropdown and select an authorized user or Type in a different contact.
When selecting an authorized user, its information automatically populates the remaining fields, which cannot be edited.
If selecting Type in a different contact, manually complete the remaining fields.
In the lower-right area of the Modify Point of Contact popup, select CONFIRM to save the settings.
Alternatively, in the lower-left area of the Modify Point of Contact popup, select CANCEL to discard the changes.
Add Credit Card on the Payment Details Page
To add a credit card:
Use the Select Payment Method dropdown on the Payment Details area to select a credit card payment method.
Select Add New Credit Card.
This link is hidden if a payment method other than credit card is selected.
On the Add New Credit Card popup, type required information.
On the Add New Credit Card popup, select SAVE This Card.
If selecting SAVE This Card, this card is saved to the account; otherwise, it is saved to the order only.
The SAVE This Card option is not visible to logged-in authorized users that do not have the Add/Edit Cards on File permission.
Select SAVE.
Alternatively, select CANCEL.
Remove Credit Card on the Payment Details Page
To remove a credit card:
Use the Select Payment Method dropdown on the Payment Details area to select a credit card payment method.
To the right of the credit card number, select Delete.
The Delete link is not visible if the credit card has been:
saved to the account
assigned as the current payment method of the order
used to make any payments for the order
From the Confirm popup, select YES.
Alternatively, select CANCEL.
Add Item
→
To add an item to an order:
In the event calendar, select the START ORDER, REVIEW ORDER, or EDIT ORDER link of the order for which you want to add items.
On the menu page, use the left-navigation pane to browse the menu.
If the REVIEW ORDER link is selected, on the Order Receipt page, select ADD NEW ITEM to browse the menu.
To efficiently locate desired items, in the upper-right of the page, type keywords in the search box to initiate a search for them.
Select ADD TO ORDER to add the desired item to the order.
If a menu category includes subcategories, select SEE DETAILS to explore further.
If an item has a Modify link, select the link to modify the item.
Note
If the event's menu:
Manually updated and refreshed
Automatically switches to the ADO transition online menu
This occurs only when ADO transition is enabled for the event. For more information, see Advanced Day Ordering (ADO).
In both cases, if the event's shopping cart already contains items from the previous menu:
Items with a product ID not found in the new menu are no longer available.
Items with a product ID that still exists in the new menu but has a changed name or price will remain available, with their details updated to match the new menu.
Modify Item
During the transition period with the Modify SuiteSpot ADO Items toggle off, the logged-in user cannot change the quantities or modifiers of items not in the transition menu.
Note
For more information about ADO transition, see Advanced Day Ordering (ADO).
For information about how to activate the Modify SuiteSpot ADO Items toggle, see Configure Ordering Settings.
To modify an item, you can do so on the menu page, in the shopping cart, on the review order page, or on the order receipt page. There are several ways to modify an item:
Use the "-" and "+" buttons to increase or decrease the item quantity.
Type the desired quantity in the field between the "-" and "+" buttons. The quantity accepts number 1-99.
Select Modify next to the item, change the quantities or modifiers of the item, and then select UPDATE ORDER.
If the price of an item changes after it has been submitted, please keep the following in mind:
If you try to increase the item quantity using the "+" button in the shopping cart, on the review page, or on the order receipt page, you will see an Item Price Change popup. You will need to go back to the menu to increase the item quantity.
If you select Modify for the item in the shopping cart, on the review page, or on the order receipt page, you can only set modifiers on the Modify popup.
If the price of an item remains unchanged but the prices of its modifiers are changed after the item is submitted, the old prices of the modifiers will still apply when increasing the item quantity.
Remove Item
Remove items from the Shopping Cart, Review Order page, and Order Receipt page.
During the transition period with the Modify SuiteSpot ADO Items toggle off, the logged-in user cannot remove items not in the transition menu.
Note
For more information about ADO transition, see Advanced Day Ordering (ADO).
For information about how to activate the Modify SuiteSpot ADO Items toggle, see Configure Ordering Settings.
To remove an item:
Select Remove for the item that you want to remove.
On the Confirm popup, select REMOVE.
Alternatively, select CANCEL.
This popup does not display when removing an item from the Shopping Cart.
View Order Details
→ →
To view an order:
In the event calendar, locate the event.
Select the VIEW ORDER link of the event.
For more information, see Distinct Order Links Based on Varying Conditions.
From the displayed popup, select VIEW of an existing order.
View order details on the Order Receipt page.
For details about the order receipt, see Order Receipt Details.
Order Receipt Details
The order receipt displays:
Area | Description |
---|---|
Questions Notes and Allergens | Allows users to view and edit owner notes, questions, and allergens of the order, and provides the capability to save them as a PDF document. Note that the Modify button is only available if the order is editable.
|
Related Orders | Lists order number links (navigating to the Order Receipt page) and order totals of orders that share the same event, suite, and account with this order. This area is displayed only when there are such orders. |
Point of Contact |
|
Email Order Receipt | Enables users to send a copy of the receipt to designated email addresses. |
| |
Order Totals | Displays a breakdown of the total food and beverage cost, discounts applied, administrative fees (excluding tip), pre-payment tip (displayed for POS orders with fee tip or gratuity), tip, and various types of taxes (itemized separately and exclusive of inclusive taxes), culminating in the final total order cost. |
Payment |
|
Displays payment details. This area is displayed only after at least one payment record is added to this order. | |
Order Total | Total value of the order, displayed only after at least one payment record is added to this order |
Tip | Sum of tips, displayed only after at least one payment record is added to this order |
Payment | Sum of payments, displayed only after at least one payment record is added to this order |
Order Balance | Order Total + Tip - Payment, displayed only after at least one payment record is added to this order |
Refund Detail | Displays refund details. This area is displayed only when there are refund orders. Currently, the refund function is exclusively accessible through POS. |
SAVE AS PDF | Enables users to save the order receipt as a PDF file on their local computer when clicked. |
CANCEL ORDER | Enables users to cancel the order when clicked. Note that this button is hidden if a payment has been added to the order. |
Note
Logged-in authorized users that do not have the Place Advanced Day Orders permission cannot edit order receipts.
Order Breakdown
In the Order Breakdown area:
Select - or + to increase or decrease the item quantity, or directly type the required number. This field accepts numbers 1-99.
Select Modify to edit an item.
If an item is not a bundle product and does not have modifiers, the Modify link is hidden.
Select Review to check the details of an item.
If an item is not a bundle product and does not have modifiers, the Review link appears.
Select Remove to delete an item.
Select Add New Item to add an item.
If ADO transition is enabled for an event:
If the event has not passed its ADO cutoff time, it allows all the above operations.
If the event is within the transition period:
When the Modify SuiteSpot ADO Items toggle is activated, the logged-in user can perform all the above operations. But note that only items existing in the transition menu can be added.
When the Modify SuiteSpot ADO Items toggle is deactivated, the logged-in user is restricted to adding only those items found in the transition menu, and other operations are not allowed.
Note
For more information about ADO transition, see Advanced Day Ordering (ADO).
For information about how to activate the Modify SuiteSpot ADO Items toggle, see Configure Ordering Settings.
Payment Detail
The Payment Detail area displays:
List Header | Description |
---|---|
Method | Displays information dependent on the payment method.
|
Amount | Amount paid by this payment record |
Order Tip | Tip paid by this payment record |
Invoice Tip | Tip paid by this invoice |
Transaction Type | Categorization of a transaction |
State | State of the payment record |
Time | Time the payment record was created |
Auth Code | Displays information dependent on the payment method.
|
Notes | User's notes for the payment record |
Refund Detail
The Refund Detail area displays:
List Header | Description |
---|---|
Refund Number | System-generated refund order ID This link navigates to the details of the refund order. |
State | State of the refund order |
Refund Total | Refund Amount + Refund Tip |
Refund Tip | Amount of tip that is returned to the customer |
Reason to Refund | Explanation or cause for why the refund is requested |
Edit Order
→ →
An order cannot be edited if:
The event of the order has passed its ADO cutoff time or has been closed.
If ADO transition is enabled for an event, Transition Cutoff Date and Transition Cutoff Time serve as the new ADO cutoff date and time. For more information, see Advanced Day Ordering (ADO).
The order is in the closed, deleted, purged, voided, voided-post-payment, or fully-paid-but-not-closed state.
To edit an order:
In the event calendar, locate the order to be edited.
Select the EDIT ORDER link of the order.
On the menu page, use the left-navigation pane to browse the menu.
Follow the procedure to:
Review Order
→ →
To review an order:
In the event calendar, locate the event.
Select the REVIEW ORDER link.
For more information, see Distinct Order Links Based on Varying Conditions.
In the displayed popup, select EDIT or VIEW of an existing order.
If an existing order has been fully paid or closed, the VIEW button is displayed; if an existing order is in Open, Saved, or Committed state, the EDIT button is displayed.
Alternatively, select START NEW ORDER. For more information, see Place Order.
On the Order Receipt page, review details of the order.
For details, see Order Receipt Details.
Cancel Order
Only orders that do not have payment records and do not pass the Advanced Day Ordering (ADO) cutoff time can be canceled.
Either on the Review Order or Order Receipt page, select CANCEL ORDER to cancel an order.
The following table lists the access paths of the Order Receipt and Review Order pages.
Page | Access Path |
---|---|
Order Receipt | → → → |
→ → → → | |
Review Order | → → → → |
→ → → → → → |
My Account
→
The My Account page displays:
Menu | Sub-menu | Action |
---|---|---|
User ADMIN | CONTACT DETAILS | |
LOGIN DETAILS | ||
AUTHORIZED USERS | ||
ORDERS & BILLING | ORDER HISTORY | |
INVOICES | ||
PAYMENT METHODS | ||
SUITE ADMIN | PAR STOCK | |
OWNER NOTES | ||
ALLERGENS | ||
APPEARANCE |
Update Contact Information
→ → →
To update contact information:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select CONTACT DETAILS.
In the Point of Contact area, update the first name and last name of the contact person.
Updates will be synchronized to the Suite Catering Admin Portal.
In the Additional Contact Methods area, type the business number, home number, or mobile number of the contact person.
Select the Primary radio button of one phone number to set it as the primary phone number.
From the Mailing Address area, select Edit.
The Add link is displayed if the contact person has no mailing address.
On the Mailing Address popup, use the Country dropdown to select a country.
Options of the Country dropdown now include Canada and United States of America.
Type the address line 1, address line 2, and city.
Use the State dropdown to select a state.
In the Zip Code field, type the zip code.
From the lower-right of the Mailing Address popup, select CONFIRM to save your settings.
Alternatively, select CANCEL to discard your changes.
From the lower-right of the Contact Details page, select SAVE CHANGES to save your changes.
Change Login Password
→ → →
To change the login password:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select LOGIN DETAILS.
From the Change Password area, type the current password, new password, and confirm password.
From the lower-right of the Login Details page, select SAVE CHANGES.
Authorized User
→ → →
The AUTHORIZED USERS menu appears only if the login user has the "Manage Authorized User" permission. For more information, see Assign/Remove Admin User Status.
Authorized users with the "Manage Authorized User" permission can:
Add Authorized User
→ → →
To add an authorized user:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select AUTHORIZED USERS.
From the Authorized Users page, select ADD USER.
In the New User popup, type the email address of the new user.
From the lower-right of the New User popup, select CONFIRM.
If the user to be added has been added as an authorized user of an account on the Suite Catering Admin Portal in another company but has not been added as an authorized user of an account in the current company yet, a message is displayed, asking whether to import the information of this user. Select Import to import all the information of the user.
If the user to be added has already been added as an authorized user of an account in the current company, an error message is displayed, stating that its email already exists.
Alternatively, select Cancel.
Under the Basic Information area, type the first name and last name of the user in the respective fields.
Required information is indicated by an asterisk.
Under the Phone Numbers area, type a valid phone number for the user. Type only numbers.
At least one phone number is required.
Assign one phone number as the user’s primary phone number by turning on the corresponding Primary toggle. If only one phone number is typed, its Primary toggle is turned on by default. If no country code is typed, the United States country code is used by default.
Under the Address area, select Edit.
In the Mailing Address popup, type required information.
Required information is indicated by an asterisk.
From the lower-right of the Mailing Address popup, select CONFIRM.
Alternatively, select CANCEL.
Under the Permissions area in the New User popup, use the toggle switches to enable or disable user permissions.
The Manage Par Stock toggle cannot be turned on if the Edit Par Stock Template permission is not granted for the account. For more information, see Add Authorized User.
The Manage Allergens toggle is not visible if the allergen management function is disabled. For more information, see Configure Allergen Settings.
From the lower-right of the New User popup, select SAVE.
Alternatively, select BACK TO PREVIOUS STEP.
After selecting Save, a SuiteSpot registration email will be sent to the email address of the user to be added.
Edit Authorized User
→ → →
To edit an authorized user:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select AUTHORIZED USERS.
From the Authorized Users page, select Edit located beneath the authorized user.
In the Edit User popup, update user information, as necessary.
Note
If the login user is not a primary user, it cannot edit primary users.
Email addresses of authorized users are not editable.
From the lower-right of the Edit User popup, select SAVE.
Alternatively, select BACK TO PREVIOUS STEP.
Reset Password for Authorized User
→ → →
Resetting passwords for authorized users in the Invite Expired state is not possible.
To reset the password for an authorized user:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select AUTHORIZED USERS.
From the Authorized Users page, select RESET PASSWORD located beneath the authorized user.
This button link is invisible for authorized users in the Invite Expired state.
From the Reset Password popup, select COPY LINK or SEND EMAIL.
Alternatively, select CANCEL.
Visit the copied link or refer to the received email to reset the password.
Resend Invitation for Authorized User
→ → →
Only resend invitation for authorized users that are in the Invite Pending or Invite Expired state.
To resent invitation for an authorized user:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select AUTHORIZED USERS.
From the Authorized Users page, select RESEND INVITATION located beneath the authorized user.
This button link is invisible for authorized users not in the Invite Pending or Invite Expired state.
From the Resend Invite popup, select COPY LINK or SEND EMAIL.
Alternatively, select CANCEL.
Visit the copied link or refer to the received email to complete the registration of the authorized user.
Delete Authorized User
→ → →
To delete an authorized user:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select AUTHORIZED USERS.
From the Authorized Users page, select DELETE located beneath the authorized user.
No authorized user can delete itself.
A non-primary authorized cannot delete primary authorized users.
From the Confirm popup, select YES.
Alternatively, select CANCEL.
View Order History
→ → →
To view order history:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select ORDER HISTORY.
In the Order column on the ORDERS , FAVORITE, or CANCELLED tab page, select an order number link.
For details about the Order History page, see Order History Details.
To filter orders, see Filter Orders.
To search for orders, see Search Orders.
On the Order Receipt page, view order details.
For details about the Order Receipt page, see Order Receipt Details.
Note
Account orders created on POS are also displayed in this list.
Filter Orders
→ → →
To filter orders:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select ORDER HISTORY.
On the ORDERS or CANCELLED tab, filter orders by Event Name or Suite.
To filter orders by Event Name:
To the right of Event Name, select the triangular icon.
From the Event Selector popup, search for and select the desired events.
Select CONFIRM.
Alternatively, select CANCEL or RESET.
To filter orders by Suite:
To the right of Suite, select the triangular icon.
From the dropdown menu, select the desired suites.
Select APPLY.
Alternatively, select RESET.
Note
Notes for order filtering:
The FAVORITE tab does not support order filtering.
To clear filtering criteria, go back to the Event Selector popup or suite dropdown menu to select RESET.
Search Orders
→ → →
To search orders:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select ORDER HISTORY.
Search orders by:
keyword
In the search box in the upper-right of the orders list, type keywords.
last four digits of a credit card used as the payment method for orders:
From the upper-right of the ORDERS tab on the Order History page, select SEARCH BY CARD.
In the Search By Card popup, type the last four digits of a credit card.
From the Search By Card popup, select CONFIRM.
Alternatively, select RESET.
To clear the search criteria, select the cross icon from the upper-left of the orders list.
Order History Details
→ → →
The Order History List allows users to quickly:
View a list of all existing orders on the ORDERS tab;
View a list of all favorite orders on the FAVORITE tab;
View a list of orders canceled on the SuiteSpot on the CANCELLED tab;
Search, sort, and filter orders;
Mark orders as favorite orders;
Select an order number link to view order details.
Note
Logged-in authorized users that do not have the Place Advanced Day Orders permission can only view the order history.
List Header | Description |
---|---|
Order | System-generated order ID Selecting the order ID link in this column to view the receipt of the order. For more information, see Order Receipt Details. |
Event Name | The event occurring for the day/time of the order |
Suite | The suite to deliver the order |
Status | Indicates if the order is editable. Orders that have not passed the ADO cutoff time are indicated by a green dot. This column is hidden on the FAVORITE tab page. NoteIf ADO transition is enabled for an event, Transition Cutoff Date and Transition Cutoff Time serve as the new ADO cutoff date and time. For more information, see Advanced Day Ordering (ADO). |
Event Date | Indicates the day on which the event is scheduled to take place |
Total | Total value of the order |
Balance | Unpaid balance of the order This column is hidden on the FAVORITE tab page. |
Favorite Order Name | The name given to an order when marking it as a favorite To mark an order as a favorite or remove it from the favorite status, simply click the star icon in this column. For more information, see step 3 in Place Order. This column is hidden on the CANCELLED tab page. |
View Invoice History
→ → →
To view invoice history:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select INVOICES.
In the Invoice column on the UNPAID or PAID sub-page, select an invoice number link.
For more information, see PAID and UNPAID Details.
On the Invoice page, view invoice details.
If necessary, in the Order column on the UNPAID or PAID sub-page, select an order number link to view the order receipt.
For more information, see Invoice Details and Order Receipt Details.
PAID and UNPAID Details
→ → →
The PAID and UNPAID sub-pages allow users to quickly:
View a list of all existing invoices,
Search and sort invoices,
Select an invoice number link to view invoice details,
Select an order number link to view order details.
The PAID and UNPAID sub-pages displays:
List Header | Description |
---|---|
Invoice | System-generated invoice ID Selecting the invoice number link in this column to view the invoice receipt. For details about the invoice receipt, see Invoice Details. |
Order | System generated order ID Selecting the order number link in this column to view the order receipt. For details about the order receipt, see Order Receipt Details. |
Suite | The suite to deliver the order |
Event Name | The event occurring for the day/time of the order |
Event Date | Indicates the day on which the event is scheduled to take place |
Payment | Amount that has been paid for the invoice |
Balance | Unpaid balance of the invoice NoteThis column is visible on the Unpaid sub-page only. |
Invoice Total | Total value of the invoice NoteThis column is visible on the PAID sub-page only. |
Due Date | The specific date by which the invoice must be paid Note
|
Invoice Details
The Invoice page displays:
Area | Description |
---|---|
Point of Contact | Displays contact information of the order. The name, email, and phone numbers of the authorized user who placed the order are displayed. If Phone (Business), Phone (Home), or Phone (Mobile) is not configured, the field is hidden. |
Order Summary | Displays the order number, suite name, and due date of the invoice. NoteThe Due Date field is visible for an unpaid invoice only. If an invoice's Due Date Range is set to None, the Due Date remains blank. |
Displays payment details. | |
Invoice Total | Total value of the invoice. |
Tip | Tip included in the invoice. |
Payment | Amount that has been paid for the invoice. |
Balance | Unpaid balance of the invoice. |
SAVE AS PDF | Enables users to save the invoice receipt as a PDF file on their local computer when clicked. |
Payment Details
The Payment Details area displays:
List Header | Description |
---|---|
Method | Credit card brand and the last 4 digits of the credit card number |
Amount | Amount paid by this payment record |
Tip | Tip paid by this invoice |
Transaction Type | Categorization of a transaction |
Time | Time the payment record was created |
Auth Code | Authentication code used for payment |
Notes | User's notes for the payment record |
Add Credit Card
→ → →
Logged-in authorized users that do not have the Add/Edit Cards on File permission cannot add a credit card.
To add a credit card:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select Payment Methods.
From the Credit Cards area on the Payment Methods page, select Add New Credit Card.
In the Add New Credit Card area, type required information.
Select Save to add the credit card.
Alternatively, select Cancel to cancel adding this credit card.
Note
The newly added credit card is saved both to the order and the order's account.
Edit Credit Card
→ → →
Logged-in authorized users that do not have the Add/Edit Cards on File permission cannot edit a credit card.
To edit a credit card:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select Payment Methods.
From the Credit Cards area on the Payment Methods page, select Primary of the credit card that you want to set it as the primary credit card.
Select Edit of the credit card that you want to edit.
In the Edit Credit Card area, type card description.
The card brand and card number are not editable.
From the lower right of the Edit Credit Card area, select Save to save your changes.
Alternatively, select Cancel to discard your changes.
Remove Credit Card
→ → →
Logged-in authorized users that do not have the Remove Cards on File permission cannot remove a credit card.
Primary cards and cards assigned as a payment method for orders in the Committed, Open, Saved, Suspended, or Pending states are not eligible for removal.
To remove a credit card:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select Payment Methods.
From the Credit Cards area on the Payment Methods page, select Remove of the desired credit card.
The Remove button link is invisible to logged-in authorized users that do not have the Remove Cards on File permission.
On the Confirm popup, select Yes to confirm the removal.
Alternatively, select Cancel to revoke the removal.
Note
Orders will remain associated with this removed credit card if it was previously assigned to them.
Orders assigned to this removed credit card can still be paid for and refunded using it.
If a user removes a credit card at the account level and then re-adds it after a few days, the ongoing order will be paid using this credit card, resulting in the display of two credit cards with the same brand and last 4 digits.
Par Stock Template
→ → →
Users with the Manage Par Stock permission may:
Users without the Manage Par Stock permission may only View Par Stock Template.
For more information, see Add Authorized User and Setup or Edit Account.
Par Stock Template States
The following table lists possible states of a par stock template along with suggested actions.
State | Description | Suggested Action |
---|---|---|
Not assigned | Indicates that the template has not been assigned to a suite | |
No item | Indicates that the template does not include an item | |
Invalid | Indicates that all the items in the template are invalid |
Add Par Stock Template
→ → →
Only those with the Edit Par Stock Template toggle activated possess the authorization to add and edit par stock templates. For more information, see Setup or Edit Account.
To add a par stock template:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select PAR STOCK TEMPLATE.
From the Par Stock Template page, select ADD TEMPLATE.
From the Enter Template Name popup, type the template name.
From the Enter Template Name popup, select OK.
Alternatively, select CANCEL.
From the Build Par Stock Template page, select ADD to add items.
If a menu category includes subcategories, select SEE DETAILS to explore further.
To efficiently locate desired items, in the upper-right of the page, type keywords in the search box to initiate a search for them.
From the lower-right of the Build Par Stock Template page, select REVIEW TEMPLATE.
From the Review Par Stock Template page, review added items.
Changing a product's ID after adding it to the par stock template will result in a not available tag next to the product. If certain added items are tagged as "not available," they cannot be opened but can be removed.
From the Review Par Stock Template page, execute the necessary operations as follows:
Adjacent to items for alternations, select Modify.
Adjacent to items for review, select Review.
Adjacent to items for removal, select Remove.
In the Qty column, use the plus (+) and minus (-) signs, or directly type the quantity in the field to adjust the quantity of items.
To add new items, select EDIT PAR STOCK and perform step 6 again.
From the lower-right of the Review Par Stock Template page, select SAVE TEMPLATE.
A Par Stock template can be saved even if it contains items with "not available" and "modifier required" tags.
Alternatively, select DISCARD CHANGES to abandon the changes or select EDIT PAR STOCK to continue editing this template.
Note
If the Par Stock template menu is not set up, an error message displays, indicating that there is no menu for the Par Stock. For more information, see Configure Menu Settings.
From the lower-right of the Confirm popup, select YES to initiate template assignment.
Alternatively, select NO.
Follow the procedure in Assign Par Stock Template to Suite to assign the template.
Edit Par Stock Template
→ → →
Only those with the Edit Par Stock Template toggle activated possess the authorization to add and edit par stock templates. For more information, see Setup or Edit Account.
To edit a par stock template:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select PAR STOCK TEMPLATE.
From the Par Stock Template page, select the pen icon to edit the template name.
From the Par Stock Template page, select the Edit link located beneath the template.
Perform steps 9 and 10 in Add Par Stock Template to edit the content of the template.
View Par Stock Template
→ → →
To view a par stock template:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select PAR STOCK TEMPLATE.
From the Par Stock page, select the View link located beneath the template.
The View link is displayed only for those with the Edit Par Stock Template toggle deactivated.
Remove Par Stock Template
→ → →
To remove a par stock template:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select PAR STOCK TEMPLATE.
From the Par Stock Template page, select Remove located beneath the par stock template to be removed.
From the Remove Par Stock Template popup, select REMOVE to confirm removal.
Alternatively, select NO to cancel removal.
Note
If using the par stock template, an error message is displayed indicating that this par stock template cannot be deleted.
Assign Par Stock Template to Suite
→ → →
To assign a par stock template to a suite:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select PAR STOCK ASSIGNMENT.
From the list of suites, locate the desired suite.
From the list of suites, locate the Current Par Stock Template column.
From the Current Par Stock Template dropdown, select the template.
By default, event types inherit the template assigned to the suite at the suite level, while still allowing customization for individual event types.
If the suite-level template is selected but the event type-level template is not selected, the suite-level template applies to the event type.
For more information, see Par Stock Allocation Display Variations.
From the bottom of the suite list, select SAVE CHANGES.
Alternatively, select DISCARD.
Allergens
→ → →
To select and add allergens:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select ALLERGENS.
The Allergens menu is invisible if the allergen management function is disabled. For more information, see Configure Allergen Settings.
From the Allergens page, select the allergens to be aware of.
Only users with the Manage Allergens toggle activated can select and add allergens. For more information, see Add Authorized User.
If the logged-in user lacks the permission to manage allergens:
A read-only allergen page displays, showing the selected allergens.
If the user's account has no allergens, it shows "None".
Select SAVE CHANGES.
Type or Modify Owner Notes
→ → →
Logged-in authorized users that do not have the Manage Owner Notes permission cannot type or modify owner notes.
To type or modify owner notes:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select OWNER NOTES.
In the field under the suite name, type or modify owner notes.
From the lower-right of the Owner Notes page, select SAVE CHANGES.
Owner notes updates on this page will be synchronized to suite-level owner notes on the Suite Catering Admin Portal. For more information, see Suite-Level Notes.
Appearance
→ → →
Appearance templates enable customization of text fields, colors, and images within SuiteSpot.
Note that the appearance customization function is exclusive to administrative accounts. For more information, see Setup or Edit Account.
Create Appearance Template
→ → →
Upon company-domain binding, the Suite Catering Admin Portal auto-generates the default appearance template. For additional information, see Activate SuiteSpot and Link Company to Domain .
To create a new appearance template:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select APPEARANCE.
From the Appearance page, locate the appearance template to be used as a basis for creating a new one.
From the Appearance page, select the COPY link of the appearance template.
On the Enter Template Name popup, type a unique name.
On the Enter Template Name popup, select OK.
Alternatively, select CANCEL to revoke the creation.
Rename Template
It is impossible to rename the default or published appearance template.
To rename an appearance template:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select APPEARANCE.
From the Appearance page, select the pen icon adjacent to the name of the appearance template intended for renaming.
On the Edit Template Name popup, type a unique new name for the appearance template.
On the Edit Template Name popup, select OK to finalize the template renaming.
Alternatively, select CANCEL to revoke the template renaming.
Edit Appearance Template
→ → →
The default and published appearance templates are not editable.
To edit an appearance template:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select APPEARANCE.
From the Appearance page, select the EDIT link.
In the Edit Mode, select Settings.
On the Customization Settings popup, select the COLORS, TEXT FIELDS, or IMAGES tab to customize the settings.
On the TEXT FIELDS tab, certain fields don't support multiple lines. Pressing Enter won't create new lines in them. When pasting from the clipboard into these text fields, all formatting, including new lines, is removed (multi-line text becomes a single line). In text fields that do support multiple lines, pasted text retains its structure but loses formatting.
For more information about each setting, refer to the tool tips available on the user interface (UI).
In the lower-right of the Customization Settings popup, after completing customization, select SAVE.
The customization settings apply to the real-time preview of the UI, but they will only take effect once this template is published.
Alternatively, select CANCEL.
In the Edit Mode, select Preview to see a preview of the SuiteSpot login page.
The preview pages mirror the actual pages in terms of UI interactions. However, any links or buttons associated with business flows will not trigger further actions.
In the Edit Mode, select Exit Edit.
Alternatively, select Settings to continue customizing the preferences.
Publish Appearance Template
→ → →
The system automatically publishes the default appearance template. Be aware that only one appearance template can maintain a Published status concurrently.
To publish an appearance template:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select APPEARANCE.
From the Appearance page, select PUBLISH of the appearance template intended for publication.
On the Confirm popup, select YES to confirm the publication.
Alternatively, select CANCEL to revoke the publication.
Delete Appearance Template
→ → →
The default and published appearance template are not eligible for deletion.
To delete an appearance template:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select APPEARANCE.
From the Appearance page, select DELETE.
On the Confirm popup, select YES to confirm the deletion.
Alternatively, select CANCEL to revoke the deletion.
Preview Menu
→ → →
The menu preview function is exclusive to administrative accounts. For more information, see Setup or Edit Account.
To preview a menu:
Navigate to SuiteSpot MY ACCOUNT.
From the menu on the left, select MENU PREVIEW.
From the Menu Preview page, use the Select Menu dropdown to select the menu.
Options in the Select Menu dropdown are the same as those in the Advanced Day Order Online Menu dropdown. For more information, see Configure Menu Settings.
Below the Select Menu dropdown, select PREVIEW.
Note
The preview page does not allow adding items to the shopping cart.