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Xenial Product Documentation

Templates

Xenial Cloud Portal 4-Dot Menu Suite Catering Templates Par Stock Templates

On the Par Stock Templates page, venue staff can:

  • View and search for existing templates,

  • Create a new par stock template.

Create New Template

Xenial Cloud Portal 4-Dot Menu Suite Catering Templates Par Stock Templates

To create a new template:

  1. Navigate to Suite Catering Templates area.

  2. From the upper-right of the Par Stock Templates area, select New Template.

  3. In the Template Name field, type a unique and meaningful template name.

  4. In the Account field, use the dropdown to select the account.

  5. From the upper-right of the Par Stock Template area, select Save.

  6. Follow the procedure to Add Items.

Add Item to a Template

Xenial Cloud Portal 4-Dot Menu Suite Catering Templates Par Stock Templates

To add items to a template:

  1. Navigate to Suite Catering Templates area.

  2. From the Par Stock Templates List, select the template.

  3. From the menu on the left, select Items.

  4. From the upper-right of the Items menu, select Add.

  5. From the item list in the Add Items popup up, select the checkbox to the left of the desired item(s).

    • Use the search bar to search for a specific item.

    • Use the plus (+) and minus (-) signs to adjust the quantity of items to be added.

    • If a Modify link is displayed in the Actions column of the desired item, select the link to modify the item, such as adding modifiers or adding items in bundle products. For more information, see Configure Modifier and Configure Product Bundle.

  6. From the lower-right of the Add Items popup, select Add Items.

    • Alternatively, select Cancel to exit the Add Items popup.

  7. From the upper-right of the Par Stock Templates area, select Save.

    • Changing a product's ID after adding it to the par stock template will render this product invalid. The par stock template can still be saved even if it contains invalid items.

Edit Template Item Quantity

Xenial Cloud Portal 4-Dot Menu Suite Catering Templates Par Stock Templates

To edit item quantity for a template:

  1. Navigate to Suite Catering Templates area.

  2. From the Par Stock Templates List, select the template.

  3. From the menu on the left, select Items.

  4. In the Quantity column, type the quantity and the total amount automatically adjusts.

    • The quantity field accepts numbers 1-99.

  5. From the lower-right of the Add Items menu, select Add Items.

    • Alternatively, select Cancel to exit the Add Items menu.

  6. From the upper-right of the Templates area, select Save.

Remove Template

Xenial Cloud Portal 4-Dot Menu Suite Catering Templates Par Stock Templates

To remove a template:

  1. Navigate to Suite Catering Templates area.

  2. From the Par Stock Templates List, select the template.

  3. From the Actions dropdown, select Remove.

    • The dropdown is hidden when multiple templates are selected.

  4. From the upper-right of the Templates area, select Save.

Assign Template

Assign a par stock template to a suite through Suite Assignment or Templates.

Assign Par Stock Template to Suite

Xenial Cloud Portal 4-Dot Menu Suite Catering Accounts+ Account List Suite Assignment

Assigning par stock templates to rental suites is not possible, and temporary guest accounts cannot assign par stock templates.

To assign a par stock template to a suite:

  1. From the Xenial Cloud Portal, navigate to Suite Catering Account List.

  2. From the Account List, directly select the account.

    • Alternatively, select the account checkbox and use the Actions dropdown to select Edit.

  3. From the menu on the left, select Suite Assignment.

  4. From the list of suites, locate the desired suite.

  5. From the list of suites, locate the Par Stock Allocation column.

  6. From the Par Stock Allocation dropdown, select the template.

    • The options within the Par Stock Allocation dropdown consist of templates assigned to the account, sourced from TemplatesPar Stock Templates.

    • 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.

  7. From the upper-right of the Accounts area, select Save.

Par Stock Allocation Display Variations

Xenial Cloud Portal 4-Dot Menu Suite Catering Accounts+ Account List Suite Assignment

The following table illustrates the diverse presentations in the Par Stock Allocation field under different circumstances.

Scenario

Content Displayed at the Suite Level

Content Displayed at the Event Type Level

Both suite-level and event type-level templates absent

Not Selected

Not Selected

Suite-level template absent but event type-level template assigned

Varies

Template name

Suite-level template assigned but event type-level template absent

Name of the suite-level template with "Varies" appended

Not Selected

Suite-level template assigned but different template assigned at the event type-level

Name of the suite-level template with "Varies" appended

Name of the event type-level template

All items in the template invalid

Following the above display rules, but appending "invalid" after the template name.

No items in the template

Following the above display rules, but appending "No item" after the template name.

Assign Par Stock Template to Account

Assigning par stock templates to temporary guest accounts is not feasible.

Only after a par stock template is assigned to an account, can it be further assigned to suites owned by that account.

To assign a par stock template to an account:

  1. Navigate to Suite Catering Templates area.

  2. From the Par Stock Templates List, select the template.

  3. From the menu on the left, select General.

  4. From the Account dropdown, select the account.

    • Temporary guest accounts are excluded from this dropdown list.To assign a template through Suite Assignments:

  5. In the Assigned column of the selected account's suite list, enable the toggle to assign the template to the corresponding suite.

  6. From the upper-right of the Par Stock Template area, select Save.