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Xenial Product Documentation

Stand Worksheet

The Stand Worksheet pulls data from Xenial Cloud Portal, Data Management, and Venues Inventory. This data includes, but is not limited to Event, Site, Recipe, and Inventory information.

To use the stand worksheet, it is necessary to first enable the service and then set permissions.

Formula Versions

On of February 1, 2024, Xenial Venues Inventory updated Stand Worksheet Formulas.

Pre existing stand worksheets are not affected by this update—these worksheets are regarded as Version 1 and will continue to use Version 1 formulas.

All newly created stand worksheets use the updated formulas.

Stand Worksheet formula updates* include:

  • Receipt Total does not include Total Discounts

  • Terminal Sales do not include Cash Count

  • Receipt Total includes Cash Count

  • Price Adjustment does not include Refunds

*Updates also reflected in Xenial Stand Worksheet Reporting.

Enable Stand Worksheet

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

To enable Stand Worksheet functions for the site(s):

  1. Navigate to Data Management.

  2. From the menu on the left, select the following: Ordering Settings+Settings+Preferences.

  3. From the Preferences menu, select Edit Site Preferences.

  4. From the Site Selector menu, select the site(s).

  5. From the Site Preferences menu, select Back Office to expand the menu.

  6. From the Back Office menu, select Inventory to expand the menu.

  7. From the Inventory menu, select the checkbox for Stand Worksheet.

  8. From the upper-right of the Site Preferences menu, select Apply.

Stand Worksheet Permissions

Xenial Cloud Portal User Management Roles

To limited Stand Worksheet access, select individual permissions.

Permission

Description

Stand Worksheet

Provides access to all available Stand Worksheet permissions

Add

Create stand worksheets

View

View stand worksheets

Manage

Manage stand worksheets

Begin Count

View Begin Count column

Expected QTY

View the Expected Quantity column

Adjustment

View the Adjustment column

Approve or Edit a Stand Worksheet

Xenial Cloud Portal 4-Dot Menu Venues Inventory Stand Worksheet

To Approve or edit a stand worksheet:

  1. Navigate to Venues Inventory.

  2. From the menu on the left, select Stand Worksheet.

  3. From the upper-right of the Stand Worksheet area, choose Select Event.

  4. From the Event Selector, select the event.

  5. From the lower-right of the Event Selector, choose Select Event(s).

  6. From the Stand Worksheet area, select the desired site to view the Stand Worksheet Details page.

  7. Make necessary changes.

  8. From the upper-right of the Stand Worksheet Details page, select Accept.

    • Alternatively, select Save if future edits are necessary.

  9. From the lower-right of the Confirmation, select Yes.

Print Opening Sheets

Xenial Cloud Portal 4-Dot Menu Venues Inventory Stand Worksheet

To print an opening worksheet:

  1. Navigate to Venues Inventory.

  2. From the menu on the left, select Stand Worksheet.

  3. From the upper-right of the Stand Worksheet area, select Print Opening Sheets.

  4. From the Print Opening Sheets popup, use the Event dropdown to select the event.

  5. From the lower right of the Print Opening Sheets popup, select Print.

Create New Stand Worksheet

Xenial Cloud Portal 4-Dot Menu Venues Inventory Stand Worksheet

To create a new stand worksheet:

  1. Navigate to Venues Inventory.

  2. From the menu on the left, select Stand Worksheet.

  3. From the upper-right of the Stand Worksheet area, select New Stand Worksheet.

  4. From the Site Selector popup, select the site.

  5. From the lower right of the Site Selector popup, select Create.

Things to Know

Xenial Cloud Portal 4-Dot Menu Venues Inventory Stand Worksheet

When a site processes a transaction after closing a stand worksheet, but prior to the start time of event sales, the transaction appears in the Post Closure Sales field—if this post closure sale contains a discount, it is reflected in the Post Closure Discounts field.