Define Availability Settings for a Product

Xenial Portal Data Management Ordering Settings Products Product List

Define availability settings for a product, including:

  • Availability at each site

  • Availability restrictions by order source (e.g. Mobile App, Web Site, Restaurant Terminal)

Define Product Availability

Xenial Portal Data Management Ordering Settings Products Product List

To define the availability of a product:

  1. From the pane on the left, open the Availability page of the product record.

  2. From the Availability page, locate the Availability section.

  3. Set the Active toggle to Active if the product is currently available to be sold.

    • Multi-site users: To the right of the field, select the globe icon to define values for each site.

  4. Set the Forbid Adding Via Lookup toggle to On to prevent the order taker from adding this product to an order from the Product Lookup screen.

Restrict Product Availability by Order Source

Xenial Portal Data Management Ordering Settings Products Product List

Restrict product availability by order source (e.g. Mobile App, Web Site, Restaurant Terminal). For example, the availability of alcoholic beverages is restricted to orders placed at the Restaurant Terminal.

Product availability restrictions are enforced in the following areas of the Ordering application:

  • Product Lookup.

  • Item Menus.

  • Item Modifier Menus.

A toast notification is displayed on the terminal to inform the order taker when a product is not available.

To restrict a product's availability by order source:

  1. From the pane on the left, open the Availability page of the product record.

  2. From the Availability page, locate the Order Sources section.

  3. Toggle Allow Order Source Restriction to On.

  4. Set the Available toggle to No for each order source where sales of the product are not available.

    The Available toggle is set to Yes for each listed order source by default.

Nota

Order source records are created using the Order Source editor, which is accessible from the following menu:

Xenial Portal Data Management Ordering Settings Settings