Define General Ordering Application Settings

Nota

Fields with a red asterisk are required.

To define site-specific Ordering application settings:

Xenial Portal Data Management Ordering Settings Settings Preferences Edit site preferences

  1. Open the General section (if necessary).

  2. From the Money Precision dropdown, select the number of decimal places to use when displaying money values:

    • Zero Decimal Places (e.g. $1, $8, $20)

    • Two Decimal Places (e.g. $1.00, $8.25, $20.09)

    • Three Decimal Places (e.g. $1.005, $8.251, $20.098)

  3. From the Rounding Method dropdown menu, select the desired method for rounding numbers.

    • Up - Numbers are rounded up to the specified number of decimal places.

    • Down - Numbers are rounded down to the specified number of decimal places.

    • Nearest - Numbers are rounded to the nearest whole number.

  4. In the End of Business Day Time field, type the time of day to run EOD automatically.

  5. Select Settle Batch During Terminal EOD to settle the current credit card batch during EOD.

  6. From the Default Weight Format dropdown menu, select the default weight format to use when a cashier weighs a product. The available values include:

  7. Select One Day Ahead Of System Date to advance the business date one day ahead of the system (calendar) date when automated EOD is processed.

    • Advancing the business date ahead of the system date is valuable in store environments where the business date advances during business hours. 

    • In environments where EOD is processed in the early morning hours, the default behavior is to advance the business date to equal the calendar date.

  8. Select Seamless End of Business Day to enable the Seamless EOD feature.

    • This is an optional feature that enables cashiers to continue entering orders and processing transactions without interruption when EOD is executed.

    • This feature is valuable in stores that are open 24 hours and in stores where the business date advances during business hours.

    • Select Auto Count Closed Drawers to automatically count closed drawer sessions during EOD.

  9. In the Starting Drawer Amount section, configure the dollar amount that is used to start each drawer session.

    • Set the Include in Counts toggle to On to include the Starting Drawer Amount in cash counts and cash total calculations. The Starting Drawer Amount is displayed on the Count Drawer - Variance screen.

    • In the Starting Amount field, type the dollar amount that is used to start each drawer session.

  10. From the NTP Server dropdown menu, select the NTP server that the company uses to synchronize clocks between computer systems over data networks.

  11. Open the Order Purge section to access the Hours field. In the Hours field, type the number of hours to retain committed orders before purging them from the terminals to avoid system overload.

  12. Open the Order Number Format section and define the following values:

    • In the Maximum Length field, type the maximum order number length in digits.

    • In the Prefix field, type the desired number to prefix each order number. Maximum length is 3 digits.

    • In the Filler field, type the desired number to use as filler for order numbers (when necessary). Maximum length is 1 digit.

  13. Open the User PIN Length section to access the following settings:

    • Select PIN Length Limitations Option to enforce minimum and maximum character length limitations on employee PINs. When this setting is selected, the following fields are displayed:

      • In the PIN Length Min Value field, type the minimum number of digits for employee PINs. Default is 4.

      • In the PIN Length Max Value field, type the maximum number of characters for employee PINs. Default is 8.