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Create a Currency Scheme

Companies can define the currency denominations used at their stores. The defined currency scheme is used in Ordering application functions such as tendering orders and counting drawers.

To create a currency scheme:

  1. From the Xenial Portal, select Data Management.

  2. From the Ordering Settings menu, select Settings.

  3. Select Currency Scheme.

  4. Select New Currency Scheme.

  5. From the menu pane on the left, select a page and define the respective settings.

Define General Settings for a Currency Scheme

Xenial Portal Data Management Ordering Settings Settings Currency Scheme

Opmerking

Fields with a red asterisk are required fields.

To create a currency scheme:

  1. From the menu pane on the left, open the General page of the currency scheme record.

  2. In the Name field, type a name for the currency scheme.

  3. In the Code field, type a code to identify the currency scheme (e.g. USD for U.S. dollars).

  4. In the Description field, type a brief description of the currency scheme.

  5. Enable the Include In Drawer Counts toggle to include the currency scheme on the Count Drawer screen of the Ordering application.

  6. In the Symbol field, type the symbol that identifies the currency scheme (e.g. $ for U.S. dollars).

  7. From the Symbol Positioning dropdown, select the option that indicates where the currency symbol is positioned in relation to the digits (e.g. Left for U.S. dollars).

  8. From the Precision field, select the smallest measuring unit for the currency scheme (e.g. 0.00 for U.S. dollars).

Belangrik

The Is Default toggle is disabled. Identify the default currency scheme for the company in the Regional Settings section of the Default Company Preferences editor.

Please see Define Regional Settings for more details.

Define Availability Settings for a Currency Scheme

Xenial Portal Data Management Ordering Settings Settings Currency Scheme

To define availability settings for a currency scheme:

  1. From the menu pane on the left, open the Availability page of the currency scheme record.

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

  3. Set the Active toggle to Active if the currency scheme 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.

Define Denomination Settings for a Currency Scheme

Xenial Portal Data Management Ordering Settings Settings Currency Scheme

From the menu pane on the left, open the Denominations page of the currency scheme record to define denomination settings.

Bank Notes

Add a record for each type of bank note that is used in the currency scheme.

  1. Locate the Bank Notes section.

  2. Select Add Note.

  3. In the Name field, type the name of the bank note.

  4. In the Value field, type the bank note value (e.g. 1 for U.S. Ones).

  5. Select the Show As Quick Payment Button option to include a Quick Payment button for the bank note on the Tender screen of the Ordering application.

  6. Select Done.

Coins

Add a record for each type of coin that is used in the currency scheme.

  1. Locate the Coins section.

  2. Select Add Coin.

  3. In the Name field, type the name of the coin.

  4. In the Value field, type the bank note value of the coin (e.g. 0.25 for U.S. Quarters).

  5. Select the Show As Quick Payment Button option to include a Quick Payment button for the coin on the Tender screen of the Ordering application.

  6. Select Done.

Cash Rounding

Define cash rounding settings for the denomination.

  1. Locate the Cash Rounding section.

  2. Set the Enable Cash Rounding toggle to allow the cashier to round pay type currency up/down to predefined amounts. The rounding adjustment is displayed on the:

    • Order Summary section of Order History.

    • Change Due screen.

    • Guest Check and receipt.

    • Drawer Audit, Employee Audit and Sales Detail Reports.

  3. From the Rounding Method dropdown, select the method to use to round currency values:

    • Round Up - Round currency values up to the target value.

    • Round Down - Round currency values down to the target value.

    • Nearest - Round currency values to the nearest target value.

  4. In the Rounding Target Value field, type the target decimal value. For example, to round currency values to the nearest quarter value, type 0.25 in this field.