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Company Settings

Xenial Portal Settings and Tools Company Settings

Use the Company Settings editor to:

Setup the Company Profile

Xenial Portal Settings and Tools Company Settings

To setup the company profile:

  1. From the menu pane on the left, select General.

  2. In the Name field, type the company name.

  3. From the Type dropdown, select the company type.

  4. From the Business Class dropdown, select the applicable business class: Enterprise or SMB (Small Business).

  5. In the provided address fields, type the company address.

  6. From the Time Zone dropdown, select the time zone where the company is located.

  7. From the Preferred Language dropdown, select the preferred language to enable users to more efficiently interact with the application.

  8. In the Support Phone Number field, type the phone number to contact support. The site manager calls this number in the event issues arise that require assistance.

  9. From the upper-right of the screen, select Save.

Setup Product Subscriptions

Xenial Portal Settings and Tools Company Settings

To setup a product subscription for a company:

  1. From the menu pane on the left, select Subscriptions.

  2. On the line of the subscription, select the vertical ellipsis.

  3. From the popup menu, select Edit.

  4. From the product window, toggle Enabled to Yes.

    When the following subscriptions are enabled, configuration settings specific to that product are displayed:

    Product

    Settings

    Messaging

    • Core Services - Enable the desired messaging services. At least one Core Service selection is required.

    • Mobile Marketing - Toggle to Yes to enable the mobile marketing program.

    • Company Type - From the dropdown, select the company type: Enterprise or SMB(Small Business).

    • Primary Contact Name - Type the name of the primary contact for this subscription.

    Online Ordering

    Select Configure Online Ordering to access the configuration settings in Data Management.

Setup Service Subscriptions

Xenial Portal Settings and Tools Company Settings

To setup a service subscription for a company:

  1. From the menu pane on the left, select Services.

  2. On the line of the service, select the 3-dot menu.

  3. From the popup menu, select Edit.

  4. From the service window, toggle Enabled to Yes.

  5. Configure the service as needed.

Service Settings

The following table describes the configuration settings for each service.

Service

Settings

Avalara

  • Contact email - Email address for contact at Avalara.

  • Contact first name - First name of contact.

  • Contact last name - Last name of contact.

  • Link to Avalara Terms and Conditions - Avalara legal terms.

  • Agreements - Select the checkboxes to acknowledge agreement to the terms and conditions.

Citcon

  • Transaction URL - The authentication URL for the Citcon payment merchant.

Deputy

  • Access API Link - Link to the service API.

  • Access Token - Token for the service API.

These credentials are used by default if nothing is specified at the site-level.

Food Delivery Service

Toggle on the delivery services used at the company and define the following settings:

  • Delivery Service URL - The delivery service link for the company. This link is required by some Valued Partners.

  • Callback URL - (Optional) The Menu Engine link for Web site validation.

  • Order Source - From the dropdown, select the order source to associate with the delivery provider.

    This provides the ability to filter out orders from the provider on reports and designate specific menus for the provider.

Wichtig

Contact the Xenial EngOps team to setup the tokens for both links.

Loyalty

From the Loyalty Provider dropdown, select the loyalty provider to enable.

Configure the settings for the loyalty provider:

Macromatix

Specify the target FTP server credentials. The data is sent and retrieved from the server.

  • Host - The host name of the FTP server.

  • Username - The username to access the FTP server.

  • Password - The password to access the FTP server.

  • Port - The port number of the FTP server.

  • Directory - The root folder route of the FTP server.

PayPal QR Code

Select Connect Merchant to PayPal to connect and link to PayPal.

BK Loyalty Settings

Setting

Description

Environment

From the dropdown, select the environment to use.

When Custom is selected, additional fields are displayed:

  • In the Custom Merchant URL field, type the custom merchant URL.

Location Key

In the provided field, type the location key.

Order-Source Mapping

Map POS order sources to the order source values required by the loyalty provider.

Add Destination Mapping

Map POS order destinations to the order destination values required by the loyalty provider.

Paytronix Settings

Setting

Description

Provider Merchant ID

ID for the loyalty provider merchant.

Username

The username for the loyalty provider service.

Password

The password for the loyalty provider service.

Environment

From the dropdown, select the environment to use.

When Custom is selected, additional fields are displayed:

  • In the Custom Merchant URL field, type the custom merchant URL.

  • From the Mapping Style, select the desired environment for mapping.

Validate

Select Validate to validate the provided credentials

Punchh Settings

Setting

Description

Environment

From the dropdown, select the environment to use.

When Custom is selected, additional fields are displayed:

  • In the Custom Merchant URL field, type the custom merchant URL.

  • In the Custom Data Sync URL field, type the custom Data Sync URL.

Xenial Loyalty Settings

Setting

Description

Provider Merchant ID

ID for the loyalty provider merchant.

Username

The username for the loyalty provider service.

Password

The password for the loyalty provider service.

Environment

From the dropdown, select the environment to use.

When Custom is selected, additional fields are displayed:

  • In the Custom Merchant URL field, type the custom merchant URL.

Data Exclusions

If a delivery provider service does not support one or more Xenial Ordering data keys (e.g. nutritional data, modifier collections), exclude the data keys from the delivery service configuration.

Delivery services include a Data Exclusions page where the data keys to exclude from the service are identified.

To exclude a data key collection from a delivery service:

  1. From the menu pane on the left, select Data Exclusions.

  2. From the upper-right of the Data Exclusion List window, select Add Data Exclusions.

  3. From the Add Data Exclusions window, select the data keys to exclude.

  4. From the lower-right of the Add Data Exclusions window, select Add # Exclusions.

To exclude a custom data key from a delivery service:

  1. From the menu pane on the left, select Data Exclusions.

  2. From the upper-right of the Data Exclusion List window, select Add Custom Data Exclusion from the dropdown.

  3. In the Value field, type the data key to exclude.

  4. From the lower-right of the Add Custom Data Exclusion window, select Add Custom Exclusion.