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Events

Huomaa

The Events editor is only available when Event-Based Accounting is enabled for the company by the system administrator.

Use the Events editor to create and manage user-defined calendar events that influence or affect sales and business operations at one or more sites. Examples of events include: Football Game, Banquet, Highway Construction.

Create Event

Xenial Portal Events

To create an event:

  1. From the Events homepage, select Create Event.

    The following introduces the sections of the Events editor.

    Section

    Description

    General

    Define general settings about an event, including its name, price point, and sales start time.

    Availability

    Define availability settings for an event, including the applicable sites.

    Appearance

    Select images to display in the SuiteSpot Ordering app for this event.

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

General

To define general settings for an event:

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

  2. From the General page of the event record, define the following:

    Setting

    Description

    Event Name

    Type the name of the event.

    This is the name that is displayed on the Suite Catering Admin Portal, which is used by venue staff.

    Event Display Name

    Type the name that is used to identify the event on SuiteSpot, which is designed for end users.

    If this field is left blank, then the Event Name field value is displayed on SuiteSpot.

    Description

    Type a description of the event.

    Event Type

    From the dropdown, select the event type.

    To create event types, see Event Types.

    Price Point

    From the dropdown, select the price point to associate with this event.

    To charge the base price for all products for this event, select Base Price.

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

    Define price points using the Price Points editor.

    ADO Price Point

    From the dropdown, select the Advanced Day Ordering (ADO) price point to associate with this event.

    To charge the base price for all products for this event, select Base Price.

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

    Status*

    From the dropdown, select the current status of the event: Pending, Open, or Closed.

    *When subscribed to Xenial Venues Inventory, status options are limited by the stand worksheet status.

    Event Date

    Select the calendar icon to select the date when the event is scheduled to occur.

    Sales Start Time

    Select the clock icon to select the time of day when product sales are scheduled to begin at the event.

    Sales End Time

    Select the clock icon to select the time of day when product sales are scheduled to end at the event.

    Event Start Time

    Select the clock icon to select the time of day when the event is scheduled to begin.

    *Display in SuiteSpot

    Toggle Yes for access to the event from the SuiteSpot Ordering app

    *Only appears when subscribed to Xenial Suite Catering.

    Sync ADO Orders to POS ahead of Sales Start

    Toggle Yes to automatically sync the Advanced Day Ordering (ADO) orders to the POS prior to the scheduled Sales Start Time.

    Toggle No not to automatically sync the ADO orders to the POS.

    Number of Hours prior to Sales Start

    Type a time frame to sync the ADO orders to the POS prior to the Sales Start Time.

    This field is only displayed when Sync ADO Orders to POS ahead of Sales Start is toggled to Yes.

Advanced Day Ordering (ADO)

From the Advanced Day Ordering (ADO) section of the General page, define the following:

Setting

Description

Cutoff Date

Type the cutoff date for advanced day ordering -OR- select the calendar icon to select a date from a popup calendar.

Cutoff Time

Type the cutoff time for advanced day ordering -OR- select the clock icon to select a time from a popup clock.

Transition Cutoff Date

(Optional) Type the date to transition to the selected Transition Menu -OR- select the calendar icon to select a date from a popup calendar

Transition Cutoff Time

(Optional) Type the time to transition to the selected Transition Menu -OR- select the clock icon to select a time from a popup clock.

Transition Menu

From the dropdown, select the menu to transition to when the defined cutoff date/time is reached.

Event Day Ordering (EDO)

From the Event Day Ordering (EDO) section of the General page, define the following:

Setting

Description

Start Date

Type the date when EDO starts -OR- select the calendar icon to select a date from a popup calendar.

Start Time

Type the time when EDO starts -OR- select the clock icon to select a time from a popup clock.

End Date

Type the date when EDO ends -OR- select the calendar icon to select a date from a popup calendar

End Time

Type the time when EDO ends -OR- select the clock icon to select a time from a popup clock.

Availability

To define availability settings for an event:

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

  2. From the Condition dropdown, select the applicable condition:

    • All Sites - The event is added for all sites in the company. No further steps are required.

    • Only the Following - The event is only added for the sites selected in the Sites section below.

    • Exclude the Following - The event is added for all sites in the company EXCEPT for the sites selected in the Sites section below.

    The selected condition influences the necessity to select specific sites. If the Sites section is visible, continue step 3.

    If the Sites section is not visible, continue to Appearance.

  3. From the upper-right of the Sites section, select Add Sites.

  4. From the Site Selector, select the sites.

  5. From the lower-right of the Site Selector, select Select Site(s).

  6. From the upper-right of the Availability area, select Save.

Appearance

To select images to display in the SuiteSpot Ordering app for this event:

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

  2. From the Event Images section, select a SuiteSpot app display component.

  3. From the Event Images action bar, select Edit.

  4. In the Description field, type a name or description of the image.

  5. From the Image Source field, select the source of the image:

    Field

    Description

    Image Source

    Select the source of the image:

    In the Address field, type the URL for the image file.

    Upload Image

    Upload an image to the cloud.

    Select Choose File to locate and select the image file.

    The image is displayed in the Preview section. Select the image to zoom in.

    Huomaa

    All Image Sets with a Usage type of Product are listed in this section. To add an Image Set, use the Image Sets editor.

  6. From the lower-right of the Edit Event Image window, select Save.

Edit Event

Xenial Portal Events

To edit an event:

  1. From the list of events on the Events page, locate the event.

  2. From the right of the event, select the 3-dot menu.

  3. From the 3-dot menu, select the desired option. The available options are determined by the current status of the event.

    Option

    Description

    Edit

    Edit the settings of the event.

    Open Event

    Change the status of a Pending event to Open.

    Close Event

    Change the status of an Open event to Closed.

    View

    View the event details.

    Delete

    Delete the event.