Create a Tag Ordering Rule

The following describes how to create custom ordering rules based on product tags. Examples of ordering rules include:

  • Drink for Every Entree on an Order - Order taker must add a drink for every entree that is added to an order.

  • Drink for Every Entree on an Order Segment - Order taker must add a drink for every entree that is added to an order segment.

  • Drink for Every Order Segment - Order taker must add a drink for every order segment that is added to an order.

  • Drink for Every Guest - Order taker must add a drink for every guest on an order.

To create a tag ordering rule:

  1. From the Xenial Portal, select Data Management.

  2. From the Ordering Settings menu, select Settings.

  3. Select Tag Ordering Rules.

  4. Select New Rule.

  5. Configure the record as needed.

Define General Options about a Tag Ordering Rule

Xenial Portal Data Management Ordering Settings Settings Tag Ordering Rules

To define general options about a tag ordering rule:

  1. Locate the General Options section of the tag ordering rule.

  2. In the Rule Name field, type a name for the tag ordering rule.

  3. Set the Active toggle to Active to activate the tag ordering rule at the site.

    • Multi-site users: Select the globe icon located to the right of the field to define values for each site.

Define Tag Ordering Rule Conditions

Xenial Portal Data Management Ordering Settings Settings Tag Ordering Rules

To define the conditions that trigger a tag ordering rule:

  1. Locate the Conditions section of the tag ordering rule.

  2. From the Validate Against field, select the order component that the tagged items are validated against:

    • Items In Order - Validate against all items on the order.

    • Items In Segment - Validate against all items in an order segment.

    • Segments - Validate against all segments added to an order.

    • Guests - Validate against the Guest Count of an order.

  3. From the Conditional Tag dropdown, select the product tags that trigger the rule.

    • This field is not used when Segments or Guests is selected from the Validate Against field.

  4. From the Enforce Tag dropdown, select the product tags that are required for an order if the conditional tags are met.

    • A description of the defined conditions is displayed in the blue field.

Examples

The following are examples of tag ordering rule conditions.

Validate Against

Items In Order

Conditional Tag

Dinner Combos

Enforce Tag

Desserts

When an item with the Dinner Combos tag is added to an order, the order taker must add an item with the Desserts tag.

Validate Against

Items In Segment

Conditional Tag

Kids Meals

Enforce Tag

Beverages

When an item with the Kids Meals tag is added to an order segment, the order taker must add an item with the Beverages tag to the order segment.

Validate Against

Segments

Enforce Tag

Entrees

An item with the Entrees tag must be added to each order segment.

Validate Against

Guests

Enforce Tag

Beverages

An item with the Beverages tag must be added for each guest on an order.

Define Prompt Options for a Tag Ordering Rule

Xenial Portal Data Management Ordering Settings Settings Tag Ordering Rules

To define prompt options for a tag ordering rule:

  1. Locate the Prompt Options section of the tag ordering rule.

  2. From the Allow Rule Bypass field, select the desired option.

    • Never - The order taker can never bypass the rule.

    • Always - The order taker always has the option to bypass the rule.

    • Permission Only - Employees with the role permissions for this feature can bypass the rule.

  3. In the POS Prompt field, type the message to display to the order taker at the POS.

    • A preview of the message is displayed in the blue field.

    • The message can contain up to 256 characters.

    • From the Add Messaging Variable dropdown, select any optional variables to include in the message.

      • Remaining Item Count - Display the number of enforced items the order taker must add before the rule is satisfied.

      • Segment Names - The name of the segments that require item selections.

      • First Conditional Tag - The name of the first conditional tag selected for the rule.

      • First Enforce Tag - The name of the first enforce tag selected for the rule.