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Site Preferences

Xenial Portal Data Management Ordering Settings Settings Preferences

To define site-specific settings:

  1. From the Preferences homepage, select Edit site preferences.

  2. From the Site Selector, select the sites to update. Select up to five hundred (500) sites.

  3. From the Site Preferences page, define the settings in the following sections:

    Section

    Description

    Inventory

    Select the Cost Method to determine the cost of inventory items on reports.

    Email Server Settings

    Select an email server configuration.

    General

    Define general Ordering application settings including Starting Drawer Amount and EOD settings.

    Health Services

    Define system application log levels.

    Liability Items

    Define settings for liability items, such as gift cards.

    Liability item sales are registered when guests redeem the liability items to purchase products.

    Loyalty

    Define customer loyalty program settings.

    Notification Service

    Identify the channel that is used by the Data Notification Service.

    Ordering Application

    This section consists of a number of subsections that include settings for various aspects of the Ordering application.

    Payments

    Define settings related to Store and Forward (SAF) offline transaction processing.

    Regional Settings

    Define number formatting and currency settings for the respective region.

    Tax

    Define rounding and print settings for applied tax at the POS.

    Tips and Gratuity

    Define customer tips and gratuity settings.

  4. From the upper-right of the Site Preferences page, select Apply to apply the defined settings.

Note

To define default company settings, see Company Preferences.

Inventory

From the Back OfficeInventory section, select the Cost Method to determine the cost of inventory items on reports:

Method

Description

Moving Average

The average item cost based on historical transactions.

Standard Cost

The defined standard item cost.

Last Purchase Cost

The cost at which the items were last purchased.

Email Server Settings

From the Email Server Settings section, select an email server configuration.

From the Use Default Email Server dropdown, select the applicable option:

Option

Description

Default

Use the default email server configuration.

Custom

Define a custom email server configuration.

When Custom is selected, the following additional settings are displayed:

Simple Email Settings

Setting

Description

Name

Type a name for the email server to use as a reference.

SMTP Email Server

Identify the SMTP email server (e.g. SMTP.Gmail.com).

Send As Email

Type the email address from which emails are sent.

Advanced Email Settings

Setting

Description

SMTP Server Port

Identify the port for the SMTP email server.

Connection Time Out (milliseconds)

Type the number of milliseconds to establish a connection before timing out (1000 milliseconds = 1 second).

SMTP Authentication Type

From the dropdown, select the type of authentication used.

Use SSL

Select this option if SSL security is used.

Domain

Identify the domain that is used after the @ symbol in the email address.

Username

Type the username for the account (if applicable).

Password

Type the password for the account (if applicable).

BCC

Type the email address for the blind copy email (if applicable).

General

From the General section, define general Ordering application settings:

Setting

Description

Money Precision

From the dropdown, select the number of decimal places to use when displaying currency values.

Rounding Method

From the dropdown, select the desired method for rounding numbers:

  • Up - Round up to the specified number of decimal places.

  • Down - Round down to the specified number of decimal places.

  • Nearest - Round to the nearest whole number.

End of Business Day Time

Type the time of day to run EOD.

Settle Batch During Terminal EOD

Select this option to settle the credit card batch as part of the EOD process.

Default Weight Format

From the dropdown, select the default weight format to use when a cashier weighs a product.

One Day Ahead Of System Date

Select this option to advance the business date one day ahead of the system (calendar) date as part of the EOD process.

  • Advancing the business date ahead of the system date is valuable in 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.

Seamless End of Business Day

Select this option 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 sites that are open 24 hours and in sites where the business date advances during business hours.

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

Print Drawer Report on Terminal EOD

Select this option to automatically print the Drawer Report during EOD for each terminal.

Starting Drawer Amount

Configure the currency amount to start each drawer session:

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

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

NTP Server

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

Order Purge

In the Hours field, type the number of hours to retain committed orders before purging them from the terminals to avoid system overload.

Order Rules

See Order Rules below.

Order Rules

The following describes the settings in the Order Rules subsection.

Setting

Description

Order Number Calculation Method

From the dropdown, select the method to use to determine order number length:

  • Order Number Length - All order numbers have the same length.

    • Order Number Maximum Length - Type the maximum order number length in digits.

  • Sequence Number Length - The length of the order number depends on the Terminal Number. This method assures that an order number is never duplicated across terminals.

    • Sequence Number Maximum Length - Type the maximum length of the sequence number to append to the terminal number.

Order Number Prefix

Type the desired number to prefix each order number. The maximum prefix length is 3 digits.

Order Number Filler

Type the desired number to use as filler for order numbers (when necessary). The maximum filler length is 1 digit.

Order Source Configuration

Associate order sources with specific origins.

From the Default Order Source dropdown, select the default order source to associate with each origin listed in the Origin column.

Determine Day Part By

From the dropdown, select the method for determining the day part for an order:

  • Order Created - The order is assigned to the day part when the order was created.

  • Order Closed - The order is assigned to the day part when the order was closed.

Health Services

From the Health Services section, define system application log levels:

Setting

Description

POS Log Severity Threshold

From the dropdown, select the minimum severity of logs to generate for system troubleshooting purposes.

By default, the Ordering application logs every action and sends all logs to the cloud. Most of the messages record routine events, which may or may not be useful to the individuals diagnosing issues.

Limiting the number of log files sent to the cloud also lengthens the life of terminal batteries and improves the performance speed of the Ordering application.

POS Keep Local Logs (Days)

Type the number of days to store log files on the local device.

  • Valid values: 0-3

  • The default is 3.

Liability Items

Liability item sales are registered when guests redeem the liability items to purchase products.

From the Liability ItemsGift Cards section, define settings related to liability item sales:

Setting

Description

Enable Gift Cards

Toggle Yes to enable gift card functionality at the Ordering application and access the gift card configuration settings.

Toggle No to disable gift card functionality.

Enforce Min/Max Activation Amount

Toggle Yes to enforce the defined minimum and maximum currency amounts for gift card activations.

When toggled Yes, the following fields are displayed:

  • Min Activation Amount - Type the minimum currency amount that is required to Activate or Add Value to a gift card.

  • Max Activation Amount - Type the maximum currency amount that is allowed to Activate or Add Value to a gift card.

Allow Adding Funds

Toggle Yes to allow guests to Add Value to a gift card.

When toggled Yes, the following fields are displayed:

  • Gift Card Number for Reloads - Type the gift card number to use for Reload transactions.

  • Activate Inactive Gift Card On Add Funds - Toggle Yes to automatically activate an inactive gift card when funds are added to the card.

  • Add Funds To Already Active Gift Card On Activate - Toggle Yes to automatically add the specified funds to an already active gift card if the cashier attempts to Activate the card.

Default Payment Type

From the dropdown, select the applicable payment type to associate with gift cards.

This information is used by the application to contact the gateway to verify funds.

Use Remaining Balance on Insufficient Funds

Toggle Yes to automatically apply the remaining gift card balance to the order total when the remaining balance is insufficient to satisfy the entire order total.

If toggled No, the gift card balance is NOT applied to the order total if the balance is insufficient to satisfy the entire order total.

Enable Gift Card Processing Through Xenial

Toggle Yes to enable all the gift card payment processors supported by Xenial.

Bulk Gift Card Activation

Xenial Portal Data Management Ordering Settings Settings Preferences

From the Liability ItemsGift Cards section of the Preferences editor, enable and configure bulk gift card activation:

  1. Toggle Allow Bulk Activation to Yes.

  2. From the Bulk Activation section, define the following settings:

    Setting

    Description

    Allow Bulk Activation by Card Range

    The cashier selects a gift card currency amount and then swipes/scans a starting card number and an ending card number.

    A gift card is added for the beginning number, ending number and every number in between.

    This methodology is useful when managing sequential card numbers.

    Toggle Sequential Card Range to Yes to enforce sequential card number ranges. Toggle No to allow non-sequential card number ranges.

    Allow Bulk Activation of Individually Added Cards

    The cashier selects a gift card currency amount and then swipes/scans each individual card.

    This methodology is useful when managing sequential card numbers is not practical.

    Bulk Activate Amount Shortcuts

    (Optional) Define quick currency amount selections for gift cards.

    The cashier selects an amount shortcut for quicker speed of service.

    1. Select an Amount setting.

    2. Select Edit.

    3. In the Amount field, type the currency amount.

    4. Select Done.

    Note

    At least one (1) of the following settings must be toggled Yes:

    • Allow Bulk Activation by Card Range

    • Allow Bulk Activation of Individually Added Cards

Loyalty

From the Loyalty section, define loyalty program settings:

Setting

Description

Default Item Discount

From the dropdown, select the default item-level discount for loyalty transactions.

Default Order Discount

From the dropdown, select the default order-level discount for loyalty transactions.

Reverse on Refund

Toggle On to reverse all offers and/or rewards that were redeemed on the loyalty account when the associated transaction is refunded.

Identification Methods

From the dropdown, select the method a cashier uses to identify a loyalty guest at the Ordering application:

  • Company Default - Use the method defined at the company-level with the Company Preferences editor.

  • Custom - Select custom identification methods. See Customer Identification Methods below.

Customer Identification Methods

The following is only relevant when Custom is selected from the Identification Methods dropdown.

From the Customer Identification Methods section, select the methods a cashier can use to identify a loyalty guest at the Ordering application:

  1. Select Add Methods.

  2. From the Choose Customer Identification Methods window, select the identification methods.

  3. Select Add Method(s). The selected methods are listed in the Customer Identification Methods section.

Configure the selected identification methods:

  • Toggle Allows Redemption to Yes if the guest is allowed to redeem stored value funds on the account when this identification method is used.

  • To set a default ID method: On the row of the method, select the 3-dot menu, and then select Make Default from the dropdown.

  • To remove an ID method from the list: On the row of the method, select the 3-dot menu, and then select Remove from the dropdown.

Notification Service

From the Notification Service section, identify the channel that is used by the Data Notification Service:

Setting

Description

Notification Channel

From the dropdown, select the desired notification delivery option:

  • Email - Notifications are delivered via email.

  • SMS - Notifications are delivered via a Short Message Service or "text message".

  • Push - Notifications are delivered via push notification (a popup message on a mobile device).

Ordering Application

The Ordering Application section consists of the following subsections. Select a section name to access its respective settings:

Section

Description

Access

Employee login and time clock settings.

Advanced Settings

DataSync and UDP multicast settings.

Camera Settings

POS camera settings for item scanning.

Company Logo

Customize the Ordering application logo.

Drawer

Cash drawer settings.

Kitchen Settings

Settings related to Xenial Kitchen Management (XKM) settings.

Ordering

Settings related to Ordering application procedures.

Printing

Customer receipt printing settings.

Time and Attendance

Define how employee schedules and attendance rules are enforced.

Workflows

Select Ordering application workflows.

Access

From the Ordering ApplicationAccess section, define the following settings:

Setting

Description

Auto Logoff

Automatically log off the user from the terminal after a specified amount of time of inactivity.

  • In the Logoff Timeout (seconds) field, type the number of seconds of inactivity that must pass before a user is automatically logged off.

  • From the With Open Order dropdown, select the desired option:

    Option

    Description

    Suspend Order and Log Out

    (default) If an order is open when the Logoff Timeout value expires, the order is suspended and the user is logged off.

    Do not Log Out

    If an order is open when the Logoff Timeout value expires, the user is NOT logged off.

Sign-in Method

From the dropdown, select the desired method for signing in to the Ordering application:

Method

Description

Combo

Type the User ID and PIN on the same screen.

Complex

Type the User ID on the first screen, and the PIN on the second screen.

User ID Only

A PIN is NOT required. Type the User ID only to sign-in to all POS authentication screens, including approval popups. The User ID is masked.

Prompt Table Number/Name

From the dropdown, select the type of prompt to display with each order:

Type

Description

None

Do not prompt for a table number or a customer name.

Name

Prompt for a customer name.

Number

Prompt for a table number.

Employee Password Expires

Define an expiration period for passwords used to access the Ordering application.

In the Expiration Period (days) field, type the number of days a password remains valid before the employee is required to change it. The maximum value is 999.

Time Clock Enabled

Select this option if clock in/out functionality is used to track employee shifts and the number of hours worked.

Select the desired time clock options:

Option

Description

Enable Time Clock For Salaried Employees

Enable the Clock In/Out function for salaried employees.

Enable Breaks

Enable the Break In/Out function for employees. Select the desired options:

  • Select Break Type - Require employees to select a break type on break out.

  • Prevent Early Break End - Prohibit returning from break before the allotted time.

  • Prevent Break Out with Open Orders - Prohibit breaks when the employee is assigned to any open orders.

  • Print Chit on Break Start - Print break out details at the start of a break.

  • Print Chit on Break End - Print break in details at the end of a break.

Auto Clock Out on EOD

From the dropdown, select a clock out option when End of Day is processed:

  • None - (Default) Do not automatically clock out any employees.

  • Clock Out all Employees during EOD - Automatically clock out all employees.

Prevent Clock Out with Open Drawers

Prohibit clocking out if the employee is assigned to an open drawer.

Prevent Clock Out with Open Orders

Prohibit clocking out if the employee is assigned to any open orders.

Print Chit on Clock In

Print clock in details when an employee clocks in.

Print Chit on No Sale

Print a chit when a No Sale is performed.

The printed chit includes the date/time, Register ID, Drawer ID, employee name, and the amount of time the physical drawer remained open.

Enable Floor Plans

Enable the use of the table service floor plan feature.

Enable Bar Tabs

Enable the order taker to open bar tabs for customers.

In the Pre-Auth Amount field, type the currency amount to preauthorize a credit card when opening a bar tab.

Restrict Updates to Split Orders After Elapsed Time

Prohibit the user from modifying items and performing actions on a split order after a certain amount of time has elapsed.

Prohibited Item Actions

  • Change Price

  • Change Quantity

  • Combo

  • Comment

  • Convert

  • Detailed Info

  • Duplicate

  • Kitchen Hold

  • Move

  • Share

  • Split and Modify

Prohibited Item Manipulations

  • Add/delete modifiers or child items.

  • Change item quantities.

  • Change size variations.

  • Increase the quantity of existing items.

  • Add a new item.

  • Select a menu category.

Prohibited Order Actions

  • Gift Cards

  • Order Segments

  • Quantity

  • Split Order

  • Suspend Order

In the Elapsed Time (seconds) field, type the number of seconds to wait after an order is split before the split order restrictions are enforced. The default value is 1800.

Advanced Settings

From the Ordering ApplicationAdvanced Settings section, define the following settings:

Setting

Description

Enable UDP Multicast

Toggle On if the router uses different subnets (multicast). Enable this toggle to setup an environment where the POS and Kitchen applications operate on different subnetworks.

In the Multicast IP Address field, type the multicast IP address configured for the router OR type the IP multicast address range.

Sync POS Data

From the dropdown, select the desired option for the synchronization of data between POS terminals. Selective data synchronization optimizes application performance.

  • Sync All - Synchronize all data between the POS terminals.

  • Do Not Sync - Do NOT synchronize any data between the POS terminals.

  • Sync Only Selected Collections - Synchronize only selected data types between the POS terminals.

    When this option is selected, a list of data types is displayed. For each data type to include in data synchronization, toggle Available to Yes.

Camera Settings

From the Ordering ApplicationCamera Settings section, define the following settings:

Setting

Description

Make Camera Default Scanning Device

Toggle On to automatically launch the integrated camera for supported functions and item scanning.

Feature List

Toggle On the desired features to allow the cashier to use an integrated camera with that feature.

Company Logo

From the Ordering ApplicationCompany Logo section, select the logo to display on the Ordering application.

Use Xenial Logo

From the dropdown, select Use Xenial Logo to display the Xenial logo on the Ordering application.

The Image URL field contains the URL of the logo file on the S3 Bucket. This field cannot be edited.

Specified Logo

To display a custom logo on the Ordering application:

  1. From the dropdown, select Specified Logo.

  2. To the right of the dropdown, select Change.

  3. From the Source dropdown, select the desired option:

    Option

    Description

    Upload Image

    Upload an image file from the local computer or network. The maximum file size when uploading an image is 2MB.

    Select Choose File to locate and select the desired file.

    URL

    Specify the URL of the image file.

    In the Address field, type the URL or file path of the desired file.

  4. From the lower-right of the Select Logo window, select Done.

Drawer

From the Ordering ApplicationDrawer section, define the following cash drawer settings:

Setting

Description

Capture Bag ID on Drawer Start

Toggle On to enable the user to manually input a bag ID at the start of each drawer session.

Associating a bag ID with a drawer session enables the site to track:

  • The bag that funded the drawer session.

  • The bag that received ending funds from the drawer session.

Blind Drawer Counts

When toggled On, the drawer session sales total is NOT displayed to the employee when they close a drawer and perform a drawer count. The expected drawer amount is only displayed after the employee enters their manual count.

  • The "Cash Expected" and "Variance" totals are not displayed in the Cash Over/Short section of the Drawer Audit Report.

  • By not allowing visibility to the sales totals, this loss prevention feature prevents employee theft when the actual amount in the drawer is greater than the expected amount.

  • This setting does not affect the Count Drawer - Variance screen.

Force Recount on Significant Variance

When toggled On, employees are forced to recount a drawer if the variance between the expected amount and the actual amount exceeds a specified value.

When toggled On, define one or both of the following values:

  • Variance Amount - Type the currency amount that triggers a recount.

    If the variance between the expected amount and the actual amount is equal to or greater than this amount, the employee is forced to perform a recount.

  • Variance Percent - Type the percentage that triggers a recount.

    If the variance between the expected amount and the actual amount is equal to or greater than this percentage, the employee is forced to perform a recount.

This feature allows for error correction without exposing the variance to the employee who counts the drawer.

If the variance exceeds the specified value or percentage after the employee performs a recount, the employee is not prompted to recount the drawer a third time.

Cash Threshold

Type the maximum currency amount a drawer can contain before the cashier is prompted to perform a Cash Pull transaction.

To allow an unlimited amount and NOT prompt for a Cash Pull, type 0.

Kitchen Settings

From the Ordering ApplicationKitchen Settings section, define kitchen settings for the Ordering application:

Setting

Description

Kitchen URL

Type the URL for the kitchen API.

Send Orders to Kitchen Video

From the dropdown, select the desired method for sending orders to the kitchen application:

Method

Description

None

Do not send orders to the kitchen.

Send On Total

Send order information when the cashier selects Total or Send

This method enables the kitchen staff to prepare the food while the guest pays for their order.

Send On Tender

Send order information after the cashier tenders the order.

This method enables the kitchen staff to prepare the food after the guest pays for their order.

Send One Behind

Send order information one item behind.

Each time the cashier adds an item to an order, the previous order item is sent to the kitchen. 

This method enables the kitchen staff to prepare the food as the guest places their order.

Send On Save

Send order information to the kitchen when the cashier selects Save to save the order.

This method enables the kitchen staff to prepare the food while the guest waits to pay for their order.

Send Orders to Kitchen Printer

From the dropdown, select the desired method for sending orders to the kitchen printer:

Method

Description

None

Do not send orders to the kitchen.

Print On Total

Send order information when the cashier selects Total or Send

This method prints a kitchen chit while the guest pays for their order.

Print On Tender

Send order information after the cashier tenders the order.

This method prints a kitchen chit after the guest pays for their order.

Print On Save

Send order information to the kitchen when the cashier selects Save to save the order.

This method prints a kitchen chit while the guest waits to pay for their order.

Kitchen Lead Time for Future Orders (seconds)

Type the number of seconds before the defined Pickup Date/Time to send a future order to the kitchen.

Ordering

From the Ordering ApplicationOrdering section, define the following settings:

Setting

Description

Allow Gift Card Cash Out

Allow customers to redeem the remaining balance on their gift card for cash.

In the Maximum Cash Out Amount field, type the maximum currency amount to allow for Gift Card Cash Outs.

Modify Items After Adding

Select this option if order items are expected to be modified. The order taker is automatically prompted to select modifiers and/or fulfill bundle components after adding an item to an order.

Advance on Component Fulfillment

Select this option to enable the following feature for bundled products (combo meals):

After the order taker fulfills a bundle component, automatically display the next component. This eliminates the need to select the menu tab for the next bundle component.

Apply Automatic Discounts

Enable automatic discounts.

An automatic discount is automatically applied to orders that meet the criteria defined for the discount. The discount is not manually applied by the cashier.

Automatic discounts are applied when:

  • The cashier selects Total to proceed to the Tender screen.

  • The cashier selects Send to send the order to the kitchen.

  • The cashier selects Save to save the order.

Order Tendering Workflow

From the dropdown, select the desired workflow for tendering orders:

Workflow

Description

Amount First

The cashier types the currency value, then selects the pay type.

For example, to tender an order with $5.00 cash, the cashier types 5.00, then selects Cash.

Type First

The cashier selects the pay type, then types the currency value. 

For example, to tender an order with $5.00 cash, the cashier selects Cash, then types 5.00.

Combine Like Items

Combine identical order items on the order item listbox. This feature conserves space and makes the order easier to read.

When order items are combined, the quantity displayed next to the item name is updated accordingly.

Display Terminal Identification

From the dropdown, select the terminal identification information to display in the screen header of the ordering terminals.

  • Name - The terminal name (e.g. Line Buster).

  • Number - The terminal number.

  • Name and Number - (default) The terminal name and number.

Display Tax Exempt Prompt

Prompt the cashier to capture the customer's tax exempt ID when tendering a tax exempt order.

Log Payments

Collect all payment module messages.

These messages can be sent to an employee via the Mail Payment Log function, which is available on the Functions menu of the Ordering application.

The messages are sent from the email address that was used to access the Xenial Portal.

Notification Polling Rate

Type the desired interval (in milliseconds) at which to poll the Amazon Simple Queue Service (SQS) queue (1000 milliseconds = 1 second).

SQS is used to send messages via web service applications.

Allow Multiple Tills

Allow for the assignment of more than one drawer session to a cashier at the same time. The cashier will have the ability to transact sales on multiple tills on different terminals.

This feature is only available in Employee Banking Mode. Configure the Banking Mode for a terminal scheme from the Drawers tab of the Terminal Scheme editor.

Allow Drawer Floating

Allow cashier to move (float) their physical cash drawer from one terminal to another.

Enable Partial Payments

Allow cashiers to save and suspend orders with applied partial payments.

This enables cashiers to finalize a partially paid order at a later time and process other orders in the meantime.

Reason Capture

Select the transactions that require the cashier to select a reason code. The selected reason code explains why the cashier performed the transaction.

Print Kitchen Void Slips

Automatically print a kitchen slip when a cashier voids an order.

Prompt Another Item on Manual Entry

Prompt the cashier to enter another product barcode (PLU) after the successful manual entry of a product barcode (PLU).

  • If the cashier dismisses the prompt, the cashier is returned to the Order Entry screen.

  • If this feature is NOT enabled, the cashier is automatically returned to the Order Entry screen after the successful manual entry of a product barcode (PLU).

Prompt for table on new order

Require the cashier to select a table when entering a new order.

Prompt Sign-in

Prompt the cashier to sign in after each completed transaction.

This feature provides extra security to ensure the Ordering application is not accessed by unauthorized users.

Enable Saving Empty Orders

Allow the cashier to Save orders that do not contain any items. This feature is useful in a drive-thru environment.

Prompt for Order Information on Order Park

Require the order taker to capture customer details when the status of an order is changed to Parked.

To define the customer details the order taker must capture:

  1. Locate the Order Information section.

  2. For each item listed in the Customer/Order Information column, select the desired option:

    • No Prompt - Do not prompt the order taker to capture this information.

    • Optional - Provide the option to capture this information.

    • Required - Require the order taker to capture this information to complete the order.

Limit Order Transfer To

Select the employee jobs that are eligible for order transfers. To select all the listed jobs, select Select All.

When the user at the POS transfers an order, an employee list opens enabling the user to select the recipient of the order transfer.

The employees included on this list are determined by the Limit Order Transfer To selections.

Printing

From the Ordering ApplicationPrinting section, define the following settings:

Setting

Description

Print Declined Payment Slips

Print slips for declined payment card transactions.

Receipt Delivery Method

From the dropdown, select the preferred method for printing customer receipts:

Method

Description

No Receipt

Do NOT automatically print a receipt.

Always Print

Automatically print a receipt for each order.

Prompt

Prompt the cashier to choose whether or not to print a receipt. When selected, two additional options are available:

  • Display Print Option - Provide the cashier with the option to print a receipt.

  • Display Email Option - Provide the cashier with the option to email a receipt.

Print on Save

Automatically print a customer receipt when the cashier saves an order.

The Print on Save setting can be customized for terminal schemes.

Print Customer Receipts for Online Orders

Automatically print customer receipts for all new online orders consumed from the SQS queue. Receipts are printed for Committed orders (Paid and Unpaid).

From the Printer for Online Order Receipts dropdown, select the printer where receipts for online orders are printed.

If the selected printer is not mapped to the site, a prompt is displayed providing the option to map the printer. Verify that the printer connection settings and a receipt template are configured for the site before loading the POS application on the site terminals.

Time and Attendance

From the Ordering ApplicationTime and Attendance section, define how employee schedules and attendance rules are enforced.

Toggle Enforce Schedule to On to enforce the employee time and attendance settings:

Setting

Description

Enforce On Clock In

Require manager approval if an employee attempts to clock in before or after their scheduled shift begins.

Clock In Grace Period (minutes)

Type the number of minutes an employee may clock in before or after their scheduled shift begins without manager approval.

Enforce On Clock Out

Require manager approval if an employee attempts to clock out before or after their scheduled shift ends.

Clock Out Grace Period (minutes)

Type the number of minutes an employee may clock out before or after their scheduled shift ends without manager approval.

Workflows

From the Ordering ApplicationWorkflows section, select the workflow for EOD business operations.

To create workflows, see Workflows.

Payments

From the Payments section, define how employee schedules and attendance rules are enforced:

Setting

Description

Max SAF Amount

Type the maximum currency amount allowed for Store and Forward (SAF) offline transaction processing.

Max SAF Transactions

Type the maximum number of pending Store and Forward (SAF) offline transactions to allow at a time.

Regional Settings

From the Regional Settings section, define number formatting and currency settings for the respective region:

Locale

From the Locale dropdown, select the locale where the company is located. The selected locale determines how the date and time is formatted throughout the application.

To view date/time formatting examples for the selected locale, hover the cursor over the information (i) icon.

Tax

From the Tax section, define rounding and print settings for applied tax:

Rounding Method

From the Rounding Method section, define the following settings:

Setting

Description

Rounding Method

From the dropdown, select the desired value:

  • Up - Round up tax values to the specified number of decimal places.

  • Down - Round down tax values to the specified number of decimal places.

  • Nearest - Round tax values to the nearest whole number.

To add collective rounding tax groups:

  1. From the Rounding Method section, select Add.

  2. From the Select Tax Rates for Collective Rounding window, select the tax rates to include in the tax group.

    • Select the tax rate from the Available column, and then select the right arrow to move the tax rate to the Included column.

    • Select the double-right arrow to move ALL tax rates to the Included column.

    • Select the left arrow to move a selected tax rate back to the Available column.

    • Select the double left-arrow to move ALL tax rates back to the Available column.

Print Options

From the Print Options section, define the following settings:

Setting

Description

Print Tax Detail

Toggle On to print the name of each applied tax rate on a separate line of the customer receipt.

This feature only applies to Fixed Rate taxes. Fixed Amount taxes are not affected.

Toggle Include Tax Rate to On to print the applied tax rate next to the tax rate name.

Print Tax Message

Toggle On to print a message on customer receipts about the taxes applied to an order.

In the Tax Message field, type the message to print on customer receipts.

Tax Rates for Collective Rounding

The following provides an example of order item tax rates that are rounded collectively with other tax rates.

Consider four tax rates (6.25%, 2.75%, 1.25%, and 0.25%) where the first rate (6.25%) is configured to round independently, while the other three are rounded collectively. If an item priced at $1.99 is added to an order, the tax rates are calculated as follows:

Tax Rate

Calculation

Unrounded Total

Rounded Tax

6.25%

6.25% (0.0625) x $1.99

$0.12437

$0.12

Tax Rate

Calculation

Unrounded Total

Unrounded Sum

Rounded Tax (Down)

Rounded Tax (Up)

2.75%

2.75% (0.0275) x $1.99

$0.05472

$0.05472

N/A

N/A

1.25%

1.25% (0.0125) x $1.99

$0.02487

$0.07959

N/A

N/A

0.25%

0.25% (0.0025) x $1.99

$0.00497

$0.08456

$0.08

$0.09

Tips and Gratuity

From the Tips and Gratuity section, define settings related to customer tips and gratuities:

Setting

Description

Automatic Gratuity

To ensure the minimum tip percentage is met, configure the Ordering application to automatically apply a gratuity when a specified number of seats are added to an order. The applied gratuity is displayed in the Summary field below the order item listbox.

Select Automatic Gratuity to enable the automatic gratuity feature.

  • From the Seats Count From dropdown, select the minimum number of seats an order must include to trigger the automatic gratuity.

  • In the Gratuity Percent field, type the percentage of the order total to include as an automatic gratuity. The gratuity is calculated based on the gross order total (Subtotal + Taxes - Discounts).

Apply To Order Subtotal Pre Tax

Select this option to calculate the gratuity before tax is applied to the order subtotal.

Pay Tips

Select this option to enable the calculation for paying employee tips.

  • From the GL Account for Tips Out dropdown, select the general ledger account to use for tips that are paid to employees.

  • In the Keep Order Tips Info field, type the number of days to store tips information locally on the user's tablet.

    To NOT store tips information, type 0.

Unowned Order Owner Assignment Method

From the dropdown, select the desired method for assigning an owner to an unassigned order when the order is finalized with a tip/gratuity.

  • Drawer Session Employee - (default) Assign the order to the employee who is assigned to the drawer session.

  • Manually Selected Employee - Select the employee to assign to the order from a list of eligible employees.

Revert to Company Default Settings

Xenial Portal Data Management Ordering Settings Settings Preferences

To revert all Ordering application settings for selected sites to the default company settings:

  1. From the Preferences homepage, select Edit site preferences.

  2. From the Site Selector, select the sites to update. Select up to five hundred (500) sites.

  3. From the upper-right of the Site Preferences page, select Use Company Defaults.

  4. When prompted to confirm the operation, select OK.