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Gift Card

To create a gift card:

  1. From the Xenial Portal, select Data Management.

  2. From the Ordering Settings menu, select Products.

  3. From the Products menu, select Product List.

  4. From the Product List homepage, select New Product.

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

    The following introduces the pages of the Product List editor.

    Page

    Description

    General

    Define general settings about a product including naming and reporting categories.

    Availability

    Define availability settings by site and order source.

    Price

    Define pricing settings for a product including tax.

    Ordering Options

    Define general ordering options for a product including its guest count.

    Appearance

    Configure the appearance of the product on the Ordering application menus.

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

General

Xenial Portal Data Management Ordering Settings Products Product List

From the General page of the Product List editor, define general settings about a product, including:

  • Naming - Specify how the product is identified on the Ordering application.

  • Reporting - Assign product records to reporting categories to group associated products together on reports.

  • Product Tags - Identify a group of products by an assigned tag when configuring bundled components, pricing rules, and other record types in Data Management.

  • Taxation - Assign a tax group to a product to identify the tax rate to apply to the product price.

  • Additional Information - Provide more descriptive information about the product and define alternate price lookup codes (PLUs).

Naming

To specify how the product is identified by name:

  1. From the General page, locate the Naming section.

  2. In the Formal Name field, type the default name of the product.

  3. In the ID field, type a price lookup code (PLU).

    • The PLU is an identification code used to improve the accuracy of inventory control.

  4. From the Item Type dropdown, select Gift Card.

Reporting

To assign the product to reporting categories:

  1. From the General page, locate the Reporting section.

  2. From the Major Category dropdown, select the major reporting category.

    • Select New Major Category to add a new category.

  3. From the Minor Category dropdown, select the minor reporting category.

    • Select New Minor Category to add a new category.

Product Tags

To assign a tag to a product:

  1. From the General page, locate the Product Tags section.

  2. From the Tags dropdown, select the tag(s).

    Suggerimento

    To quickly locate an existing tag, type the name in the Tags field.

To assign a tag to a product:

  1. In the Tags field, type the tag name.

  2. From the dropdown, select (Add New).

    Nota

    Review the existing tags to ensure that the new tag is necessary and that it confirms with the naming convention of other tags.

Taxation

To assign a tax group to a product:

  1. From the General page, locate the Taxation section.

  2. From the Product Tax Group dropdown, select the tax group.

    Nota

    The Product Tax Group dropdown is populated with records created using the Product Tax Groups editor.

Additional Information

To provide more descriptive information about the product:

  1. From the General page, locate the Additional Information section.

  2. In the Item Description field, type a detailed description of the item. This detailed item description is provided to customers when placing an order online.

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

Alternate PLUs

To create alternate price lookup codes (PLUs) for a product:

  1. From the General page, locate the Alternate PLUs section.

  2. Select Create.

  3. In the provided field, scan or type the PLU barcode.

  4. From the lower-right of the Create widow, select Done.

Availability

Xenial Portal Data Management Ordering Settings Products Product List

Define availability settings for a gift card, including:

Product availability restrictions are enforced in the following areas of the Ordering application:

  • Product Lookup.

  • Item Menus.

A toast notification is displayed on the terminal to inform the order taker when a product is not available.

Availability

To define availability settings for a product:

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

  2. Toggle Active to Active if the product 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.

  3. Toggle Forbid Adding Via Lookup to On to prevent the order taker at the POS from adding this product to an order from the Product Lookup screen.

Order Sources

To restrict a product's availability by order source:

  1. From the Availability page, locate the Order Sources section.

  2. Toggle Allow Order Source Restriction to On.

  3. Toggle Available to No for each order source where sales of the product are not available.

Price

Xenial Portal Data Management Ordering Settings Products Product List

From the Price page of the Product List editor, define pricing settings for a product, including:

  • Pricing - Specify the price to charge for a product at the Ordering application.

  • Cost - Specify the product cost when purchased from a vendor.

Pricing

To specify the product price at the POS:

  1. From the Price page, locate the Pricing section.

  2. Toggle Open Price to Yes to prompt the order taker to type the price at the POS when the product is added to an order.

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

  3. Toggle Tax Inclusive to On if all applicable taxes are included in the price.

    When enabled, tax is not applied to the price when the product is added to an order.

  4. In the Price field, type the product price.

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

  5. From the Roll Up Price dropdown, select the applicable option. The selected option determines how the product price is rolled up into a parent product price.

    Option

    Description

    Do Not Roll Up

    Do NOT roll up the price to the parent product price.

    Roll Up After Tax

    Roll up the price to the parent product price AFTER tax is applied.

    Roll Up Before Tax

    Roll up the price to the parent product price BEFORE tax is applied.

Cost

To specify the product cost when purchased from a vendor:

  1. From the Price page, locate the Cost section.

  2. In the Cost field, type the vendor cost.

Ordering Options

Xenial Portal Data Management Ordering Settings Products Product List

From the Ordering Options page of the Product List editor, define general ordering options for a product, including:

  • Quantity - Require the order taker to specify a quantity when the product is added to an order.

  • Guest Count - Specify the guest count for the product.

Quantity

To enable the quantity prompt for a product:

  1. From the Ordering Options page, locate the Quantity section.

  2. Toggle Prompt for Quantity to On to enable the quantity prompt.

Guest Count

The Guest Count indicates the number of guests to associate with an order when this product is added to an order.

To define the Guest Count for a product:

  1. From the Ordering Options page, locate the Guest Count section.

  2. In the Guest Count field, type the number of guests to associate with an order when this product is added to an order.

    • Use the +/- buttons to adjust the value as needed.

Appearance

Xenial Portal Data Management Ordering Settings Products Product List

From the Appearance page of the Product List editor, configure the appearance of the product on the Ordering application menus, including:

Menu Display Options

Define a menu caption for a product that order takers can easily understand and fits the constraints of minimum button sizes.

  1. From the Appearance page, locate the Menu Display Options section.

  2. In the Menu Caption field, type the menu caption for the product.

    • This caption is displayed on the product’s menu button on the Ordering application.

    • If this field is left blank, the formal name defined for the product is displayed on the menu button.

Product Images

To select a product image to display on the Ordering application menu:

  1. From the Appearance page, locate the Product Images section.

  2. From the left of Image Type, select the square.

    • The listed image types are created with the Image Sets editor.

  3. 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:

    Source

    Description

    URL

    Specify the network or Internet URL for 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.

    Nota

    Xenial is not responsible for any copyright violations.

    The product image is displayed in the Preview section of the Edit Product Image window. Select the image to zoom in.

  6. From the lower-right, select Done.