Company Settings

抖阴Cloud Portal 鈫� Settings and Tools 鈫� Company Settings

Use the Company Settings editor to:

Setup Company Profile.
Setup Product Subscriptions.
Setup Service Subscriptions.
Manage Identity Providers (if applicable).

Setup Company Profile

To setup the company profile:

From the left menu pane of Company Settings, select General.

From the General page, define the following settings:

Setting	Description
Name	Type the company name.
Type	From the dropdown, select the company type (e.g. Production, Lab).
Business Class	From the dropdown, select the applicable business class: Enterprise or SMB (small or midsize business).
Address	Company address.
City	City where the company is located.
State	From the dropdown, select the state where the company is located.
Zip / Postal Code	Company zip or postal code.
Country	From the dropdown, select the country where the company is located.
Time Zone	From the dropdown, select the time zone where the company is located.
Preferred Language	From the dropdown, select the preferred language for UI components to enable users to more efficiently interact with the application.
Support Phone Number	Type the聽phone number聽to contact support. The site manager calls this number in the event issues arise that require assistance.

Setup Product Subscriptions

To setup product subscriptions for the company:

From the left menu pane of Company Settings, select Subscriptions.
From the Subscriptions list, select the product subscription.
From the product window, toggle Enabled to Yes to enable the product subscription.
From the lower-right of the product window, select Done.

Messaging Settings

When the Messaging subscription is enabled, define the following:

Setting	Description
Core Services	Enable the desired messaging services. At least one Core Service selection is required.
Company Type	From the dropdown, select the applicable business class: Enterprise or SMB (small or midsize business).
Primary Contact Name	Type the name of the primary contact for this product subscription.
New Messaging UI Enabled	Toggle Yes to enable the user interface for the new messaging service. Toggle No to use the legacy messaging service. The New Messaging UI Enabled toggle is only available when the selected company type is Enterprise.

Online Ordering Settings

See Online Ordering Settings for instructions on how to configure the Online Ordering service.

抖阴Back Office Settings

When the 抖阴Back Office subscription is enabled, define the following:

Setting	Description
Domain	Type the domain value that is used to identify the company in 抖阴Back Office.

Setup Service Subscriptions

To setup service subscriptions for the company:

From the left menu pane of Company Settings, select Services.
From the Services homepage, select the service.
From the Edit service window, toggle Enabled to Yes to enable the service subscription.
Configure the service settings, if applicable. See Service Settings for definitions of the configurable settings for each service.

Service Settings

The following table identifies the configuration settings for select services.

Service	Settings
Altametrics	Application URL - Paste the Application URL. Partner ID - Type the partner identifier provided by Altametrics. Partner Key - Paste the Partner Key. Client ID - Type the client identifier provided by Altametrics. eRest Site Number - Type the identifier for eRestaurant client. Calculation Values - From the dropdown, select the set of Calculation Values that corresponds with the reporting data set. Active - Toggle Yes to enable the service. Use site specific entity filters - Define entity filters specific to the site that override the company filters. From the left menu pane of the Edit Altametrics form, enable at least one target entity (Orders, Drawers, Deposits or Punches) for the service to use.
Analytics	Business Owner Name Merchant Legal Name Merchant Name Merchant Category Code
Avalara	Contact email Contact first name Contact last name Link to Avalara Terms and Conditions Agreements - Select the check boxes to acknowledge agreement to the terms and conditions.
Citcon	Transaction URL - The authentication URL for the Citcon payment merchant.
Deputy	The following credentials are used by default if credentials are not specified at the site-level: Access API Link - Link to the service API. Access Token - Token for the service API.
Esper	Service URL - The Esper Console service link.
Food Delivery Services (DoorDash, GrubHub, Uber Eats)	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. Important Contact the 抖阴EngOps team to setup the tokens for both links. DoorDash Self-Service Integration 抖阴manages integration (tokens, subscriptions, test stores) and monitors integration health in real-time via the new self-service聽. From the DoorDash Onboarding section of the service form, directly activate sites for the DoorDash delivery platform.
FreedomPay	Environment - From the dropdown, select the environment where the service is installed. Enhanced Security Key - Type the enhanced security key provided by FreedomPay. Device Management Activation Key - Type the device management key provided by FreedomPay.
Loyalty	From the Loyalty Provider dropdown, select the loyalty provider to enable. Configure the settings for the loyalty provider: BK Loyalty Settings Givex Settings Paytronix Settings Punchh Settings 抖阴Loyalty Settings
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. Select Validate to determine if the provided credentials are valid.
NCR/Aloha Service	Integration Type - Identifies how the POS service integrates with DMB Enterprise. Integration Company ID - Identifies the unique Company ID within the company and integrator type. The following settings are only available when 抖阴Scheduled Pull is selected from the Integration Type dropdown: Frequency - From the dropdown, select the interval at which to perform the 抖阴Scheduled Pull. Time Interval - The field labels for the time interval fields are dependent on the selected frequency. Use the provided fields to define the frequency at which updates are performed.
PayPal QR Code	Connect Merchant to PayPal - Connect and link to PayPal. Environment - From the dropdown, select the type of environment where the service is run. Polling Timeout (s) - Specify the number of seconds to keep a request open before timing out. The minimum is 30. Polling Interval (ms) - Specify the number of milliseconds to wait between requests to the payment service. The minimum is 1500. Enable Tips - Toggle on to allow guests to add tips. Define the custom tip percentages to provide to the guest.
QU POS Service	Integration Type - Identifies how the POS service integrates with DMB Enterprise. POS Sends Data to 抖阴API is the default type. Integration Company ID - Identifies the unique Company ID within the company and integrator type. The following settings are only available when 抖阴Scheduled Pull is selected from the Integration Type dropdown: Frequency - From the dropdown, select the interval at which to perform the 抖阴Scheduled Pull. Time Interval - The field labels for the time interval fields are dependent on the selected frequency. Use the provided fields to define the frequency at which updates are performed.
Revenu Qu茅bec WEB-SRM	The Sales Recording Module (SRM) service records all financial transactions made at the POS. Admin SettingsRevenu Qu茅bec WEB-SRM Service Company Settings
Stock On Hand	抖阴Cloud POS service supporting real-time stock level lookups across multiple sites for retail operations.
Undefined POS	Integration Type - Identifies how the POS service integrates with DMB Enterprise. Integrator Company ID - Identifies the unique Company ID for the integration type.
抖阴Partner Relay (XPRL)	Integrator support for real-time stock level lookups across multiple sites from 抖阴Cloud POS to retail operations.
抖阴Payment Router	Note This service is only available at the site-level. It is not available at the company-level. Environment - From the dropdown, select the type of environment where the service is run. Merchant Name Merchant Site ID Apple Pay Merchant ID Google Pay Merchant ID Merchant Key Web Checkout Key
Yellow Dog	Use the Yellow Dog API to update product list retail items. Item orders and returns processed at the POS are sent to the Yellow Dog service to update stock levels. Credentials are encrypted per Yellow Dog requirements. General Settings Enabled - Toggle Yes to enable the service. Environment - From the dropdown, select the type of environment where the service is run. Token URL - (Custom Environment Only) Specifies the URL for the authentication token used to connect a client to the service. Data URL - (Custom Environment Only) Specifies the URL for the URI scheme used to inline data in a document. Client ID - Type the provided client identifier. Username - The username to access the server. Password - The password to access the server. Product Configuration Settings For the following product settings, specify the default value for the product when a value is not provided by the provider: Tax Group Major Reporting Category Minor Reporting Category Image Set Status/Info Reference the date/time when Yellow Dog data was last synchronized for company sites, and the status of the synchronization. Sync All Sites - Synchronize Yellow Dog data for all company sites.

Data Exclusions

If a delivery provider service does not support one or more 抖阴Cloud POS 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:

From the left menu pane of the Edit service window, select Data Exclusions.
From the upper-right of the Data Exclusion List window, select聽Add Data Exclusions.
From the Add Data Exclusions window, select the data keys听迟辞听别虫肠濒耻诲别.
From the lower-right of the Add Data Exclusions window, select Add # Exclusions.

To exclude a custom data key from a delivery service:

From the left menu pane of the Edit service window, select Data Exclusions.
From the upper-right of the Data Exclusion List window, select Add Custom Data Exclusion from the dropdown.
In the Value field, type the data key to exclude.
From the lower-right of the Add Custom Data Exclusion window, select Add Custom Exclusion.

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.
Send all orders	When toggled Yes, receipt printing is allowed for non-Loyalty orders.

Givex 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.
Send all orders	When toggled Yes, receipt printing is allowed for non-Loyalty orders.
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.

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.
Send all orders	When toggled Yes, receipt printing is allowed for non-Loyalty orders.
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
Send all orders	When toggled Yes, receipt printing is allowed for non-Loyalty orders.
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聽field, type the custom Data Sync URL.

Setting

Description

Send all orders

When toggled Yes, receipt printing is allowed for non-Loyalty orders.

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聽field, type the custom Data Sync URL.

抖阴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.
Send all orders	When toggled Yes, receipt printing is allowed for non-Loyalty orders.
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.

Revenu Qu茅bec WEB-SRM Service

The following identifies the configuration settings for the Revenu Qu茅bec WEB-SRM service. The Sales Recording Module (SRM) service records all financial transactions made at the POS.

WEB-SRM: General Settings

From the General page of the Revenu Qu茅bec Web-SRM form, define the following:

Setting	Description
Enabled	Toggle Yes to enable the Revenu Qu茅bec Web-SRM service for the company.
Default Environment	From the dropdown, select the default environment where the service runs.
Cert. Expiration Notification	Use the provided fields to specify when to send a notification that the certification is close to the expiration date. In the provided field, type an integer. From the dropdown, select the preferred option. The default value is 30 Months Before.
Default Activity Subsector	From the dropdown, select the default activity subsector (e.g. Restaurant, Bar) for the company.

WEB-SRM: Unpaid Reason Codes

From the Unpaid Reason Codes page of the Revenu Qu茅bec Web-SRM form, specify which reason codes are available for unpaid orders.

From the upper-right of the Unpaid Reason Codes page, select Add Reason Codes.
From the Add Reason Codes window, select the reason code(s).
From the lower-right of the window, select Add Items.

WEB-SRM: Service Type Mapping

From the Service Type Mapping page of the Revenu Qu茅bec Web-SRM form, identify the order destinations that fall under the business type category of either Table Service or Delivery.

All destinations that are NOT identified on this page will be recognized as Quick Service Restaurant (QSR) destinations.

From the upper-right of the Service Type Mapping page, select Add Destinations.
From the Add Destinations window, select the order destination(s) that fall under the business type category of either Table Service or Delivery.
From the lower-right of the window, select Add Items.

Manage Identity Providers

Note

This page is only available if the system administrator enabled Single Sign-On (SSO) for the company.

From the Identity Providers page of the Company Settings editor, manage identity providers for Single Sign-On (SSO) user authentication:

From the 3-dot menu of a listed identity provider, select Edit.
From the Identity Providers window, define the following settings:
Setting
Description
Email Domains
Type a comma-delimited list of email domains that provide the identity to the Portal.
From the User Exclusion List section, select Add Users to identify users that are excluded from Single Sign-On (SSO).
From the lower-right of the Identity Provider window, select Save.

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