Create Site
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To create a new site:
From the upper-right of the Sites homepage, select Create Site.
From the left menu pane, select a page and define the respective settings.
The following introduces the pages of the New Site editor.
Page
Description
Define site details, location details, site aliases, and tax identifiers.
Add and configure service聽subscriptions for the site.
If applicable, set values for company-defined custom fields. For more information, see Create Custom Fields for Sites.
Customize existing company roles for the site.
Contacts
Reference the personal contacts for the company.
To add or edit contacts, see Contacts.
General
From the General page of the Sites editor, define site details, location details, site aliases, and tax identifiers.
From the Site Details section, define the following:
Setting
Description
Name
Site name.
Site ID
Identification code for the site.
Environment
From the dropdown, select the site type:
Production - Site where guests are served.
QATest - Site where software is tested before it is released to a lab.
Site-Lab - Site where lab testing is performed.
Training - Site used for staff training.
Business Type
From the dropdown, select the option that best describes the type of business environment at the site:
QSR - Quick Service Restaurant.
Retail - Retail Store.
TSR - Table Service Restaurant.
The following business types are available with an enabled 抖阴Venue Inventory (XVI) subscription:
Suite Pantry - Site where Suite Catering products are stored.
Vending Commissary - Site where hawkers load and reload salable products.
Primary Warehouse - Primary Site where products are stored before export or sale distribution. More than one (1) site may be identified as a Primary Warehouse.
Warehouse - Site where products are stored before export or sale distribution.
Use EDM settings to update DM
Toggle Yes if site configuration is updated with Enterprise Data Management (EDM) via the Onboarding Lambda.
Do NOT enable this toggle if EDM is not used.
Website
URL for the website of the site.
Email
Email address of the site.
Support Phone Number
Phone number the site manager calls in the event issues arise that require assistance.
From the dropdown, select the desired value:
Use Company Settings - Use the phone number defined on the company profile. See Setup Company Profile.
Custom - Specify a unique number for the site. In the Support Phone Number field, type the site-specific support number.
Preferred Language
From the dropdown, select the preferred language to enable users to more efficiently interact with the application.
Skip the Site Hierarchies section. After the site is created, the site can later be added to Site Hierarchies.
From the聽Location聽section, define the following:
Setting
Description
Country
From the dropdown, select the country where the site is located.
Address
In the provided fields, type the street address for the site.
City
In the provided field, type the city name where the site is located.
State/Province/Region
From the dropdown, select the state/province/region where the site is located.
Zip/Postal Code
In the provided field, type the Zip/Postal Code for the site.
Phone Number
In the provided field, type the phone number for the site.
Time Zone
From the dropdown, select the time zone where the site is located.
From the Aliases section, add an alias key for the site (if necessary). Up to twenty (20) aliases may be added for a site.
Setting
Description
+Add New Alias
To add an alias key:
Select +Add New Alias.
In the Key field, type the alias key.
In the Value field, type the key value.
Select Create.
From the Identifiers section, specify tax identifiers for the site. Tax identifiers are printed on guest receipts in compliance with the tax legislation for the country or province.
Field
Description
Federal Tax
Type the site identifier for Federal Taxes. For example, the registration number for GST/HST levied by Canada Revenue Agency.
State/Province Tax
Type the site identifier for State/Province Taxes. For example, the registration number for QST levied by Revenue Quebec.
Set Values for Custom Fields
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For information about creating custom fields, see Create Custom Fields for Sites.
To access custom fields:
From the 抖阴Portal menu on the left, select Sites.
From the Sites editor, either: select a site from the list or select Create Site.
For information about site creation, see Create Site.
From the Site menu on the left, select Custom Fields.
In Custom Fields, set values for the provided fields:
Field Type
Action
Text field
Use the keyboard to type a value in the text field鈥攎aximum characters: 1024
Toggle
Use the toggle to activate/deactivate option
Dropdown
Use the dropdown to select an option
Services
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From the 抖阴Portal Company Home Page:
From the menu on the left of the Company Home Page, select Sites.
From the Sites List, select the specific site.
From the menu on the left of the Site menu, select Services.
From the upper-right of the Services screen, select Add Service.
From the Add Services window, select the service subscriptions.
From the lower-right of the Add Services window, select Add Services.
Configure Services
Services that require configuration are highlighted in yellow on the Services list. To configure service聽subscriptions:
On the row of the service, select the 3-dot menu.
From the dropdown, select Edit.
Complete the configuration form for the service.
From the lower-right of the configuration form, select Done.
Role Overrides
To customize company roles for a site:
From the upper-right of the Role Overrides page, select Add Role Override.
From the Choose Role to Override window, select the role to customize.
From the lower-right of the window, select Continue.
In the Role Override Description field, type a description of the customized role.
From the menu pane on the left, select POS to view the POS role permissions.
Next to each permission category on the POS Overrides page are two numbers in parentheses.
The first number is the number of permissions that are currently enabled.
The second number is the total number of permissions that exist in that category.
Drill down/expand a category to view the subcategories and the individual permissions in that category (where applicable).
A description of each subcategory and聽individual permission is displayed in the聽Description听肠辞濒耻尘苍.
To enable a permission, toggle Allowed听迟辞听Yes.
From the upper-right of the Role Overrides page, select聽Done.
Notes about Role Permissions
Next to a category name, toggle Allowed to Yes to enable ALL permissions in that category.
From the upper-right of the screen, select the 3-dot menu to access the following actions:
Expand All - Expand all listed permission sections.
Collapse All - Collapse all listed permission sections.
Enable All Permissions - Enable all listed permissions.
Disable All - Disable all listed permissions.
Enable View Only Access - Set all listed permissions to "View Only".
Set All to Role Default - Set all permissions to the default value for the role.
From the upper-right of the screen, select Undo Last to undo the last operation.