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Comment: Researching OE-14133 for understanding

ECM/NorthStar Online Ordering Release: 2020-06-TBD

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14330

Payment Listing: Add Refund column to reflect refunded Magensa transactions 

When a refund is performed for a transaction through the Magensa processor, the Trans Type reports as Void (not refund) on the Payment Listing report. This improvement adds a Refund column to the Payment Listing report to reflect these transactions as refunds. These will continue to post as a Void Trans Type but will be shown as a Refund in the Refund column.

Create a refund transaction: 
  • Order items

  • Apply payment using the Magensa eDynamo card reader; finalize check

  • Refund:

    • Re-open check

    • Navigate to Adjustments

    • Refund back to the original card

    • Apply payment

Result: On the Payment Listing report, the refund is reflected under the new Refund column   

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Issue No. 
Summary
Configuration
Operation 
Chowly
OE-14438[ECM] Create Chowly setup dialog





ECM Admin/Configuration

OE-14133

Users: Add capability to import/export employee file to update user records 

This new feature provides the capability to add and modify employee information by use of an employee file in CSV format instead of adding/modifying employee records individually through the User configuration interface.

  • Import: The CSV file can be imported to upload employee data for any number of employees.
  • Export: The data can also be exported to a CSV file, modified, saved and then imported to update the employee records. 


Info
titleAccount feature toggle required **

Allow import/export of Users file



Jobs

Path: Users > Jobs

  • External ID column added to Jobs and Labor Categories grid to be used in employee file 

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Users

Path: Users > Users

  • External ID column added to Users grid to be used in employee file
  • Import and Export buttons added

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  • Import: Create or update users; publish
  • Export
    • If no existing records, a CSV template file is downloaded for user to complete
      • Default values are pre-populated
      • Required fields:
        Full Name
        Nickname 
        Job External ID and Rate
        Account ID (pre-populated)

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    • If records exist, a CSV file of the existing user data as shown on the Users grid is downloaded.
      Note: Admin can search and filter to provide a subset of records before exporting the file; only the subset will be exported  
      • Example: User records filtered
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        CSV file exported per filtered search
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  • External ID - New column with unique ID for each user and job. Can be used by admin to correctly identify records. USERS, JOBS




If an error on one user occurs it will prevent all other users from importing.



Docs to update: 
Users (grid)
Add or Edit Users
Jobs and Labor Categories
Add/Edit a Job

OE-14350ECM: Deployment optimization





Staff UI Improvements

OE-14254ECM Menu Item: Change alert message when user did not select a Combo Type





Uncategorized

OE-14290Combo menu item: Display user message when "Exclusive" and "Always apply ... " options are selected; cannot be used together

OE-14511ECM: Removed Site>Tax Rates > "Calculate check tax at" settings

OE-14529Reporting: Check Number shows 0 when kiosk mode does not have an order type.













OE-14554

Kitchen: Add setting to use external code for order type in QSR 

When setting is selected for QSR, the system will send the external code for the order type to QSR instead of the enum value.

N/A

Path: Site > Kitchen 

  • Kitchen management engine: QSR
  • When QSR is selected, a setting will be shown: 
    Use external code for order type 
  • Help text will describe the data mapping as a result of selecting this setting: 
    Send the OrderTypes.ExternalCode to QSR.DestinationId. Warning: be sure to verify your QSR mappings for DestinationId before you enable this setting

NOTE: NOT FINAL SCREENSHOT. TICKET IS NOT COMPLETE

OE-14557

Kitchen: Revise label for consolidating like items; QSR now supported 


Order Entry server can now control the consolidation of items in QSR display. (Previously not supported.) 
This requires revision of Kitchen settings for this functionality. 

Path: Site > Kitchen 

Previous setting:
Consolidate like items on kitchen outputs (Not supported for QSR Kitchen Video)

Updated setting: 
Consolidate like items on kitchen outputs


OE-14438[ECM] Create Chowly setup dialogOE-14350ECM: Deployment optimizationOE-14133ECM: Ability to add or update employees via file provided by Ulti-Pro (TRCH)OE-14254

ECM Menu Item: Change alert message when user did not select a Combo TypeOE-14411OE-14379 ECM Admin can configure ability to pay now.NO DESCRIPTIONOE-14511ECM: Removed Site>Tax Rates > "Calculate check tax at" settingsOE-14290Combo menu item: Display user message when "Exclusive" and "Always apply ... " options are selected; cannot be used together





*Detailed documentation is in progress and will be available upon completion. ECM documentation: Enterprise Content Management (ECM)

**Please contact your NorthStar representative to have this setting enabled for your account.